The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year
Stellantis shareholders have suffered, the losses are staggering, and Antonio Filosa keeps insisting the turnaround is on track. So which side of that argument does the evidence actually support after his first year running the company?
One year into Antonio Filosa’s tenure as Stellantis (NYSE: STLA | STLA Price Prediction) chief executive officer, the verdict from investors is harsh, the operational data is genuinely mixed, and the strategic bets are still loading. Its shares have lost 38.7% since Filosa formally took the helm on June 23, 2025, closing at $5.74 on June 25, 2026, versus $9.36 at his start.
24/7 Wall St. opinion: Grade C−. This is an editorial judgment. A stock price reflects the company’s trajectory but captures only part of a CEO’s impact, and 12 months is a short window for a turnaround of this scope.
The Bear Case
The shareholder pain is severe. The stock is down more than 48% year-to-date and about 42% over one year. Q4 2025 included $25.41 billion in unusual charges, including $9.07 billion in program cancellations and $6.58 billion in North American platform impairments. The FY 2025 net loss reached $22.33 billion, the 2026 dividend was suspended, and both S&P (BBB-) and Moody’s (Baa3) downgraded the credit.
Filosa said: “Our 2025 full year results reflect the cost of over-estimating the pace of the energy transition.” Add a 1 million-plus Jeep Wrangler/Gladiator fire-risk recall tied to 72 reported fires, a Schall Law securities-fraud class action, European registrations down 2.3% in May with share at 15.3%, and an AlphaValue/Baader downgrade citing Chinese OEMs reaching 10% European share, and the bear case practically writes itself.
The Bull Case
Filosa inherited a six-month leadership vacuum, a bloated EV roadmap, and U.S. tariff exposure. Execution is improving. Adjusted diluted Q1 2026 EPS hit $0.246 versus a $0.083 estimate, revenue reached $44.6 billion, and North America was the primary growth engine that pulled the entire global company out of the red. First-month service issues fell by more than 50% in North America.
Forward bets are credible: a $13 billion U.S. investment, the Stellantis-Wayve-Uber Level 4 robotaxi partnership, a €5 billion Italy plan through 2030, 30,000 Leapmotor vehicle sales in Italy, and a 9.5% Factorial Energy solid-state stake.
What Moves the Grade
Upward pressure comes from: positive industrial free cash flow before the 2027 target, European margin recovery from the 0.1% Q1 AOI floor, and execution on the 10% buyback authorization. Downward pressure comes from: another warranty surprise, securities-litigation escalation, or further share loss to Chinese rivals. The consensus analyst target is $9.19. Filosa has a runway, but he has not yet earned a higher mark.
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Trey has been an editor and author at 24/7 Wall St. for more than a decade, where he has published thousands of articles analyzing corporate earnings, dividend stocks, short interest, insider buying, private equity, and market trends. His comprehensive coverage spans the full spectrum of financial markets, from blue-chip stalwarts to emerging growth companies.
Beyond 24/7 Wall St., Trey has created and edited financial content for Benzinga and AOL's BloggingStocks, contributing additional hundreds of articles to the investment community. He previously oversaw the 24/7 Climate Insights site, managing editorial operations and content strategy, and currently oversees and creates content for My Investing News.
Trey's editorial expertise extends across multiple publishing environments. He served as production editor at Dearborn Financial Publishing and development editor at Kaplan, where he helped shape financial education materials. Earlier in his career, he worked as a writer-producer at SVE. His freelance editing portfolio includes work for prestigious clients such as Sage Publications, Rand McNally, the Institute for Supply Management, the American Library Association, Eggplant Literary Productions, and Spiegel.
Outside of financial journalism, Trey writes fiction and has been an active member of the writing community for years, overseeing a long-running critique group and moderating workshop sessions at regional conventions. He lives with his family in an old house in the Midwest.
