Overview

• Stellantis reported a first-half net loss of €2.3 billion, reversing a €5.6 billion profit a year earlier.
• Antonio Filosa forecasts a €1.5 billion hit from U.S. auto tariffs in 2025, including €300 million already booked in H1.
• The company reinstated its full-year guidance, anticipating sequential revenue growth, low-single-digit operating margins and stronger free cash flow in H2.
• Stellantis absorbed a €3.3 billion charge for a cancelled hydrogen fuel cell project, U.S. emission fine changes and platform investment write-downs.
• Filosa is preparing targeted relaunches of models like the Jeep Cherokee and Dodge Charger coupled with deep cost cuts to support a U.S. turnaround.