Overview
- Stellantis reported a second-quarter 2026 net profit of €293 million and sales of €43.5 billion, reversing a large loss a year earlier and showing a 13% revenue gain.
- Adjusted operating income rose to €773 million but produced a thin 1.8% margin that missed analyst expectations and triggered a share-price decline.
- North America led the recovery with the biggest volume and profit gains while Enlarged Europe and parts of Asia and the Middle East lagged.
- Management reaffirmed full-year 2026 guidance, warned of net tariff headwinds of €1.0–1.2 billion for the year, and said second-half results are expected to be weighted to the fourth quarter.
- The company is pressing ahead with FaSTLAne 2030, a five-year €60 billion plan focused on Jeep, Ram, Peugeot and Fiat plus partnerships, with a target to restore positive industrial free cash flow by 2027.