Stellantis Reports €22.3 Billion Loss in 2025 and a Shift in Electric Strategy

Stellantis announced that in 2025 it incurred a net loss of €22.3 billion, and its revenue fell by 2% year-on-year. Some publications emphasize that this is one of the largest losses in the history of groups associated with France, and according to commentators, the scale of the deterioration is related to results in Europe and North America and the costs of changing the development direction. The company also included significant one-off charges: Le Monde described a one-off charge reaching €25.4 billion, linked to financing the shift in approach to electrification. Some headlines (including Mediapart, France 24, WSJ) highlight that the group is correcting its earlier assumptions regarding full electrification, recognizing that the transition has proven more expensive and difficult than anticipated, and demand for electric cars in Europe is weakening.

22,3 mld euro — Stellantis net loss in 2025 „La transizione green è stata sopravvalutata” (The green transition has been overestimated) — Antonio Filosa Since the 1970s, the automotive industry in Europe and the USA has undergone successive waves of restructuring, triggered by fuel crises, tightening emission standards, and the globalization of supply chains. After 2015, when countries began introducing stricter CO2 limits, manufacturers accelerated investments in alternative powertrains, often financing them at the expense of margins and dividends. According to press reports, the company simultaneously declares remedial actions: it plans to invest in its product and return to profitability, and in 2026 expects to improve results quarter by quarter. Some articles draw attention to issues of product quality and the costs of operational adjustments. In operational data, cited by Italian media (ANSA, Il Sole 24 Ore), Stellantis reported consolidated deliveries of 5.484 million cars in 2025 (a 1% increase) and 2.8 million deliveries in the second half of 2025. Some editorial offices (including PB.pl and WNP.pl) link the strategic shift to further restructuring and possible job reductions, although the scale and timeline of such actions are not presented uniformly across all reports. Some commentaries also mention the suspension of transfers to shareholders, including dividends, as part of savings and liquidity protection measures.

Stellantis Deliveries in 2025: 2025: 5.484, 2025 H2: 2.8

Perspektywy mediów: Some media describe the result as proof of the failure of the push for electric vehicles and management errors. Business media more strongly emphasize the accounting nature of the write-offs and the promise of improved results in 2026.