Stellantis reported global vehicle deliveries of 1.4 million units in the second quarter of 2025, marking a 6% decline year-over-year. The automaker released significant unaudited preliminary figures for the first half of 2025, attributing the delivery drop primarily to production pauses caused by North American tariff impositions early in the quarter. A smaller negative impact stemmed from product transitions in the enlarged European market, where key models are accelerating after recent launches or awaiting production starts planned for late 2025.
For the first half, Stellantis estimates global revenues of €74.3 billion alongside a net loss of €2.3 billion. Its adjusted operating income was positive at €0.5 billion. With the company suspending its financial guidance on April 30, 2025, Stellantis stated that analyst forecasts currently represent the main benchmark for market expectations. It disclosed these preliminary figures to bridge the gap between analyst predictions and its actual performance.
Stellantis cited US tariffs as a key factor “significantly impacting” its H1 2025 results, estimating their initial effect at €0.3 billion.
Following the Q2 preliminary release, Stellantis shares fell 3% to €7.67 at the opening of trading on the Milan bourse. The company will release its full H1 2025 financial results as scheduled on July 29, accompanied by a conference call hosted by CEO Antonio Filosa and CFO Doug Ostermann.
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