Full Year 2025 Stellantis NV Earnings Call Transcript
Key Points
- Stellantis NV (STLA) returned to top-line growth in the second half of 2025, with momentum carrying into early 2026.
- The company launched 10 new products in 2025, including the return of the Jeep Cherokee and the rollout of smart cars in Europe.
- North America saw a 39% increase in shipments and a 31% increase in revenues in H2 2025, driven by normalized inventory dynamics and higher sales.
- Stellantis NV (STLA) is investing $13 billion over four years to improve market coverage and utilization of its US manufacturing footprint.
- The company is focusing on operational execution and efficiency improvements, including hiring 2,000 new engineers to drive quality improvements.
- Net revenues for 2025 were 2% lower year-over-year, reflecting a challenging full-year picture.
- The AOI margin was negative at 0.5%, impacted by substantial net tariff expenses and specific items.
- FX headwinds, particularly due to the Turkish lira devaluation, negatively impacted AOI by nearly EUR1 billion.
- Europe faced a strong competitive environment, leading to a net pricing decline and challenges in profitability.
- South America experienced cost structure impacts due to FX headwinds and challenges in recovering price differences in Argentina.
Hello and welcome to the Stellantis full year results 2025 call. (Operator Instructions) I now give the floor to Mr. Ed Ditmire, Head of Investor Relations, to begin today's conference. Sir, the floor is yours.
Thank you, Tibo. Hello everyone, and thank you for joining us today as we review Stellantis' full year 2025 results. Earlier today, the presentation material for this call along with the related press release were posted under the Investors section of the Stellantis Group website. Today, our call is hosted by Antonio Filosa, Chief Executive Officer; and Joao Laranjo, Chief Financial Officer. After their prepared remarks, Antonio and Joao will be available to answer questions from the analysts.
Before we begin, I want to point out that any forward-looking statements we might make during today's call are subject to the risks and uncertainties mentioned in the safe harbor statement included on page 2 of today's presentation. As customary, the call will be governed by that language. Now I'll
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