The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year

1 hour ago 9

Trey Thoelcke

Sat, June 27, 2026 astatine 9:25 AM CDT 3 min read

Quick Read

Stellantis (STLA) earns a C− aft Filosa's archetypal year, with shares down 39% and a $22 cardinal nett nonaccomplishment dragging the 2026 dividend suspension.
Q1 2026 EPS tripled expert estimates astatine $0.25, and North America flipped from a $634 cardinal nonaccomplishment to a $308 cardinal profit.
Filosa's people could emergence with affirmative escaped currency travel earlier 2027, but different warranty situation oregon Chinese rival gains could propulsion it lower.
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One twelvemonth into Antonio Filosa's tenure arsenic Stellantis (NYSE: STLA) main enforcement officer, the verdict from investors is harsh, the operational information is genuinely mixed, and the strategical bets are inactive loading. Its shares person mislaid 38.7% since Filosa formally took the helm connected June 23, 2025, closing astatine $5.74 connected June 25, 2026, versus $9.36 astatine his start.

Direct oculus interaction and chiaroscuro lighting interruption the 4th wall, creating an intimate, high-pressure atmosphere. It makes the scholar consciousness arsenic if they are sitting crossed the array from the CEO during a captious show review.

24/7 Wall St. opinion: Grade C−. This is an editorial judgment. A banal terms reflects the company's trajectory but captures lone portion of a CEO's impact, and 12 months is simply a abbreviated model for a turnaround of this scope.

The Bear Case

The shareholder symptom is severe. The banal is down much than 48% year-to-date and astir 42% implicit 1 year. Q4 2025 included $25.41 cardinal successful antithetic charges, including $9.07 cardinal successful programme cancellations and $6.58 cardinal successful North American level impairments. The FY 2025 nett nonaccomplishment reached $22.33 billion, the 2026 dividend was suspended, and some S&P (BBB-) and Moody's (Baa3) downgraded the credit.

Filosa said: "Our 2025 afloat twelvemonth results bespeak the outgo of over-estimating the gait of the vigor transition." Add a 1 million-plus Jeep Wrangler/Gladiator fire-risk callback tied to 72 reported fires, a Schall Law securities-fraud people action, European registrations down 2.3% successful May with stock astatine 15.3%, and an AlphaValue/Baader downgrade citing Chinese OEMs reaching 10% European share, and the carnivore lawsuit practically writes itself.

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The Bull Case

Filosa inherited a six-month enactment vacuum, a bloated EV roadmap, and U.S. tariff exposure. Execution is improving. Adjusted diluted Q1 2026 EPS deed $0.246 versus a $0.083 estimate, gross reached $44.6 billion, and North America was the superior maturation motor that pulled the full planetary institution retired of the red. First-month work issues fell by much than 50% successful North America.

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