Stellantis earnings preview: After $26 billion write-down, is a turnaround next?

February 25, 2026 - 23:23

All eyes are on Stellantis as the global automaker prepares to release its second-half and full-year financial results. The report, due early Thursday, is expected to provide critical insight into the company's financial health and the trajectory of its ongoing restructuring plan.

This scrutiny follows a significant and costly misstep in the electric vehicle sector. The company previously recorded a staggering $26 billion write-down, primarily linked to its struggling EV subsidiary. This massive financial charge highlighted the intense challenges and fierce competition within the electric vehicle market, forcing a strategic reassessment.

Investors and industry analysts are now keenly awaiting the latest figures to gauge whether the company's corrective actions are gaining traction. The focus will be on margins, cash flow, and any updated guidance that may signal stabilization. The core question remains whether Stellantis can demonstrate concrete progress in its complex turnaround effort, moving past a year defined by a substantial financial setback to chart a clearer path forward for its electrification strategy and overall brand portfolio. The upcoming earnings call will likely address operational efficiencies and revised plans for its EV portfolio in key markets.