STLA Earnings call
STLA
Stellantis is a manufacturer of vehicles. The company operates vehicle assembly plants and manages the production and sale of vehicles. Source: 20-F annual report (2026-02-26)
Results Q2 2026 vs Q1 2026 · previous quarter · published 30 Jul 2026 and 30 Apr 2026
Net income down 31.8% on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Numbers
−31.8%
Net income vs Q1 2026
Outlook given
Net income 266.0M vs 390.0M
Revenue +14.0%
Why Against the same quarter last year (turned to a profit), net income rose mainly because volume and mix had a positive impact of EUR 376 million from higher shipments in North America and Europe, while SG&A costs increased by EUR 317 million.
2 · How management spoke
Typical
More upbeat than 63% of company calls
Answers to analysts: typical, in line with the script.
Similar to last call.
3 · What stood out
Figure
Net revenues are up 13%. AOI margin is up 120 basis points. Industrial free cash flow is positive EUR 1 billion, up EUR 1 billion compared to last…
Read between the lines
What changed since the last report, what management stopped mentioning, and the quote behind each point.
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Tone
How upbeat management sounded, compared with other companies and with the last report.
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Numbers
EUR · SEC 6-K interim report, accession 0001605484-26-000064 (period end 2026-06-30)
| Metric | Q2 2026period end 2026-06-30 | Q1 2026period end 2026-03-31 | Change | Q2 2025 | YoY |
|---|---|---|---|---|---|
| Revenue | 43.48B | 38.13B | +14.0% | 38.45B | +13.1% |
| Operating income | 702.0M | 688.0M | +2.0% | -2.39B | Turned profit |
| Net income | 266.0M | 390.0M | −31.8% | -1.87B | Turned profit |
| EPS | 0.07 | 0.14 | −50.0% | -0.65 | Turned profit |
| P/E | — | — | — | — | — |
Topics
What management talked about most, and what it stopped talking about.
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