Stellantis hopes the launch of several new models will help it rebound from a difficult start to 2025
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- Most of the costs associated with the tariffs will occur throughout the second half of the year.
- In the first six months of 2025, Stellantis reported a net loss of ~$2.65 billion.
- New CEO admits it’s been a tough start to the year, but expects a better H2.
International tariffs enforced by US President Donald Trump could not have come at a worse time for Stellantis. The carmaking conglomerate has had plenty to deal with over the past year, including an unexpected leadership change, and has now revealed the expected impact of tariffs – and, unsurprisingly, things are not looking good.
According to Stellantis, it anticipates tariffs to set back its earnings by roughly €1.5 billion or $1.7 billion, of which roughly €1.2 billion (~$1.38 million) will come in the second half of this year. This is primarily because the tariffs have increased the costs of getting parts from overseas. Despite the worrying news, Stellantis says it “remains highly engaged with relevant policymakers, while continuing long-term scenario planning.”
Read: Stellantis Shipments To North America Fell Off A Cliff In Q2
Through the first half of 2025, Stellantis reported a net loss of €2.3 billion (~$2.65 billion), including €3.3 billion (~$3.8 billion) of net charges excluded from its adjusted operating income. By comparison, Stellantis achieved a net profit of €5.6 billion (~$6.4 billion) in the first half of 2025.
New chief executive Antonio Filosa noted that the “first half was… nowhere near where we want and need it to be. We still have tons of work to do. In particular, we are focused on bringing products back to segments where we have been absent.”
Things Can Get Better….Stellantis Hopes
He added that “we will fix what’s wrong in Stellantis by capitalizing on everything that’s right in Stellantis.” This will start with “the strength, energy, and ideas of our people, combined with the great new products we are now bringing to the market.” With this in mind, Filosa predicted an improved second-half for the marque, noting there should be increased net revenues, low single-digit adjusted operating income profitability, and improved industrial free cash flow.
Stellantis is releasing a total of 10 new models this year. In the second half, it will launch three improved STLA Medium platform-based vehicles, including the new Jeep Compass, the Citroen C5 Aircross, and the DS No.8.
