STLANYSEMotor Vehicles & Passenger Car BodiesUS GAAP · USD

Stellantis N.V.

Stellantis N.V. is a multinational automaker formed around a broad portfolio of passenger vehicles, light commercial vehicles, and mobility brands across Europe, North America, and other international markets. It designs, manufactures, markets, and sells vehicles under brands such as Jeep, Peugeot, Fiat, Opel, Ram, and Chrysler, and also offers fleet, leasing, and mobility services through brands including Free2move and Leasys.

Kysy yhtiöstä
Liikevaihto153,5mrd USD
−2,1 %v/v
Liikevoitto (EBIT)−25,1mrd USD
−552,4 %v/v
EBIT-marginaali−16,4%
−19,9 %-yks.v/v
Nettotulos−22,4mrd USD
−508,7 %v/v
Vapaa kassavirta−13,8mrd USD
−44,8 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2022–2025

−50050100150200mrd USD2022: 179,6 mrd USD2022: EBIT 20,7 mrd USD20222023: 189,5 mrd USD2023: EBIT 23,7 mrd USD20232024: 156,9 mrd USD2024: EBIT 5,6 mrd USD20242025: 153,5 mrd USD2025: EBIT −25,1 mrd USD2025153,5−25,1
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Passenger Vehicles65 %

Cars and SUVs sold under Stellantis' global brand portfolio.

Light Commercial Vehicles20 %

Vans and other commercial vehicles for business and fleet use.

Mobility and Leasing Services8 %

Vehicle leasing, fleet management, and mobility offerings.

Parts and Aftermarket7 %

Spare parts, accessories, and related service offerings.

Asiakkaat

Stellantis sells primarily to retail vehicle buyers, commercial fleet operators, and business customers that need vans or light commercial vehicles. It also serves leasing, rental, and mobility customers through its service brands, while dealerships and importers act as the main distribution channel for many markets.

Retail vehicle buyers

Households purchasing passenger cars and SUVs for personal use and brand preference.

Commercial fleet operators

Businesses buying vans and light commercial vehicles for delivery, service, and logistics.

Leasing and mobility customers

Customers using lease, rental, and flexible mobility offerings through Free2move and Leasys.

Dealer and importer networks

Independent dealers and importers that purchase vehicles for resale and market reach.

Strategia

Stellantis’ strategy centers on using a multi-brand portfolio to cover different customer segments, price points, and powertrain needs across major regions. The company is also positioning its lineup around electrification, connected vehicles, and mobility services while leveraging platform and brand breadth to refresh products and protect market share.

Electrification and product renewalKeskipitkä aikaväli

New powertrain and model launches are essential for keeping brands competitive and compliant.

Brand portfolio executionPitkä aikaväli

A wide brand set allows Stellantis to target different customers and price bands.

Mobility and services expansionKeskipitkä aikaväli

Leasing and mobility can deepen customer relationships beyond one-time vehicle sales.

Regional market adaptationLyhyt aikaväli

Demand and regulation differ sharply across Europe, North America, and Asia Pacific.

Maantiede

Stellantis has a broad multinational footprint spanning Enlarged Europe, North America, South America, and Asia Pacific, with production and sales activity tied to local brand strength in each region. The company’s mix of regions matters because vehicle demand, regulation, electrification adoption, and industry cycles vary materially by market.

Riskit

The business is exposed to cyclical auto demand, regional mix changes, and the pace of consumer adoption of electrified vehicles. It also faces execution risk from product launches, competitive pressure, supply-chain disruption, and regulatory requirements tied to emissions, safety, and trade.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Cyclical vehicle demand1Regional demand concentration and mix shifts2Electrification and regulatory transition3Launch and model-cycle execution4Supply chain and manufacturing disruption5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Cyclical vehicle demandVaikutus: KorkeaTodennäköisyys: Korkea

    Vehicle purchases are discretionary and often defer when macro conditions weaken.

    Kohdistuu: Passenger cars and light commercial vehicles

  2. Regional demand concentration and mix shiftsVaikutus: KorkeaTodennäköisyys: Korkea

    Performance depends on how different markets perform relative to each other.

    KohdistuuEuropeNorth AmericaAsia Pacific
  3. Electrification and regulatory transitionVaikutus: KorkeaTodennäköisyys: Korkea

    Compliance and competitiveness depend on pace of EV and emissions adaptation.

    Kohdistuu: BEV and hybrid programs

  4. Launch and model-cycle executionVaikutus: KeskitasoTodennäköisyys: Korkea

    The company relies on new products to support volumes and keep brands relevant.

    Kohdistuu: Brand refreshes and platform launches

  5. Supply chain and manufacturing disruptionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Automotive production depends on timely parts, chips, logistics, and plant uptime.

    Kohdistuu: Global manufacturing network

Kirjanpito

Harkinnanvaraiset erät
Revenue timing and shipment recognition

Automobile revenue depends on vehicle deliveries and dealer/distributor arrangements.

Vaikutus: Can shift revenue between quarters when wholesale and retail timing differs

Warranty and recall provisions

Repair obligations and product actions require management estimates.

Vaikutus: Affects cost of sales and provision balances

Lease accounting

Leased vehicles and related obligations are material in mobility and fleet services.

Vaikutus: Affects balance sheet leverage and expense timing

Hedging and hyperinflation

The company discloses deferred hedging gains/losses and hyperinflation effects in certain markets.

Vaikutus: Can affect other income, inventory, and equity

Residual values and impairment

Vehicle residual assumptions and asset recoverability are judgmental in auto businesses.

Vaikutus: Can affect depreciation, impairment charges, and service asset values

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Päivitetty: 28.9.2026