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2h ago

Stellantis Pushes Strategy Launch to Q2 2026 as Filosa Weighs Policy Risks

The company seeks to factor potential U.S. tariffs alongside pending EU decisions before committing to new targets.

Stellantis COO of the Americas, Antonio Filosa, meets with employees at Detroit Assembly Complex - Jefferson, production home of the Jeep® Grand Cherokee and Dodge Durango, during a visit on June 12. Filosa’s visit included a comprehensive plant overview, walking tour, and interactions with employees, underscoring his commitment to building connections as he prepares to officially become CEO on June 23.

Overview

  • Stellantis told analysts it is moving its strategic-plan unveiling from an initial Q1 2026 window to the second quarter of 2026 to align with a capital-markets day.
  • Executives cited the need to account for potential U.S. import tariffs and the European Commission’s review of 2035 zero-emission rules.
  • CEO Antonio Filosa previously warned of an estimated €1.5 billion hit in 2025 from U.S. tariffs, with more than 40% of U.S. sales imported mainly from Mexico and Canada at risk of 25% duties.
  • The stock fell 7.3% on Friday following the analyst call and then partially rebounded on Monday.
  • Barclays reported increasing investor interest but urged caution due to limited visibility on adjusted operating income and free cash flow, and Stellantis plans a shipments and revenues update on October 30.