Stellantis Q2 2026: EPS Misses by 70% Despite North America Surge
As seen on the 24/7 Wall St. homepage on July 30, 2026.
Stellantis cratered on earnings, posting $0.12 per share against a $0.40 consensus while North America surged 32% on refreshed Ram and Jeep models, leaving investors to parse whether CEO Antonio Filosa's turnaround can overcome a projected $1 billion tariff hit.
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Stellantis reported Q2 2026 earnings of $0.12 per share, falling sharply short of the $0.40 consensus estimate — a miss of nearly 70%. The result continues a troubled recent stretch for the automaker: EPS came in below expectations in Q4 2024, Q1 2026, and again now, after a brief moment of relief in Q4 2025 when the company beat a modest $0.08 estimate with $0.25. Revenue was a rare bright spot, coming in at roughly $43.5 billion against an estimate of about $42.5 billion, a beat of around 2%.
The headline number masks a meaningful divergence within the business. North America — historically Stellantis's most profitable region — posted a 32% surge, driven by refreshed Ram and Jeep model lineups. That momentum gives CEO Antonio Filosa something concrete to point to as evidence that his turnaround strategy is gaining traction on the ground, even as the consolidated earnings figure tells a harsher story.
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What investors will be watching most closely is the company's ability to absorb a projected $1 billion tariff hit, which looms as a significant headwind regardless of how well the North American product refresh continues to perform. With the stock trading in the mid-$5 range around the time of the filing, the market's reaction to Q2 reflects ongoing skepticism about whether the operational gains can outpace those external cost pressures in the quarters ahead.
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