Click to enlarge.
On February 6, 2026, Stellantis announced a major overhaul of its business, causing ~€22.2 billion in charges, excluded from adjusted operating income (AOI), for the second half of 2025, of which ~€6.5 billion are cash payments expected to be made during the next four years. These charges include:
• Resetting the product plan and EV supply chain to reflect customer demand and shifting regulations;
• A change in the estimation process for contractual warranty provisions; and
• Other charges, mainly related to previously announced workforce reductions in Enlarged Europe.
Stellantis claims it has also “empowered regional teams to accelerate decision-making and improve effectiveness across all business areas, while working to build closer, more productive relationships with the Company’s dealer, supplier, institutional and union stakeholders.”
In 2026, Stellantis’ expanding product wave is increasing market coverage and targeting new opportunities for profitable growth.
• In North America, the Jeep® Cherokee and Dodge Charger SIXPACK mark a decisive re entry into the mid SUV and ICE muscle car segments, with additional momentum expected from the late 2025 launch of the Ram 1500 HEMI® V8 and Express models.
• In South America, the mid-size pickup Ram Dakota anchors the lineup.
• In Enlarged Europe, the Citroën C5 Aircross BEV, the Jeep® Compass BEV and the recently launched Fiat 500 Hybrid are claimed to further strengthen the Company’s ability to meet the full range of its customers’ needs.
