TSLA384.230-7.7199%
GM77.150-0.63%
F12.470-0.24%
RIVN16.5420.1323%
CYD41.700-0.59%
HMC24.3050.045%
TM211.980-1.2%
CVNA363.820-7.26%
PAG155.7550.625%
LAD274.450-0.03%
AN197.4901.68%
GPI333.7651.03501%
ABG202.065-0.475%
SAH66.5300.64%
TSLA384.230-7.7199%
GM77.150-0.63%
F12.470-0.24%
RIVN16.5420.1323%
CYD41.700-0.59%
HMC24.3050.045%
TM211.980-1.2%
CVNA363.820-7.26%
PAG155.7550.625%
LAD274.450-0.03%
AN197.4901.68%
GPI333.7651.03501%
ABG202.065-0.475%
SAH66.5300.64%
TSLA384.230-7.7199%
GM77.150-0.63%
F12.470-0.24%
RIVN16.5420.1323%
CYD41.700-0.59%
HMC24.3050.045%
TM211.980-1.2%
CVNA363.820-7.26%
PAG155.7550.625%
LAD274.450-0.03%
AN197.4901.68%
GPI333.7651.03501%
ABG202.065-0.475%
SAH66.5300.64%

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
Pentagon taps automakers to boost weapons production capacity

Pentagon taps automakers to boost weapons production capacity

- April 16, 2026
On the Dash: Potential defense contracts could shift production priorities and impact vehicle supply. Increased government demand may tighten supply chains already under pressure. Automaker diversification into defense could influence...
Ford creates unified product organization to accelerate EV, software rollout and margin goals

Ford creates unified product organization to accelerate EV, software rollout

- April 16, 2026
On the Dash: A portfolio refresh signals a consistent pipeline of updated trucks and electrified models through 2029. Expanded software and OTA capabilities will increase focus on digital services and...
Tesla outlook strengthens as software updates fuel investor confidence

Tesla outlook strengthens as software updates fuel investor confidence

- April 16, 2026
On the Dash: Tesla’s software-driven model highlights the growing importance of recurring revenue streams like FSD subscriptions. AI and software capabilities are emerging as key differentiators in the EV market. ...
New-vehicle affordability improves for fifth straight month

New-vehicle affordability improves for fifth straight month

- April 16, 2026
On the dash: Affordability improved for the fifth straight month, driven by income growth, steady pricing and higher incentives. Median income gains reduced the weeks needed to buy a new...
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.