Overview
- Stellantis told analysts its next strategic plan will now debut in the first half of 2026, with Q2 flagged as the working target.
- Investor relations head Ed Ditmire said the extra time is meant to account for U.S. import tariffs and ongoing policy engagement in Europe.
- Shares dropped about 7.3% after the call on Friday and recovered part of the loss in subsequent trading.
- An update on shipments and revenue is due October 30, with Q3 consolidated shipments estimated at roughly 1.3 million units, up 13% year on year on North American strength.
- Under CEO Antonio Filosa, the company reshuffled senior leadership; he has warned of a roughly €1.5 billion 2025 tariff hit, and industry reports point to potential additional U.S. investments of about $10 billion that the company has not confirmed.