The Volkswagen Group of automakers, but with a stronger American truck and SUV presence (Jeep, Ram).

A transatlantic General Motors, forged from the merger of American and European auto giants.

• Passenger Vehicles: Stellantis produces a wide range of cars, SUVs, and crossovers for general consumer use under its various global brands.
• Commercial Vehicles: The company offers vans, pickup trucks, and chassis cabs designed for business and professional applications.
• Luxury and Performance Vehicles: Stellantis manufactures high-end automobiles focused on performance, prestige, and advanced features through brands like Maserati and Alfa Romeo.
• Automotive Parts and Services (Mopar): This segment provides original equipment parts, accessories, and customer service for all Stellantis vehicle brands globally.
• Mobility Solutions (Free2move): Stellantis offers a suite of services including car sharing, rentals, and connected services designed to enhance urban mobility.
• Financial Services: The company provides vehicle financing, leasing, and insurance solutions for customers and dealerships to support vehicle sales.

Stellantis (STLA) primarily sells its vehicles through a global network of franchised dealerships. While these dealerships are direct customers (B2B), they serve as the retail channel to reach the ultimate end-users. Considering the ultimate market and demand drivers for its products, Stellantis serves a broad range of customers, with a significant focus on individual consumers.

Therefore, describing categories of end-customers provides a more comprehensive view of its major customer base:

1. Individual Consumers: This is the largest segment for Stellantis, comprising individuals and families purchasing vehicles for personal transportation, recreation, and household use. Stellantis offers a wide range of brands and models (e.g., Jeep, Ram, Dodge, Chrysler, Fiat, Peugeot, Citroën, Opel/Vauxhall, Alfa Romeo, Lancia, Maserati) to cater to diverse consumer preferences and needs across different markets globally.

2. Fleet Operators (Businesses & Organizations): This category includes various entities that acquire vehicles in bulk for their operational needs. Major examples include:

   • Rental Car Companies: Large global and regional rental agencies that regularly update their fleets. Examples of public companies that are major customers in this category include:
     • Hertz Global Holdings, Inc. (HTZ)
     • Avis Budget Group, Inc. (CAR)
   • Corporate Fleets: Businesses of all sizes that purchase vehicles for their employees, sales teams, service operations, and executive transportation.
   • Government and Public Sector: Municipal, regional, and national government bodies that acquire vehicles for various services, including police, postal, utility, and administrative fleets.
   • Ride-sharing and Taxi Services: Companies and independent drivers utilizing vehicles for passenger transportation services.

3. Small Businesses and Commercial Users: This segment includes entrepreneurs and small to medium-sized enterprises (SMEs) that purchase specific commercial vehicles, such as light commercial vans (LCVs) and pickup trucks, for their day-to-day operations, deliveries, trade services, and other business-related activities. Stellantis brands like Ram, Peugeot, and Citroën have strong offerings in the commercial vehicle market.

• Magna International (Symbol: MGA)
• Forvia (Symbol: FOR)
• Lear Corporation (Symbol: LEA)
• Aptiv (Symbol: APTV)
• Continental (Symbol: CTTAY)
• Michelin (Symbol: ML)
• Goodyear Tire & Rubber (Symbol: GT)
• Contemporary Amperex Technology Co. Limited (CATL) (Symbol: 300750.SZ)
• Samsung SDI (Symbol: 006400.KS)
• LG Energy Solution (Symbol: 373220.KS)

Antonio Filosa, Chief Executive Officer

Antonio Filosa became Chief Executive Officer and Executive Director of Stellantis in June 2025. He is also responsible for North America and American brands. Filosa joined the Fiat Group in 1999, where he held various roles, including plant manager of the Betim facility in Brazil and head of Purchasing for the Latin America region. His experience also includes serving as head of Argentina, and head of the Alfa Romeo and Maserati brands for the Latin America region. He was the COO for FCA's Latin America region and a member of the FCA group executive council. Prior to his CEO appointment, he served as Stellantis' South America COO, Jeep® brand CEO, and COO for North and South America.

Joao Laranjo, Chief Financial Officer

Joao Laranjo was appointed Chief Financial Officer of Stellantis in September 2025. He brings over two decades of finance and auditing experience. Laranjo began his career at General Electric in 2001 as an associate auditor and later as controller for GE Healthcare in South America. He joined Fiat Chrysler Automobiles (FCA) in 2009, serving as Chief Accounting Officer for Latin America and later as CFO for the region. He was appointed CFO of Stellantis North America in 2017. In 2024, he joined Goodyear as Vice President of Finance, leading the Americas Finance organization, before rejoining Stellantis earlier in 2025 as CFO for North America.

John Elkann, Chairman

John Elkann has been the Chairman of Stellantis since 2021. He previously served as Chairman of FCA from 2014 to 2021, and held roles including Chairman, Vice Chairman, and Director of Fiat SpA between 1997 and 2014. Elkann is also the Chairman and CEO of Exor NV, which is the investment company of the Agnelli family, founders of Fiat. Additionally, he is Chairman of Giovanni Agnelli BV and PartnerRe, Vice Chairman of Ferrari NV, Ferrari SpA, and Giovanni Agnelli Foundation, and a Director of The Economist Group and GEDI Gruppo Editoriale SpA.

Olivier François, Chief Marketing Officer; Brand Chief Executive Officer - Fiat and Abarth

Olivier François has served as Chief Marketing Officer and Chief Executive Officer of the Fiat and Abarth brands for Stellantis since 2021. His previous roles include Head of the Fiat brand and Chief Marketing Officer at FCA Group, and President and CEO for the Chrysler brand of Chrysler Group LLC and the Lancia brand. He also held positions as Marketing Executive at Chrysler Group and the Lancia brand, and Head of Brand Marketing Communication.

Emanuele Cappellano, Head of Enlarged Europe & European Brands, Stellantis Pro One

Emanuele Cappellano is responsible for Enlarged Europe & European Brands and Stellantis Pro One, the company's commercial vehicles business unit. From 2023, he led Stellantis South America. Prior to that, he spent two years at Marcolin, a global leader in the eyewear industry, where he served as North America CEO and Group Strategy & Corporate Development Director. Until September 2021, Cappellano was Chief Financial Officer & Head of Financial Services at Stellantis South America.

The rapid global expansion and increasing competitiveness of Chinese electric vehicle (EV) manufacturers. Brands like BYD, Nio, Xpeng, Li Auto, and MG (SAIC) are aggressively entering and expanding in key international markets, particularly Europe, where Stellantis has significant market share. These companies often leverage cost advantages, advanced battery technology, and rapid development cycles to offer competitive EV models, directly challenging Stellantis's transition to electrification and threatening its market position in crucial segments.

For Stellantis (symbol: STLA), the addressable markets for its main products and services are as follows:

• Passenger Vehicles (New)
  • Global automotive industry market (includes passenger cars): Expected to grow from USD 4,075.65 billion in 2024 to USD 8,508.56 billion by 2035.
  • North America held over 40% of the global automotive market revenue in 2024.
  • Europe accounted for over 30% of the global automotive market revenue in 2024.
  • Asia Pacific held around 23% of the global automotive market revenue in 2024.
  • Global car sales reached 74.6 million units in 2024.
• Commercial Vehicles (New - Light Commercial Vehicles, Vans, Trucks)
  • Global Light Commercial Vehicle (LCV) market size: Valued at USD 547.81 billion in 2024 and is expected to reach USD 857.15 billion by 2033.
  • Alternatively, the global LCV market size was estimated at USD 420.19 billion in 2024 and is projected to reach USD 652.55 billion by 2034.
  • The global commercial vehicles market (including LCVs, heavy trucks, buses & coaches) generated USD 1,170.24 billion in revenue in 2023 and is expected to reach USD 1,534.41 billion by 2030. LCVs specifically accounted for USD 906.27 billion of this in 2023.
  • North America commercial vehicle sales: Reached 4 million units in 2024.
  • Asia-Pacific is the most significant shareholder in the global LCV market.
• Used Car Sales
  • Global used car market size: Valued at USD 1.90 trillion in 2024 and is projected to reach USD 2.70 trillion by 2030.
  • Another estimate indicates the global used car market size at USD 1.81 trillion in 2025, predicted to increase to approximately USD 3.31 trillion by 2034.
  • North America used car market share: Accounted for 32.8% in 2024.
  • Asia Pacific used car market share: Dominated the global market with 34.21% in 2024, with a market size of USD 710 billion in 2025, expected to reach around USD 1,290 billion by 2034.
  • Europe used car market size: Expected to hold USD 134.46 billion in 2025.
• Aftermarket Parts and Services (Mopar): null
• Mobility Services (Free2Move, Leasys): null

Stellantis (STLA) is expected to drive future revenue growth over the next 2-3 years through several key strategies:

1. Expansion of Electric Vehicle (EV) and Hybrid Offerings: Stellantis is heavily investing in the development of electric vehicles and advanced automotive technologies, aiming for a significant percentage of sales from electric vehicles by 2030. The company plans to introduce new EV models across its various brands, including electric Ram and Jeep vehicles, and is adopting a "multi-energy" strategy that incorporates plug-in hybrids (PHEVs) and mild hybrids alongside battery-electric vehicles to cater to diverse market demands and maintain margins.
2. Growth in Software-Enabled Services and Technology: Stellantis aims to generate substantial incremental annual revenues from software-enabled product offerings and subscriptions. This strategy involves developing advanced software platforms and connectivity solutions, as well as monetizing connected vehicles through services, on-demand features, and data-as-a-service. The company targets approximately €4 billion in annual revenues from these initiatives by 2026.
3. Launch of New Products and Portfolio Diversification: The company is focused on expanding its product portfolio through the launch of new and refreshed models across its brands. This includes new B-segment products in Europe, new Jeep models, and critically, the expansion of the Ram lineup with a new SUV and the reintroduction of popular engines like the Hemi V8 in the Ram 1500, responding to strong customer demand. Stellantis has also announced a strategic U.S. investment program of $13 billion over the next four years to bolster its manufacturing footprint and brand presence.
4. Strategic Market Expansion and Increased Market Share: Stellantis is targeting revenue growth by expanding its market presence and increasing market share in key regions such as North America, Europe (particularly with electrified products), South America, and the Middle East & Africa. The company has reported increased shipments and market share in these areas due to strategic initiatives and product offerings. Additionally, Stellantis has secured a stake in Chinese EV manufacturer Leapmotor to gain access to affordable EV production and global distribution networks.

Share Repurchases

• In February 2024, Stellantis approved a share buyback program of up to €3 billion (approximately $3.2 billion) to be executed by December 31, 2024.
• A portion of up to €0.5 billion from the 2024 program may be used for share-based compensation and employee stock purchase plans.
• In February 2023, the company approved a share buyback program of up to €1.5 billion, which was to be executed by December 31, 2023.

Share Issuance

• Information regarding specific dollar amounts of new share issuances was not readily available in the provided search results.

Outbound Investments

• In October 2023, Stellantis acquired a 20% stake in Chinese EV manufacturer Leapmotor for €1.5 billion, establishing a joint venture for global sales and production outside China.
• Stellantis made strategic acquisitions including the carsharing platform Share Now in July 2022 and autonomous driving startup aiMotive in November 2022.
• The company is involved in significant joint ventures for battery production, including a plan with CATL to invest up to €4.1 billion for a large-scale LFP battery plant in Spain, and earlier plans with Samsung for a battery plant in Indiana exceeding $2.5 billion, and with LG Energy Solutions in Canada for approximately $4 billion.

Capital Expenditures

• Stellantis announced plans in October 2025 to invest $13 billion over the next four years (through 2029) in its United States operations to expand its manufacturing footprint, marking the largest single investment in the company's U.S. history.
• Key focuses of the $13 billion U.S. investment include reopening the Belvidere Assembly Plant ($600 million) for Jeep production, investing nearly $400 million for an all-new midsize truck at the Toledo Assembly Complex, and over $100 million in Kokomo, Indiana, facilities for a new four-cylinder engine.
• Total capital expenditures and capitalized R&D expenditures were €9,031 million in 2023 and €8,938 million in 2022.