Stellantis reconfirms 2026 targets as U.S. shares fall to record low

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Stellantis 2026 targets, U.S. shares low

Highlights

Stellantis reaffirms 2026 guidance for mid-single-digit net revenue growth, low-single-digit adjusted operating margin, positive 2025 cash flow, and over 3 billion euros of free cash flow in 2028.
Stellantis' U.S. shares closed at $4.43, down 4.1% Tuesday and nearly 60% year-to-date, reaching a record low since the 2021 merger.
The company reported a free cash flow loss of 4.5 billion euros last year, highlighting the scale of its ongoing $70 billion turnaround plan.

Guidance reaffirmed amid turnaround push

As reported by CNBC, Filosa says Stellantis remains committed to its 2026 guidance of a mid-single-digit percentage increase in net revenue and a low-single-digit adjusted operating margin. He also reconfirms the company is targeting positive cash flow next year and more than 3 billion euros of free cash flow in 2028.

Speaking on Wednesday at an Automotive News event in Detroit, Filosa says the company is convinced it will meet those goals. He adds that the reset strategy centers on "freedom of choice" and closer attention to customer demand.

Stellantis has been carrying out a roughly $70 billion turnaround plan after margin dilution and years of sales declines, particularly in North America and the U.S. Filosa, who became CEO in June 2025, is focusing on regional brands including Ram and Jeep in the U.S., while keeping the automaker's full portfolio of 14 brands.

Market pressure and regional stakes

The company outlines the plan around sharper management of its brand portfolio, new investments, enhanced partnerships, an optimized manufacturing footprint, stronger execution and greater authority for regional and local teams. The approach reflects Stellantis' effort to rebuild performance without shrinking its brand lineup.

Stellantis' U.S. shares close Tuesday at $4.43, down 4.1% on the day and marking a new closing low. The stock is down nearly 60% so far this year and is on track for its worst annual performance since Fiat Chrysler and PSA Groupe merged to form the automaker in January 2021.

Cash generation remains a key measure for investors watching the turnaround. Stellantis records a free cash flow loss of 4.5 billion euros last year, underscoring the scale of the recovery the company is trying to deliver.

Our earlier article on BMW’s capital markets strategy update explained how the automaker plans to lift profitability by simplifying its model range and reshaping production across China, the U.S., and Europe. We highlighted BMW’s upgraded long-term margin and free-cash-flow targets, its interim 2028 goals, and planned organizational streamlining alongside technology and EV rollout timelines.

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