Stellantis schrapt elektrische pickup na 22-miljardverlies

2026-02-06 economie

Turijn, vrijdag, 6 februari 2026.
Stellantis heeft een verlies van 22 miljard euro genomen door de slechte afstemming van zijn elektrische strategie. Het concern stelt zijn koers bij na een te optimistische inschatting van de vraag naar elektrische auto’s. De belangrijkste maatregel is de stopzetting van de volledig elektrische Ram 1500. Die beslissing kwam direct vanuit de raad van bestuur. Er wordt nu gekozen voor een mix van hybride en klassieke motoren. De aandelen daalden met ruim 20 procent. Ook komt er dit jaar geen dividendaanbetaling. De nieuwe koers moet passen bij wat klanten écht willen rijden.

a major reversal for stellantis ev strategy

Stellantis has taken a €22.2 billion charge following a strategic reassessment of its electric vehicle roadmap [1]. This move reflects a significant pivot after the company admitted to overestimating consumer adoption rates for EVs [2]. The decision impacts product planning across markets, particularly in North America where customer preferences and shifting emissions regulations prompted a redesign of offerings [3]. As part of the reset, the Ram 1500 BEV project has been canceled [4]. The charges include substantial sums tied to supplier compensation and contract adjustments [5].

operational fallout and leadership response

The financial impact stems both from external market conditions and internal execution failures according to CEO Antonio Filosa [2]. He stated the charges reflect “the cost of overestimating the pace of the energy transition” and acknowledged past operational shortcomings [3]. Poor product quality contributed to earlier reputational damage, with warranty provisions increasing by €4.1 billion [1]. Restructuring measures in Europe account for €1.3 billion of the total charge [1]. The company plans €6.5 billion in cash outflows over the next four years related to the adjustment [4]. Leadership emphasizes a renewed focus on customer alignment [2].

capital markets react sharply

Investors responded negatively to the announcement, sending Stellantis shares down by as much as 27% in early trading [5]. On Milan’s exchange, the drop reached nearly 24%, erasing billions in market value overnight [6]. The selloff extended beyond Stellantis, dragging down affiliated automotive suppliers like Valeo and Forvia [5]. Market capitalization briefly dipped below €18 billion, marking a steep fall from previous highs [6]. Analysts note the writedown surpasses those recently taken by Ford and General Motors, underscoring sector-wide challenges in EV forecasting [7]. The sharp reaction highlights investor skepticism about near-term profitability [8].

strategic recalibration toward customer demand

Stellantis is abandoning its previous EV-first mandate in favor of a “freedom of choice” approach [3]. Future product lines will emphasize hybrids and advanced internal combustion engines alongside scaled-back EV initiatives [4]. This includes reviving the HEMI V-8 engine option for the Ram 1500 lineup [1]. While remaining committed to electrification long term, the company insists the pace must now follow actual demand rather than regulatory mandates [3]. The shift aims to rebuild trust with dealers and consumers who felt alienated by abrupt transitions [2]. Product launches will prioritize responsiveness to regional buyer behavior [5].

financial stability and future outlook

Despite the massive non-cash charge, Stellantis retains €46 billion in industrial liquidity as of year-end 2025 [1]. To safeguard its balance sheet, the board has suspended dividends for 2026 and authorized up to €5 billion in hybrid bond issuances [4]. Management forecasts modest improvements in net revenue and operating margins during 2026 [5]. Cash flow is expected to turn positive by 2027 [7]. A comprehensive update on the new strategic direction will be presented at an investor event scheduled for May 21, 2026 [1]. The company continues investing $13 billion in U.S. manufacturing through 2029 [5].

Bronnen

elektrische auto's Stellantis