Key facts
- Stellantis' operating income more than tripled in the second quarter.
- Adjusted operating income (AOI) was €773 million, up from €213 million in the prior year.
- Net revenues increased 13% to €43.5 billion, with North America up 32%.
- Industrial free cash flows reached €1.0 billion.
- The company reaffirmed its 2026 financial guidance.
Stellantis reported a significant increase in its second-quarter operating income, which more than tripled compared to the previous year, reaching €773 million. This surge was primarily driven by strong revenue growth in North America, which saw a 32% year-over-year increase, contributing to total net revenues of €43.5 billion, a 13% rise. The automaker also generated €1 billion in industrial free cash flows.
Despite a net profit of €0.3 billion in Q2 2026, which reflects higher volumes and improved operating performance, the company's adjusted operating income margin stood at 1.8%. All regions reported positive AOI margins except for Enlarged Europe, which had a negative margin. Stellantis reaffirmed its full-year financial guidance for 2026, anticipating US tariff costs to be between €1 billion and €1.2 billion.
The company's strategic plan, FaSTLAne 2030, is reportedly underway, with new product launches on track. Stellantis maintained its industrial available liquidity at €44.1 billion, within its targeted range.