실적
스텔란티스 3분기 실적 발표: 미국 연초 대비 3% 증가
미국 3분기 판매 324,277대, 연초 대비 3% 증가, 4분기는 규율 있는 실행과 지속 가능한 성장에 집중
기업호재
Stellantis Commits $25B to North America in Turnaround Bid영어 원문
60% of $70B plan, 11 new vehicles, 50% market coverage expansion
첫날 -4.6% · 5일 후 -4.6%
이전 이벤트 18건›
M&A·자금조달악재
Stellantis Faces Strike Threat Over Toronto Factory Sale영어 원문
Union warns of strike in weeks if sale proceeds, impacting Canadian ops
첫날 +2.3% · 5일 후 -10.7%
›전개 과정 2회
- 2026-09-11 Union talks stalled as Stellantis moves toward selling idled plant to Roshel, reshaping Ontario production footprint
- 2026-09-17 Union warns of strike in weeks if sale proceeds, impacting Canadian ops
제품
Stellantis to Showcase 9 Concept Cars at Paris Motor Show영어 원문
Company to unveil 9 concept cars and 60+ vehicles at Paris show, presenting new mobility vision
첫날 -3.7% · 5일 후 -6.1%
애널리스트악재
Berenberg Downgrades Stellantis to Hold영어 원문
Downgrade on weak North America margin recovery, price target sharply cut
첫날 -3.7% · 5일 후 -6.1%
기업악재
Stellantis considers sale of Canada Brampton plant영어 원문
Union says Stellantis weighs sale of Ontario plant, after shifting production to Illinois amid US pressure.
첫날 -0.2% · 5일 후 +0.9%
M&A·자금조달호재
Dimensional Fund Boosts Stellantis Stake by 19.6%영어 원문
Institutional Q1 increase, position valued at $24.81M
첫날 -1.4% · 5일 후 -3.2%
›전개 과정 2회
- 2026-08-06 Institutional investor raised Q1 holdings, position valued at $24.81M
- 2026-08-06 Institutional Q1 increase, position valued at $24.81M
애널리스트
UBS: 투자의견 하향 → Neutral
첫날 -1.9% · 5일 후 -1.2%
규제악재
Stellantis Recalls 1.5M Ram Pickups Globally영어 원문
Recalls over 1.5M Ram 1500s worldwide over seat belt issue, posing regulatory risk.
첫날 -1.7% · 5일 후 -4.2%
실적호재
Stellantis Q2 Results Improve, Reaffirms Full-Year Outlook영어 원문
Q2 earnings call highlights higher shipments, improved production efficiency, cost cuts, and reaffirmed guidance.
첫날 +3.7% · 5일 후 -1.7%
›전개 과정 3회
- 2026-07-15 Official date set, offering a key window for earnings scrutiny
- 2026-07-30 Q2 net revenue €43.5B +13%, NA +32%, operating income tripled, FY guidance confirmed
- 2026-07-31 Q2 earnings call highlights higher shipments, improved production efficiency, cost cuts, and reaffirmed guidance.
실적
실적 발표
첫날 -2.5% · 5일 후 -5.3%
실적악재
Stellantis Q2 swings to profit but misses estimates, shares fall 5%영어 원문
Q2 net profit of €293M missed €464M estimate; revenue rose 13% to €43.48B, North America strong but profit shortfall
첫날 -2.5% · 5일 후 -5.3%
›전개 과정 3회
- 2026-07-30 Operating income more than tripled, North America revenue up 32%, full-year guidance confirmed
- 2026-07-30 Q2 net profit of €293M missed estimates, revenue up 13% to €43.48B, strong North America growth but profit below expectations
- 2026-07-30 Q2 net profit of €293M missed €464M estimate; revenue rose 13% to €43.48B, North America strong but profit shortfall
M&A·자금조달
Stellantis Sells Free2move Car-Sharing Business to Mutares영어 원문
CEO Filosa sharpens focus on core auto-making, divesting non-core assets
첫날 +1.1% · 5일 후 +1.7%
›전개 과정 2회
- 2026-07-28 Divests mobility unit to sharpen focus on core auto-making under CEO Filosa
- 2026-07-28 CEO Filosa sharpens focus on core auto-making, divesting non-core assets
M&A·자금조달
Carvana Acquires Stellantis Dealerships, Pivoting to Physical Retail영어 원문
Partnership combines Carvana's online platform with brick-and-mortar locations for test drives and trade-ins
첫날 -0.9% · 5일 후 +1.9%
기업
Stellantis Appoints Regional Executives to Strengthen China and Asia-Pacific Leadership영어 원문
Tianshu Xin to lead China and Asia-Pacific, Pablo Di Si as Chief Performance Officer, effective Aug 3
첫날 -0.9% · 5일 후 +1.9%
기업
Stellantis Appoints Veteran Executives to Lead Ram and Jeep Brands영어 원문
Part of CEO Filosa's growth acceleration strategy; new leaders report to Tim Kuniskis
첫날 -0.7% · 5일 후 -0.9%
실적호재
Stellantis Q2 2026 Preliminary Shipments Up 10%, North America +38%영어 원문
Multiple sources confirm Q2 preliminary shipments of 1.6M units, NA up 38%, consistent with existing event, no new facts
첫날 +1.3% · 5일 후 +3.2%
›전개 과정 2회
- 2026-07-13 Multiple sources confirm Q2 shipments ~1.6M units, +10% YoY; NA +38% on new launches.
- 2026-07-14 Multiple sources confirm Q2 preliminary shipments of 1.6M units, NA up 38%, consistent with existing event, no new facts
애널리스트악재
JPMorgan downgrades Stellantis to Neutral영어 원문
Cut from Overweight, citing recovery benefits likely taking over a year to materialize
첫날 +3.2% · 5일 후 +5.3%
애널리스트
JP Morgan: 투자의견 하향 → Neutral
첫날 -1.3% · 5일 후 +11.8%
제품호재
Stellantis opens U.S. orders for Fiat Topolino EV영어 원문
Starting at $13,995, adding a micro-EV option for the U.S. market
첫날 -4.4% · 5일 후 +9.3%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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