Stellantis has pushed the launch of its next strategic plan to the second quarter of 2026 to give new CEO Antonio Filosa more time to prepare for the capital markets day.
On a recent call, investor relations head Ed Ditmire said the delay will help management factor in external considerations, including US tariffs and ongoing policy discussions in Europe.
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As reported by Reuters, Ditmire said: “We expect to make final decisions on timing relatively soon and communicate it promptly at that time.”
An update on shipments and revenue is scheduled for release on 30 October.
British financial institution Barclays said investors’ interest in Stellantis has been increasing.
“We think it still seems premature to fully re-engage while adjusted operating income and free cash flow visibility remain limited and the all-new management team is performing a significant strategic pivot,” the bank was quoted as saying.
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By GlobalDataEarlier this month, Stellantis revised up its estimate for consolidated shipments in the quarter ended 30 September 2025, driven largely by stronger sales in North America.
It estimated consolidated shipments (vehicles delivered to dealers, importers, and fleets ahead of retail and revenue recognition) at about 1.3 million units for Q3 2025, up 13% year‑on‑year.
The company also disclosed a number of changes to the Stellantis Leadership Team (SLT) amid efforts to recover from its US market downturn and the effects of this year’s US import tariffs.
Furthermore, Stellantis is poised to invest about $10bn in its US operations as part of a renewed focus on the US market, seen as critical to the company’s profitability.
According to a report, the maker of Jeep SUVs and Ram pickups is expected to announce a new $5bn commitment on top of a similar earlier pledge.
