Stellantis Reveals Preliminary, Unverified Crucial Statistics for the Initial Half of 2025
Stellantis N.V., a leading global automaker with a diverse portfolio of iconic brands, has announced its preliminary financial data for the First Half of 2025. The company's financial results, including approximately €3.3 billion of pre-tax net charges, will be released on July 29, 2025.
Global Shipments and Regional Performance
Stellantis' estimated Q2 2025 global consolidated shipment volume was 1.4 million units, representing a 6% decline year-over-year. While North America experienced a significant drop in shipments, other regions saw growth.
In North America, Q2 shipments declined by approximately 109,000 units (-25% y-o-y) due to tariff-related production pauses, reduced manufacture and shipments of imported vehicles, and lower fleet channel sales. Despite this, U.S. retail sales were relatively flat, with Jeep and Ram brands delivering 13% higher sales year-over-year.
Across Stellantis' other regions, shipments grew 71 thousand units in aggregate, mainly driven by a 30% increase in Middle East & Africa and a 20% increase in South America. In Middle East & Africa, shipments were up 29 thousand units, mainly driven by increased volumes in Türkiye and positive developments in Egypt, Algeria, and Morocco.
Financial Charges and Restructuring
The charges are primarily related to program cancellation costs, platform impairments, the recent legislation eliminating the CAFE penalty rate, and restructuring. These costs are excluded from Adjusted Operating Income.
The first half performance reflects early-stage actions to improve profitability, with expectations that new product launches will deliver larger benefits in the second half of 2025.
Upcoming Events
Stellantis CFO Doug Ostermann will host a conference call on July 21, 8:30 a.m. EDT to discuss the preliminary first half of 2025 financial figures. The financial results for the First Half 2025 will be released on July 29, 2025. The conference call will be available in the Investors section of the Company's website.
It is important to note that this communication contains forward-looking statements, subject to inherent risks and uncertainties. Actual results may differ materially from those expressed in forward-looking statements.
In Enlarged Europe, Q2 shipments declined around 50,000 units (-6% y-o-y) mainly due to product transition issues. The ramp-up of new Smart Car platform vehicles and delayed production launches contributed to this decline, though shipments of Smart Cars increased 45% sequentially compared to Q1 2025.
Stellantis continues its leadership in South America, with a 43 thousand unit y-o-y increase benefiting from higher industry volumes, especially in Argentina and Brazil.
- The financial charges announced by Stellantis, a global automaker, include costs related to the cancelation of programs, platform impairments, the elimination of CAFE penalty rate, and restructuring, which are not included in Adjusted Operating Income.
- In the electric vehicles industry, Stellantis' South America branch has shown significant growth, with a 43 thousand unit increase in shipments compared to the same period last year, making it a leader in the region.
