Stellantis CEO Promises ‘A Lot of Answers’ on Strategy in Coming Months
Stellantis NV CEO Antonio Filosa said Feb. 26 that investors should expect more major strategic news soon from the automotive conglomerate, which recently joined its Big Three peers in booking billions of dollars in write-downs in its electric-vehicle business.
Speaking with analysts after Stellantis—the owner of the Jeep, Chrysler and Dodge brands as well as Fiat, Opel and a handful of others—reported its financial results for the second half of 2025, Filosa punted on many specifics about what lies ahead for Stellantis and said he and his team will disclose much more information at a broader presentation in mid-May that will be held in Auburn Hills, Michigan. Asked if that event could include news of “more radical decisions,” Filosa said his focus is on both nuts-and-bolts efficiencies as well as big moves.
“We will see a very strong focus on operational execution and operational efficiency improvement. This is quality. This is time to market. This is obviously industrial productivity,” said Filosa, who took over as CEO last June after Stellantis’ board bid adieu to Carlos Tavares in late 2024. “Also, we will see […] a lot of answers to all the other strategic items that we have […] in our minds. Stay tuned.”
In the meantime, Filosa and CFO Joao Laranjo are telling investors and analysts to expect “steady, progressive improvement” in 2026 as they move on from a “profound reset” of Stellantis’ EV efforts, which led them to also suspend the company’s dividend in 2026. For North America, the executives pointed to second-half sales growth of 4%, a return to price increases and a 20-basis point gain in market share to 7.6%.
For 2026, leaders’ focus is on further working down costs and improving quality while moving ahead with the first steps of a four-year, $13 billion investment push that will grow U.S. finished-vehicle production by half. Filosa said North American operations will be the biggest contributor to Stellantis’ profit growth this year.
In the second half of last year, Stellantis booked an adjusted operating loss of about $1.6 billion on revenues of nearly $93.5 billion. Helped by the combination of new product launches and a “pricing recalibration,” revenues in North America rose 30% year over year to about $38.6 billion and accounted for 41% of the company’s top line.
Shares of Stellantis (Ticker: STLA) rose more than 3% to nearly $8 on the heels of executives’ earnings report and conference call. They are, however, still down nearly 20% over the past six months because of investors’ reaction to the EV write-downs. Stellantis’ market capitalization is now $23 billion.
About the Author
Geert De Lombaerde
Senior Editor
A native of Belgium, Geert De Lombaerde has been in business journalism since the mid-1990s and writes about public companies, markets and economic trends for Endeavor Business Media publications, focusing on IndustryWeek, FleetOwner, Oil & Gas Journal, T&D World and Healthcare Innovation. He also curates the twice-monthly Market Moves Strategy newsletter that showcases Endeavor stories on strategy, leadership and investment and contributes to other Market Moves newsletters.
With a degree in journalism from the University of Missouri, he began his reporting career at the Business Courier in Cincinnati in 1997, initially covering retail and the courts before shifting to banking, insurance and investing. He later was managing editor and editor of the Nashville Business Journal before being named editor of the Nashville Post in early 2008. He led a team that helped grow the Post's online traffic more than fivefold before joining Endeavor in September 2021.