Stellantis to Report Q1 with €38.5B Revenue and 12% Shipment Rise
Stellantis will release its first quarterly report Thursday, with analysts expecting €38.49B revenue and €0.12 EPS; the shift reflects CEO Filosa's transparency push after a €22.3B net loss in 2025 driven by €30B in strategic-reset charges. Estimated Q1 shipments rose 12% to 1.4M units, signaling a showroom recovery.
1. Transition to Quarterly Reporting
After biannual disclosures since 2021, Stellantis will publish its first quarterly results on Thursday under CEO Antonio Filosa's transparency initiative, aiming to rebuild investor confidence following 2025 setbacks.
2. Q1 Earnings Expectations
Analysts project €38.49 billion in revenue, €0.12 in adjusted EPS and approximately €252.33 million in adjusted net income for the first quarter of 2026.
3. 2025 Net Loss and Strategic-Reset Charges
Stellantis closed 2025 with a €22.3 billion net loss driven by nearly $30 billion in charges from write-downs on EV assets and portfolio recalibrations, including reintroducing gas-powered options.
4. Shipment Growth and 2026 Outlook
Estimated Q1 shipments reached 1.4 million units, up 12% year-over-year, reflecting early benefits of product refresh and inventory normalization; full-year guidance anticipates mid-single-digit revenue growth, low-single-digit operating margin, and a return to positive industrial free cash flow by 2027.