Stellantis posts 2.7B loss, blames tariffs

[testerdahl]

Unlike GM, Stellantis posts a 2nd quarter 2.7B loss and largely blames the tariffs for the hit.

"In North America, Stellantis said second-quarter shipments were expected to decline by roughly 109,000 units, lower by an annual 25%, given the reduced manufacturing and shipment of imported vehicles — which are most impacted by tariffs — and lower fleet channel sales."

This refers to the Hornet, Tonale and I'm sure other vehicles it imports and likely what CEO Tim Kuniskis from Ram said about not building Ram fleet trucks, rather prioritizing consumer trims for now.

Note: I tried to find a different news source like Fox Business, but they didn't even cover the news from what I could find.

https://www.cnbc.com/2025/07/21/stellantis-expects-first-half-net-loss-of-2point7-billion-as-tariffs-bite.html

 

[Saddle Tramp]

They are really going to need a Maverick competitor to help make up losses.

 

[Dusdaddy]

Their loss is $2.7B, but the tariffs cost them $385M, which is less than 15%. How are tariffs the biggest blame?

 

[Fightnfire]

Their loss is $2.7B, but the tariffs cost them $385M, which is less than 15%. How are tariffs the biggest blame?

It's the out of touch drum they keep beating. My only guess is, European ownership and the EU corporates. They'd rather sell a message than a vehicle.

 

[testerdahl]

Their loss is $2.7B, but the tariffs cost them $385M, which is less than 15%. How are tariffs the biggest blame?

I hope I have time to dig into this one. You are right, it doesn't smell right to me. A lot of mixed messaging.

 

[Saddle Tramp]

I heard they were going to use Stelantis for a sim game to see how to save the company. Kinda like Sim City did for Flint, Michigan.

 

[Dusdaddy]

I hope I have time to dig into this one. You are right, it doesn't smell right to me. A lot of mixed messaging.

Maybe because it was much more than expected? Few makers are feeling the tariffs yet because current inventory being sold hasn't had the tariffs assigned. Next half of the year will be different. Which is amazing when they say that could be $1-1.5 B. Big jump from $385 M.