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Business Philosophy26 Mar 2024
John Elkann: Leading Stellantis, Ferrari, and Exor to New Heights
As the Chairman of Stellantis and Ferrari and CEO of Exor, John Elkann is arguably the most influential person in the global automotive sector.
Stellantis (STLAM) investor relations material
Stellantis Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary30 Oct, 2025
Executive summary
Q3 2025 marked a return to top-line growth, with net revenues up 13% year-over-year to €37.2 billion and consolidated shipments up 13% to 1.3 million units, led by a 35% rebound in North America and strong performance in Enlarged Europe and Middle East & Africa, while South America declined moderately.
Announced a $13 billion U.S. investment over four years to expand manufacturing, launch five new vehicles, create over 5,000 jobs, and support a multi-energy strategy.
Six of ten planned 2025 vehicle launches were completed by Q3, including the return of the HEMI V8 Ram 1500 and new European models, supporting commercial momentum.
U.S. market share reached 8.7% in September, the highest in 15 months, with a 6% year-over-year sales increase in Q3.
H2 2025 financial guidance reaffirmed, expecting improved net revenues, low-single-digit AOI margin, and better industrial free cash flow versus H1 2025.
Financial highlights
Net revenues for Q3 2025 reached €37.2 billion, up 13% from Q3 2024, driven by North America, Europe, and Middle East & Africa.
Consolidated shipments totaled 1.3 million units, up 13% year-over-year, with North America up 35% and Enlarged Europe up 8%.
Global sales increased 4% year-over-year.
Pricing improved 2% year-over-year, with North America up 4% due to a low prior-year base.
FX headwinds negatively impacted revenues by €1.7 billion, mainly due to U.S. Dollar devaluation.
Outlook and guidance
H2 2025 guidance confirmed: expects improved net revenues, low-single-digit AOI margin, and better industrial free cash flow versus H1 2025.
Net tariff expenses for 2025 projected at €1 billion, down from €1.5 billion.
Anticipates one-off charges in H2 2025 related to strategic and product plan changes and warranty estimation process review, largely excluded from AOI.
No major supply chain disruptions anticipated.
How will the $13B US investment impact capacity?
What is the nature of H2 2025 one-off charges?
Why did EU30 market share decline in Q3?
Future tariff exposure from US investment?
Europe strategy: share recovery & profit impact?
US regulation changes: product strategy shift?
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Next Stellantis earnings date
Q4 202520 Feb, 2026
Next Stellantis earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
One of the World's Largest Auto Manufacturers
Stellantis is a multinational automotive manufacturing corporation that ranks among the world's largest. Born from the merger of Fiat Chrysler Automobiles and Groupe PSA in 2021, Stellantis brings together a collection of iconic automotive brands, including Fiat, Chrysler, Peugeot, Citroën, and Jeep, among others. Operating in over 130 countries, Stellantis's operations span the globe, with a strong presence in Europe, North America, and emerging markets.
A Union of Auto Titans
Stellantis’s lineage carries a rich history and heritage in the automotive industry, thanks to the diverse brands it has inherited from its parent companies. Chrysler’s legacy stretches back to 1925, and Fiat’s even further to 1899. Brands like Peugeot, Maserati, and several others are also included under the broader Stellantis umbrella. These brands have made significant contributions to the automotive industry over the years and continue to be central to the company’s identity, even if they are now part of the larger Stellantis family.
The Global Reach of Stellantis
Stellantis, with its vast array of brands and models, offers a diverse range of vehicles that span from luxury cars and sporty performance models to rugged SUVs and practical family vehicles. With around 400,000 employees, the auto giant operates over 40 manufacturing plants worldwide and maintains a presence in more than 130 countries. Its products and services cater to a diverse customer base, from private individuals to fleet operators, government agencies, and commercial entities. Today, Stellantis stands as one of the world's biggest automakers behind names like Toyota and Volkswagen.
Welcoming the Future of Auto Industry
Stellantis has recognized the industry's shifting landscape and the inevitable electric future. The company is investing in the development and production of electric and hybrid vehicles, in tune with the global shift toward cleaner and more sustainable transportation. The company has outlined plans to transition to electric mobility and aims for a net-zero carbon footprint by 2038, with intermediate targets of reducing CO2 emissions by 50% by 2030 compared to 2010 levels. Furthermore, Stellantis is also exploring advanced driver assistance systems (ADAS) and autonomous driving technologies.
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