Earnings Alerts

Stellantis NV (STLA) Earnings: 1Q Net Revenue In Line with Estimates Amid Tariff Uncertainties

  • Stellantis reported net revenue of €35.81 billion in the first quarter of 2025, a 14% decrease compared to last year, but it still met the estimated €35.98 billion.
  • North America’s net revenue was €14.42 billion, a 25% decline year-over-year, narrowly missing the estimate of €14.7 billion.
  • Enlarged Europe saw a small decrease in net revenue, recorded at €13.57 billion, which slightly exceeded the estimate of €13.12 billion.
  • South America’s net revenue grew by 6.1% to €3.68 billion, surpassing the estimated €3.6 billion.
  • Middle East & Africa’s net revenue was €2.28 billion, a 15% decline year-over-year, slightly above the estimated €2.24 billion.
  • The region of China, India & Asia Pacific faced a 15% drop in net revenue to €447 million, falling short of the €504.8 million estimate.
  • Maserati’s net revenue dropped significantly by 50% to €157 million, below the estimated €210.4 million.
  • Overall vehicle sales were 1.22 million units, a decrease of 8.8%, short of the estimate of 1.25 million units.
  • North America’s vehicle sales declined by 20% to 325,000, missing the forecast of 334,846 units.
  • In Enlarged Europe, vehicle sales were down 7.8%, totaling 567,000, compared to an estimate of 581,928 units.
  • South America’s vehicle sales grew by 19% to 211,000 units, exceeding the estimate of 207,793 units.
  • Middle East & Africa’s vehicle sales fell by 15% to 100,000, which was under the estimate of 103,791 units.
  • In China, India & Asia Pacific, vehicle sales dropped 20% to 12,000 units, underperforming against the estimated 14,671 units.
  • Maserati’s vehicle sales declined 48% to 1,700 units, below the expected 1,960 units.
  • Stellantis has suspended its 2025 financial guidance due to uncertainties related to tariffs.
  • The company is actively engaging with policymakers on tariff policies and is taking measures to mitigate impacts.
  • The search for a new permanent Chief Executive Officer is ongoing and is expected to be completed by mid-2025.

Stellantis NV on Smartkarma

Analysts on Smartkarma are closely following Stellantis NV, the automotive powerhouse behind iconic brands like Jeep, Dodge, Fiat, and Maserati. Baptista Research provides insights into Stellantis’ challenges and potential turnaround. In their report “Stellantis on the Ropes: Tariffs, Layoffs, and Factory Pauses — But Is A Turnaround Taking Shape?Baptista Research highlights the impact of 25% auto import tariffs, production halts, layoffs, and credit downgrades on Stellantis’ operations. Despite facing tough times, analysts suggest the company might be on the brink of a transformation.

Furthermore, Baptista Research‘s report “Stellantis: Is There Any Scope For Market Share Improvement In The Near Future?” delves into Stellantis’ 2024 results and strategic initiatives. The focus on new product launches like the Dodge Daytona and regional empowerment reflects Stellantis’ efforts to regain market share and rebuild trust. With a mix of challenges and opportunities ahead, analysts are closely monitoring developments at Stellantis to gauge the company’s future prospects.


A look at Stellantis NV Smart Scores

FactorScoreMagnitude
Value5
Dividend5
Growth2
Resilience3
Momentum2
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts at Smartkarma have provided insight into the long-term outlook for Stellantis NV, a company engaged in the manufacturing and marketing of automobiles and commercial vehicles, among other business activities. Based on the Smart Scores, Stellantis NV has received high scores in Value and Dividend factors, indicating strength in these areas. This suggests that the company is perceived favorably in terms of its value and dividend payouts, which may be appealing to investors looking for stable returns.

However, the company has received lower scores in Growth, Resilience, and Momentum factors. This implies that while Stellantis NV may offer strong value and dividends, there may be room for improvement in terms of growth potential, resilience to market changes, and overall momentum. Investors may consider these factors when evaluating the long-term prospects of investing in Stellantis NV.

Summary: Stellantis NV is a global company that manufactures automobiles, commercial vehicles, metallurgical products, and production systems for the automobile industry. Additionally, the company owns publishing and insurance businesses, catering to a diverse range of customers worldwide.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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