Stellantis N.V. has reported its Q1 2025 results, revealing a 14% decline in net revenues to €35.8 billion, primarily driven by reduced shipment volumes, an unfavorable product mix, and price normalization.
Total consolidated shipments fell 9% year-over-year to 1.217 million units, largely due to lower production in North America, affected by an extended January downtime, product transitions, and weakened LCV demand in Enlarged Europe.
Despite the drop in revenue, Stellantis highlighted early signs of recovery, with market share gains, new product launches, and strong performance in growth markets.
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Financial and Operational Highlights
- Net Revenues: €35.8 billion (↓14% YoY)
- Shipments: 1.217 million units (↓9% YoY)
- Inventory: 1.21 million units (in line with Q4 2024)
- Dividend: €0.68 per share, approved and to be distributed on May 5, 2025
- 2025 financial guidance suspended, citing tariff-related uncertainties
Key Drivers Behind Decline
- North American production slowdown due to extended holiday downtime in January
- Product transition impacts
- Decline in LCV (light commercial vehicles) volumes in Europe
Commercial Recovery Efforts
Stellantis has actively taken steps to revitalize sales:
- Launch of three all-new models:
- Fiat Grande Panda
- Opel/Vauxhall Frontera
- Citroën C3 Aircross
- Updated models launched:
- Opel/Vauxhall Mokka
- Ram 2500 HD and 3500 HD
- EU30 market share rose to 17.3%, up 1.9 percentage points from Q4 2024
- BEV (Battery Electric Vehicle) market share: 13.0%
- Hybrid market share: 15.5% (Stellantis leads the segment)
- In the U.S., Jeep Grand Cherokee, Compass, and Ram trucks posted >10% YoY retail sales increases
- Retail orders in March 2025 surged 82% YoY, reaching their highest level since June 2023
“Third Engine” Market Performance
- South America:
- Maintained leadership with 23.8% market share, thanks to improvements in Brazil, Chile, and Argentina
- Middle East & Africa:
- Focused on localization to counter import restrictions and stabilize future volumes
Responding to Tariff Pressures
- Stellantis is actively engaging with government policymakers
- Internally, it’s adjusting production plans and exploring alternative sourcing to reduce potential impacts
Innovation and Technology Advancements
- Launch of STLA AutoDrive 1.0
- Hands-Free and Eyes-Off (SAE Level 3) at speeds up to 60 km/h
- Complements Stellantis’ digital ecosystem: STLA Brain & STLA SmartCockpit
- Strategic AI partnership with Mistral AI
- Developing a natural-language AI assistant to enhance the in-car experience and vehicle development
Key Dates
- H1 2025 Results: July 24, 2025
- Q3 Shipments & Revenues: October 30, 2025
- CEO search: Ongoing, to be completed by end of H1 2025
Summary Outlook
While Q1 saw a clear dip in revenue and volumes, Stellantis is positioning itself for long-term recovery through strategic product launches, regional leadership in hybrids and EVs, and resilience in growth markets.
The temporary withdrawal of 2025 guidance reflects the complex global trade environment, but momentum from technology innovation and customer order recovery indicates cautious optimism ahead.
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