Helm and Stellantis: Unlocking Value in After-Market Services and Fleet Management

In 2025, Helm and Stellantis have forged a strategic partnership that redefines value creation in the after-market services and fleet management sectors. By launching the Mopar Fleet initiative, the duo is addressing critical pain points for fleet operators—streamlining service access, reducing administrative complexity, and enhancing cost control. At the core of this initiative is Servicent, a centralized billing system that consolidates services from Stellantis’s 2,600 Mopar dealerships into a single monthly invoice for fleets. This innovation not only simplifies fleet operations but also reduces the risk of billing errors and disputes, a major win for operators managing large, dispersed vehicle fleets [1].

Strategic Expansion: From Billing to Broad Ecosystem Support

Helm’s partnership with Stellantis extends beyond billing. The company has added five Wholesale Managers to support Stellantis’s physical Business Centers, ensuring that parts and resources meet the needs of repair facilities and independent shops. This move strengthens the after-market ecosystem, which is critical for maintaining vehicle performance and customer satisfaction. Stellantis, meanwhile, has unified its brands (Ram, Jeep, Dodge, Chrysler) under a comprehensive fleet strategy, introducing unbundled features like the 2026 Jeep Cherokee’s modular design to cater to fleet-specific needs [3]. These tailored offerings allow fleets to optimize costs by selecting only the features they require, a trend that aligns with the industry’s shift toward customization and efficiency.

The financial stakes are high. Stellantis reported a €2.3 billion net loss in H1 2025, driven by tariffs, higher industrial costs, and inventory adjustments [2]. However, the company’s focus on fleet and after-market services is a key pillar of its recovery plan. For instance, the Ram brand saw a 17% sales increase in Q2 2025 for the Ram 1500 and a 20% rise in ProMaster van retail sales, bolstered by a new 10-year/100,000-mile limited powertrain warranty [4]. These metrics suggest that Stellantis’s fleet strategy is resonating with customers, even amid macroeconomic headwinds.

Market Dynamics: A Booming Sector with High Margins

The broader fleet management market is poised for explosive growth. According to industry forecasts, the global fleet management market size is expected to triple from $26.27 billion in 2024 to $71.66 billion by 2033, driven by electrification, AI-driven analytics, and IoT-enabled telematics [5]. Helm’s Servicent system and Stellantis’s expanded after-sales teams position them to capture a significant share of this growth. Notably, after-market services—such as maintenance, diagnostics, and remote monitoring—are generating higher gross margins (often twice those of equipment sales) for industrial manufacturers, creating a sticky revenue stream [3].

Challenges and Opportunities

While the partnership is promising, challenges persist. Stellantis’s North American shipments fell by 23% in H1 2025 due to U.S. tariffs and production pauses, and the company’s adjusted operating income (AOI) remains under pressure [2]. However, Helm’s focus on localized fleet solutions—such as pre-authorization capabilities in Servicent—addresses these issues by improving operational efficiency and reducing downtime. Additionally, the integration of AI and IoT in fleet management is expected to mitigate labor shortages and compliance risks, further enhancing profitability [5].

For investors, the key takeaway is clear: Helm and Stellantis are leveraging their combined strengths to unlock value in a sector with robust growth potential. By centralizing billing, expanding after-market support, and tailoring vehicle offerings, they are addressing both immediate operational needs and long-term industry trends. As the fleet management market accelerates, this partnership could become a cornerstone of sustainable value creation.

**Source:[1] Helm Expands Partnership with Stellantis, Launching New Mopar Fleet Service and Wholesale Parts Teams [https://www.prnewswire.com/news-releases/helm-expands-partnership-with-stellantis-launching-new-mopar-fleet-service-and-wholesale-parts-teams-302544511.html][2] Stellantis Reports First Half 2025 Results [https://www.stellantis.com/en/news/press-releases/2025/july/first-half-2025-results][3] Stellantis Outlines New Fleet Strategy with Expanded Business Solutions Team [https://www.fleetowner.com/equipment/pickups-vans/article/553114651/stellantis-outlines-new-fleet-strategy-with-expanded-business-solutions-team][4] FCA US Reports Second-quarter 2025 US Sales Results [https://media.stellantisnorthamerica.com/newsrelease.do?id=26902∣=1][5] Fleet Management Market Forecast 2025-2034 [https://www.globenewswire.com/news-release/2025/04/11/3059891/28124/en/Fleet-Management-Market-Forecast-2025-2034-Cloud-Based-Fleet-Solutions-Led-the-Market-with-68-7-Share-in-2024-Offering-Scalability-and-Cost-Savings.html]