TSLA364.270-1.93%
GM82.200-4.42%
F13.210-0.4%
RIVN14.990-0.41%
CYD35.4000.88%
HMC32.200-0.33%
TM191.530-2.38%
CVNA65.120-0.72%
PAG212.610-2.14%
LAD316.270-5.41%
AN168.290-6.59%
GPI246.420-8.53%
ABG183.060-4.85%
SAH63.660-2.29%
TSLA364.270-1.93%
GM82.200-4.42%
F13.210-0.4%
RIVN14.990-0.41%
CYD35.4000.88%
HMC32.200-0.33%
TM191.530-2.38%
CVNA65.120-0.72%
PAG212.610-2.14%
LAD316.270-5.41%
AN168.290-6.59%
GPI246.420-8.53%
ABG183.060-4.85%
SAH63.660-2.29%
TSLA364.270-1.93%
GM82.200-4.42%
F13.210-0.4%
RIVN14.990-0.41%
CYD35.4000.88%
HMC32.200-0.33%
TM191.530-2.38%
CVNA65.120-0.72%
PAG212.610-2.14%
LAD316.270-5.41%
AN168.290-6.59%
GPI246.420-8.53%
ABG183.060-4.85%
SAH63.660-2.29%

Stellantis posts $2.7 billion loss amid weak demand, tariffs

The Detroit automaker blames U.S. tariffs, production cuts, and weak European demand for its $2.7B loss.
Stellantis reported a preliminary net loss of $2.7 billion for the first half of 2025, driven by weak North American sales.

Stellantis reported a preliminary net loss of €2.3 billion ($2.7 billion) for the first half of 2025, driven by weak North American sales, program cancellations, and a €300 million tariff hit under President Trump’s new trade policies. The automaker also saw its global shipments fall 6% year over year in the second quarter, with a steep 25% drop in North America. Jeep and Ram, however, posted a 13% combined sales growth, buoying retail performance.

The company suspended full-year guidance in April but released preliminary figures to reset analyst expectations. Revenues for the first half reached €74.3 billion, but Stellantis burned through €2.3 billion in cash and recorded €3.3 billion in pre-tax charges, including the cancellation of unprofitable vehicle programs and restructuring costs. CEO Antonio Filosa, who replaced Carlos Tavares in May, is now under pressure to revive U.S. operations and roll out more competitive products in both North America and Europe.

Looking ahead, Stellantis is pinning its recovery on new hybrid and large ICE models. In Europe, the rollout of new “Smart Car” B-segment vehicles showed promise, with shipments of those models up 45% sequentially.

Sign up for CBT News’ daily newsletter and get the latest industry stories delivered straight to your inbox.

Here’s why it matters:

This report highlights significant disruptions within one of the largest automakers’ U.S. dealer networks. The steep decline in Stellantis’ North American production and shipments, primarily due to tariffs and outdated model lines, signals potential inventory and product availability issues for dealers. On the other hand, a greater focus on Jeep, Ram, and hybrid platforms may create new sales opportunities as Stellantis attempts to recalibrate for the second half of 2025. Dealers should closely monitor the company’s evolving strategy, especially concerning vehicle sourcing, pricing, and incentives.

Key takeaways:

  • Major net loss and cash burn
    Stellantis reported a €2.3 billion ($2.7 billion) net loss and consumed €2.3 billion in cash during the first half of 2025, indicating significant financial strain.
  • Tariff impact cuts U.S. shipments
    New U.S. tariffs cost Stellantis €300 million and led to a 25% drop in Q2 shipments across North America, particularly affecting imported models.
  • Retail sales remain stable
    Despite the broader decline, Jeep and Ram saw a combined 13% increase in U.S. retail sales, offering a bright spot for dealers tied to those brands.
  • Restructuring and model revamps underway
    Stellantis is phasing out low-performing vehicle lines and banking on new hybrid and large gas-powered models to recover its market position in the U.S.
  • Product availability could be affected
    With production cuts and ongoing platform transitions in both the U.S. and Europe, dealers may face continued product shortages and shifting inventory through the remainder of 2025.
Read More
More from Articles
GM looks beyond EVs with focus on V-8-powered pickups and Patriot missiles

GM looks beyond EVs with new V-8-powered pickups and Patriot missiles

- September 18, 2026
On the Dash: GM Defense delivered Patriot missile parts to Lockheed Martin 22 days after signing its contract. The redesigned 2027 Silverado and Sierra add new 5.7-liter and 6.6-liter V-8...
unifor

Stellantis faces potential strike as Unifor talks remain at impasse

- September 18, 2026
On the Dash: Stellantis faces a new labor deadline as its Canadian contract with Unifor expires Sept. 20. The future of the Brampton plant remains the central issue in negotiations...
Acura pauses MDX Type S production amid emissions uncertainty

Acura pauses MDX Type S production amid emissions uncertainty

- September 18, 2026
On the Dash: Acura pauses the MDX Type S after 2026 with no timeline for its return. The trim is under 10% of MDX sales but delivers outsized margins. Emissions...
Xpeng

Xpeng looks to expand technology partnerships beyond Volkswagen

- September 18, 2026
On the Dash: Xpeng is looking to turn its EV technology into a broader business by licensing systems to other automakers and suppliers. Its Volkswagen partnership shows the potential for...
CBT News
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.