- Stellantis lost $2.2 billion in North America last year.
- Trump tariffs alone cost the firm $1.4 billion.
- UAW profit sharing requires $900 per margin point.
Profit-sharing payments for hourly UAW members at Ford, GM, and Stellantis have been sharply reduced after a bruising year for the Detroit Three. As company earnings slid, so did the payouts tied to them. For Stellantis workers, the outcome is especially stark, with no profit-sharing check at all.
Last year, Stellantis lost $2.2 billion in North America, largely due to the impact of the Trump administration’s tariffs. Under the automaker’s contract with the United Auto Workers union, hourly employees are entitled to $900 for every 1 percent of profit margin in North America. Because Stellantis posted a loss, there was no margin to calculate and no payout to distribute.
Read: Cha-Ching! Stellantis UAW Employees Get $14,760 After Record Profits
Stellantis estimates the tariffs alone cost it $1.4 billion last year. The contrast with the recent past is sharp. After a successful 2024, before Trump returned to the Oval Office, Stellantis paid hourly workers a $3,780 bonus. Since 2021, following the merger between FCA and PSA, more than $47,000 in profit-sharing bonuses has been distributed to UAW-represented workers, according to Auto News.
“It is clear that 2025 was a very challenging year for Stellantis, reflecting the cost of a profound and necessary business reset to correct past decisions,” Stellantis said. “As the North America results did not meet the minimum thresholds defined in the 2023 UAW collective bargaining agreement, there will be no profit sharing paid to UAW-represented employees for 2025.”
The pain is not limited to hourly UAW workers in North America. Stellantis’ salaried staff in Italy are also missing out on a performance bonus this year. “The performance bonus for 2025 will be zero,” Italy’s FIOM metalworkers’ union said in a statement to Auto News.
What About Ford and GM?
Ford and GM also saw their profits shrink last year, but their workers will still receive bonuses, unlike their colleagues at Stellantis. Ford employees will each receive a $6,780 bonus, significantly less than the $10,200 paid after 2024. GM will issue profit-sharing checks of $10,500 per worker, down 28 percent from the previous year.
Can Stellantis Bounce Back?
New Stellantis boss Antonio Filosa has described 2026 as “our year of execution.” The group is looking to boost profitability thanks to the introduction of more Hemi V8s across its lineup, with plans to build up to 100,000 units this year.
Results began to improve in the second half of 2025. North American vehicle shipments rose 39 percent, driven by strong demand for several Ram, Jeep, and Dodge models. Stellantis is targeting a 25 percent increase in US retail sales this year.
Workers will be watching closely. If Stellantis meets its targets, profit-sharing checks could return. If not, another year without a payout remains a real possibility.
