Stellantis is betting big on its shift from EVs to steer itself back to profitability after posting its first annual loss in the company’s history.
First things first: On Thursday, the automaker reported a full-year 2025 net loss of 22.3 billion euros ($26.3 billion), compared with a full-year profit of 5.5 billion euros ($6.4 billion) a year ago, reports CNBC.
A major factor in the net loss was 25.4 billion euros ($29.9 billion) in write-downs, said Stellantis.
Changes to warranty estimates and workforce-related costs and layoffs in Europe also contributed to the annual loss.
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Why it matters: Stellantis’ pivot signals how quickly product plans, allocations, and incentive strategy can change when profitability is under pressure—potentially bringing faster price and program shifts as the automaker works to regain share and stabilize margins.
Zooming in: Looking ahead, Stellantis CEO Antonio Filosa said the company will lean heavily on its North American operations to turn things around, building on strides made during the second half of the year in the region.
The turnaround strategy will be driven by continued growth in North America with new products and ramping up production of trucks with Hemi V8 engines, said Filosa.
Stellantis’ gas-powered turnaround strategy has already started yielding results in the U.S., with demand for the refreshed 2026 Ram 1500 rising 10% year-over-year with the retune of the Hemi V8.
“North America is a very strong growth in volume. ... It is very encouraging,” said Filosa, per CNBC. “This growth will be the largest contributor in the world for Stellantis’ profitability.”
Bottom line: Stellantis is putting North America—and trucks—at the center of its recovery plan. Dealers should expect a sharper focus on high-demand ICE products, and stay ready for rapid moves in production mix, incentives, and pricing as the company pushes to rebuild volume and profitability.
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