Updated
Updated · Yahoo Finance · Jul 29
Stellantis Faces H1 Test With €80.7 Billion Revenue Expected as Ford and GM Raise Outlooks
Updated
Updated · Yahoo Finance · Jul 29

Stellantis Faces H1 Test With €80.7 Billion Revenue Expected as Ford and GM Raise Outlooks

1 articles · Updated · Yahoo Finance · Jul 29

Summary

  • Thursday’s first-half report is expected to show Stellantis revenue rising nearly 9% to €80.71 billion, with adjusted operating income of €1.42 billion—almost triple last year’s €540 million.
  • That earnings test comes as CEO Antonio Filosa tries to validate his turnaround plan after Stellantis kept its 2026 guidance unchanged, targeting mid-single-digit revenue growth and a low-single-digit operating margin.
  • Q2 shipments already pointed to momentum, climbing 10% to 1.6 million units as North America jumped 38% and Europe rose 5%, offsetting declines in the Middle East and Africa and South America.
  • Filosa’s five-year €60 billion FaSTLAne 2030 plan concentrates 70% of brand and product investment on Jeep, Ram, Peugeot and Fiat, with 60% of €36 billion in product spending directed to North America.
  • Pressure is building because Ford and GM have already lifted full-year profit forecasts, raising expectations that Stellantis may need stronger guidance to show its recovery is keeping pace.

Insights

Can Stellantis' risky reliance on gas-guzzling V8s sustain its massive North American sales boom in an increasingly EV-focused world?
With massive European factory cuts looming, can the automaker truly deliver promised sub-$30,000 vehicles without sacrificing quality?