Stellantis Q2 Revenue Jumps 13% to €43.5B, Swings to Net Profit of €0.3B
STLA is trading near its 52-week low of $5.25 (11% above the low) on elevated volume (2.2× avg).
Summary
Stellantis reported Q2 2026 revenue of €43.5 billion, up 13%, and net profit of €0.3 billion, reversing a year-ago loss. The results reflect strong North American shipments and improved industrial free cash flow.
Key Events · Earnings and Guidance · STLA
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Revenue Up 13% to €43.5B
Driven by a 10% increase in global shipments and a 38% jump in North America, Q2 2026 net revenues rose to €43.5 billion from €38.4 billion a year ago.
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Swings to Net Profit of €0.3B
Net profit reached €293 million in Q2 2026, compared to a loss of €1,869 million in Q2 2025, as cost of revenues and SG&A grew slower than revenue.
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Adjusted Operating Income Surges
Adjusted operating income was €773 million, up from €213 million in Q2 2025, reflecting improved industrial margins and a €100 million contribution from financial services.
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Industrial Free Cash Flow Turns Positive
Industrial activities generated €2.6 billion in net cash from operating activities in H1 2026, reversing a €2.1 billion outflow in H1 2025, supported by working capital improvements.
Analysis · STLA · Manufacturing
A sharp turnaround defined Stellantis' Q2 2026, as revenue climbed 13% year-over-year to €43.5 billion and the company swung to a net profit of €0.3 billion from a €1.9 billion loss a year ago. The rebound was fueled by a 10% increase in shipments—including a 38% surge in North America—and tighter cost control. Adjusted operating income jumped from €213 million to €773 million, while industrial free cash flow turned positive. Although the profit margin remains thin, these results confirm the operational recovery signaled in the July 13 shipment update and mark a decisive break from the losses that plagued the first half of 2025.
At the time of this filing, STLA was trading at $5.84 on NYSE in the Manufacturing sector, with a market capitalization of approximately $22.1B. The 52-week trading range was $5.25 to $12.22. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.