Stellantis Sees €1.5B Tariff Hit In 2025; Reinstates H2 Guidance With Low-Single Digit AOI, Revenue Growth

Benzinga

2025/07/29

Tariff Update

Stellantis updates its estimate of 2025 net tariff impact to approximately €1.5 billion, of which €0.3 billion was incurred in H1 2025. The Company remains highly engaged with relevant policymakers, while continuing long-term scenario planning.

Stellantis Re-Establishes Financial Guidance

Stellantis has initiated financial guidance for H2 2025. The Company expects to see increased Net revenues, low-single digit AOI(2) profitability, and improved Industrial FCF(3) results in H2 2025. Guidance assumes current tariff/trade rules in place as of July 29, 2025.

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