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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
Stellantis (STLAM) investor relations material
Stellantis Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 TU earnings summary6 Feb, 2026
Executive summary
Announced a decisive strategic reset in H2 2025, empowering regional teams, overhauling stakeholder relationships, and aligning product and EV supply chain with customer demand and regulatory shifts.
New leadership and organizational structure implemented, with over 2,000 engineers recruited in 2025, mainly in North America, and significant improvements in quality KPIs.
Launched 10 new products in 2025, including key models in North America and Europe, expanded Smart Car lineup, and canceled unprofitable models.
Early benefits included strong order intake, robust shipment growth, and improved initial quality metrics.
Largest U.S. investment announced: $13 billion over four years, 5,000+ jobs, and 5 new vehicles.
Financial highlights
H2 2025 net revenues estimated at €78–€80 billion, up 8–11% year-over-year, with consolidated shipments up 11% to 2.8 million units, led by 39% growth in North America.
Adjusted Operating Income (AOI) for H2 2025 was negative €1.2–€1.5 billion; industrial free cash flow was negative €1.4–€1.6 billion, an improvement from H1 2025.
Reported net loss of €19–€21 billion in H2 2025, driven by €22.2 billion in charges, including €14.7 billion for product plan changes, €2.1 billion for resizing the EV supply chain, and €4.1 billion for warranty adjustments.
Adjusted operating income margin declined to (1.5)%–(1.9)% from 0.7% in H1 2025.
Market share in the U.S. increased to 7.9% in H2 2025, up 60 basis points sequentially.
Outlook and guidance
2026 guidance projects mid-single digit percentage increase in net revenues, low single-digit AOI margin (1–3%), and improved industrial free cash flow.
Positive industrial free cash flow expected in 2027, with €2 billion in 2026 payments related to H2 2025 charges, half in Q1.
No dividend to be paid in 2026 due to 2025 net loss; up to €5 billion in hybrid bonds authorized to preserve liquidity and investment grade rating.
What is the cash impact of BEV strategy shift?
Explain the
4.1B warranty provision increase.
How will US investment drive future growth?
Revised EV adoption pace assumption
Europe's path to profitability?
Cash out cadence for EUR 6.5B charges
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Next Stellantis earnings date
Q4 202526 Feb, 2026
Stellantis
Next Stellantis earnings date
Q4 202526 Feb, 2026
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The Agnelli family, a prominent Italian dynasty, is renowned for their influential business ventures. From Fiat Chrysler Automobiles to Juventus Football Club and their historic connection with Ferrari, the Agnellis embody wealth and influence in Italy.
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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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