- Stellantis posted a net loss of $2.65 billion in the first half of 2025.
- Tariffs are expected to cost Stellantis up to $1.7 billion this year alone.
- New CEO Antonio Filosa admits H1 fell far short of expectations.
As global supply chains remain unpredictable and politically charged, new tariffs have arrived at a particularly difficult moment for one of the world’s largest automakers. The latest round of U.S. trade restrictions couldn’t be more ill-timed for Stellantis, which has already been navigating internal challenges, including a recent leadership shake-up. Now, the company is bracing for the financial fallout.
The automaker expects international tariffs introduced by President Donald Trump to cut into its earnings by around €1.5 billion ($1.7 billion), with about €1.2 billion ($1.38 billion) of that hit anticipated in the second half of the year.
Read: Stellantis Shipments To North America Fell Off A Cliff In Q2
The increase is largely tied to higher costs for imported parts. Despite the pressure, Stellantis says it is “highly engaged with relevant policymakers” and is continuing with long-term scenario planning in the background.
Through the first half of 2025, Stellantis reported a net loss of €2.3 billion (~$2.65 billion), including €3.3 billion (~$3.8 billion) of net charges excluded from its adjusted operating income. By comparison, Stellantis achieved a net profit of €5.6 billion (~$6.4 billion) in the first half of 2025.
New chief executive Antonio Filosa noted that the “first half was… nowhere near where we want and need it to be. We still have tons of work to do. In particular, we are focused on bringing products back to segments where we have been absent.”
Things Can Get Better…Stellantis Hopes
Filosa expressed confidence that a turnaround is possible by emphasizing what Stellantis already does well. “We will fix what’s wrong in Stellantis by capitalizing on everything that’s right in Stellantis,” he said, pointing to the company’s people, energy, and upcoming products as the foundation for recovery.
With this in mind, Filosa predicted an improved second-half for the marque, noting there should be increased net revenues, low single-digit adjusted operating income profitability, and improved industrial free cash flow.
Ten new models are set for release this year, and the second half will see the launch of three updated vehicles built on the STLA Medium platform. These include the revamped Jeep Compass, the Citroën C5 Aircross, and the DS No.8, all part of Stellantis’ push to regain traction in key segments.
