Stellantis warns of €2.3 billion first-half loss on tariffs, one-offs

Published 21/07/2025, 07:56
© Reuters

Investing.com -- Stellantis (BIT:STLAM) (NYSE:STLA) expects to post a net loss of €2.3 billion ($2.68 billion) for the first half of 2025, as the automaker faces a range of operational and external pressures, including a €0.3 billion hit from new U.S. import tariffs.

The group anticipates net revenue of €74.3 billion, down 12.6% year-on-year, and an adjusted operating income (AOI) of €0.5 billion.

Stellantis also released the second-quarter shipments, which fell 6% to approximately 1.4 million vehicles. The decline was driven by “North American tariff related production pauses early in the quarter, in addition to reduced, but adverse impacts of product transition in Enlarged Europe,” the automaker said.

The European business has been affected by key model transitions, with several nameplates in ramp-up or awaiting launch in the second half, it added. 

Stellantis pointed to several factors that weighed on performance during the first half. These include the initial phase of measures to enhance profitability, and approximately €3.3 billion in pre-tax net charges related to program cancellations, platform impairments, restructuring, and the elimination of the CAFE penalty rate. These are excluded from the group’s AOI.

It also cited pressure on AOI from “higher industrial costs, geographic and other mix factors, and changes in foreign exchange rates,” as well as the early effects of U.S. tariffs—specifically “€0.3 billion of net tariffs incurred as well as loss of planned production related to implementation of the Company’s response plan.”

Stellantis will release full financial results for the first half on July 29.

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