Stellantis Reports Q3 2025 Estimated Consolidated Shipments of 1.3 Million Units, +13% y-o-y

Rhea-AI Summary

Stellantis (NYSE: STLA) reported estimated consolidated shipments of 1.3 million units for Q3 2025, a +13% year-over-year increase versus Q3 2024. Growth was led by North America +35% (≈104k units), supported by initial deliveries of the HEMI V8-powered Ram 1500 and inventory normalization. Enlarged Europe +8% (≈38k units) benefited from production starts of four B-segment nameplates. Other regions rose ≈3% net, driven by Middle East & Africa +21% (≈16k units); South America declined ~3% (≈7k units). Shipments are unaudited and may be adjusted.

Positive

• Consolidated shipments +13% to 1.3 million units
• North America shipments +35% (~104k units) in Q3 2025
• Enlarged Europe shipments +8% (~38k units) from new B-segment ramps
• Middle East & Africa shipments +21% (~16k units) with Algeria growth

Negative

• South America shipments -3% (~7k units) in Q3 2025
• Lower Light Commercial Vehicle shipments in Enlarged Europe
• Consolidated shipment figures are unaudited and may be adjusted

Insights

Auto industry supply-chain strategist

Stellantis' Q3 2025 shipments rose to 1.3 million units, driven by a North America rebound and new B‑segment model ramps.

Consolidated shipments of 1.3 million units represent a 13% year‑over‑year increase, with North America up ~35% and Enlarged Europe up ~8%. Higher deliveries convert directly into revenue recognition when vehicles invoice to third parties, so the reported volume gain likely supports near‑term top‑line growth relative to the prior year period. The North American improvement notably includes initial deliveries of the HEMI® V8‑powered Ram 1500 and largely reflects normalized inventory following the prior year reduction initiative.

Key dependencies and risks include continued production ramps for the four B‑segment models (Citroën C3, C3 Aircross, Opel Frontera, Fiat Grande Panda), maintained inventory normalization in North America, and the durability of shipment gains in regions with mixed outcomes (Middle East & Africa up strongly, South America down modestly). The company notes volumes are unaudited and may be adjusted; thus, short‑term reversals or restatements remain possible. Watch published audited results and the company’s formal earnings release for confirmed shipment-to-revenue conversion and any revisions.

Monitor three concrete items over the next quarter: the audited Q3 results and related revenue recognition timing (Q3 2025 earnings release), continued production ramp rates for the newly launched B‑segment models, and North American dealer inventory trends that could reverse or sustain the 35% lift. Expect meaningful signal within the next reporting cycle (next ~90 days).

Stellantis Reports Q3 2025 Estimated Consolidated Shipments of 1.3 Million Units, +13% y-o-y

North America +35%, Enlarged Europe and Middle East & Africa Also Deliver Increases

AMSTERDAM, October 10, 2025 – Stellantis N.V. today released its consolidated shipment estimates. The term “shipments” describes the volume of vehicles delivered to dealers, distributors, or directly from the Company to retail and fleet customers, which drives revenue recognition.

Consolidated shipments for the three months ending September 30, 2025, were an estimated 1.3 million units, a 13% increase y-o-y. Most of the increase was driven by North America, also supported by year-over-year shipment growth in Enlarged Europe and Middle East & Africa.

                      

• North America posted a particularly strong rebound in Q3, with shipments growing by approximately 104 thousand units compared to the same period in 2024, a 35% y-o-y increase, including the initial deliveries of HEMI® V8-powered Ram 1500. This significant improvement primarily reflects the benefits of normalized inventory dynamics, in comparison to the prior year’s inventory reduction initiative, which temporarily reduced production.
  
  
• Enlarged Europe Q3 shipments increased approximately 38 thousand units, representing an 8% y-o-y increase. This growth was primarily driven by the start of production of four recently introduced B-segment “Smart Car” platform nameplates, Citroën C3, Citroën C3 Aircross, Opel Frontera and Fiat Grande Panda, which were not in production in the prior year period. The benefits of the production ramp-up of these newly introduced products were partially offset by lower shipments of Light Commercial Vehicles (LCVs) as well as lower shipments in certain high-volume countries.
  
  
• Across Stellantis’ other regions, shipments grew 10 thousand units net in aggregate, representing a 3% increase y-o-y, mainly driven by a 21% increase in Middle East & Africa, partially offset by a modest 3% decrease in South America shipments. The 16-thousand-unit shipment increase in Middle East & Africa reflected primarily increases in Algeria, where local production of FIAT products has been expanding, as well as positive market developments in Türkiye and Egypt. In South America, the modest year-over-year reduction of 7 thousand units in Q3 2025 primarily reflects an unusually high comparison base in Q3 2024, when Stellantis recovered Brazilian shipments that had been delayed by the Q2 2024 flood in Rio Grande do Sul.
  
  

NOTES

(1)   Consolidated shipments only include shipments by Company’s consolidated subsidiaries, which represent new vehicles invoiced to third parties (dealers/importers or final customers). Consolidated shipment volumes for Q3 2025 presented here are unaudited and may be adjusted.

# # #

About Stellantis

Stellantis N.V. (NYSE: STLA / Euronext Milan: STLAM / Euronext Paris: STLAP) is a leading global automaker, dedicated to giving its customers the freedom to choose the way they move, embracing the latest technologies and creating value for all its stakeholders. Its unique portfolio of iconic and innovative brands includes Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, FIAT, Jeep_®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. For more information, visit www.stellantis.com.

	@Stellantis		Stellantis		Stellantis		Stellantis
For more information, contact: investor.relations@stellantis.com communications@stellantis.com www.stellantis.com

Stellantis Forward Looking Statements

This communication contains forward-looking statements. In particular, statements regarding future events and anticipated results of operations, business strategies, the anticipated benefits of the proposed transaction, future financial and operating results, the anticipated closing date for the proposed transaction and other anticipated aspects of our operations or operating results are forward-looking statements. These statements may include terms such as “may”, “will”, “expect”, “could”, “should”, “intend”, “estimate”, “anticipate”, “believe”, “remain”, “on track”, “design”, “target”, “objective”, “goal”, “forecast”, “projection”, “outlook”, “prospects”, “plan”, or similar terms. Forward-looking statements are not guarantees of future performance. Rather, they are based on Stellantis’ current state of knowledge, future expectations and projections about future events and are by their nature, subject to inherent risks and uncertainties. They relate to events and depend on circumstances that may or may not occur or exist in the future and, as such, undue reliance should not be placed on them.

Actual results may differ materially from those expressed in forward-looking statements as a result of a variety of factors, including: the ability of Stellantis to launch new products successfully and to maintain vehicle shipment volumes; changes in the global financial markets, general economic environment and changes in demand for automotive products, which is subject to cyclicality; Stellantis’ ability to successfully manage the industry-wide transition from internal combustion engines to full electrification; Stellantis’ ability to offer innovative, attractive products and to develop, manufacture and sell vehicles with advanced features including enhanced electrification, connectivity and autonomous-driving characteristics; Stellantis’ ability to produce or procure electric batteries with competitive performance, cost and at required volumes; Stellantis’ ability to successfully launch new businesses and integrate acquisitions; a significant malfunction, disruption or security breach compromising information technology systems or the electronic control systems contained in Stellantis’ vehicles; exchange rate fluctuations, interest rate changes, credit risk and other market risks; increases in costs, disruptions of supply or shortages of raw materials, parts, components and systems used in Stellantis’ vehicles; changes in local economic and political conditions; changes in trade policy, the imposition of global and regional tariffs or tariffs targeted to the automotive industry, the enactment of tax reforms or other changes in tax laws and regulations; the level of governmental economic incentives available to support the adoption of battery electric vehicles; the impact of increasingly stringent regulations regarding fuel efficiency requirements and reduced greenhouse gas and tailpipe emissions; various types of claims, lawsuits, governmental investigations and other contingencies, including product liability and warranty claims and environmental claims, investigations and lawsuits; material operating expenditures in relation to compliance with environmental, health and safety regulations; the level of competition in the automotive industry, which may increase due to consolidation and new entrants; Stellantis’ ability to attract and retain experienced management and employees; exposure to shortfalls in the funding of Stellantis’ defined benefit pension plans; Stellantis’ ability to provide or arrange for access to adequate financing for dealers and retail customers and associated risks related to the operations of financial services companies; Stellantis’ ability to access funding to execute its business plan; Stellantis’ ability to realize anticipated benefits from joint venture arrangements; disruptions arising from political, social and economic instability; risks associated with Stellantis’ relationships with employees, dealers and suppliers; Stellantis’ ability to maintain effective internal controls over financial reporting; developments in labor and industrial relations and developments in applicable labor laws; earthquakes or other disasters; risks and other items described in Stellantis’ Annual Report on Form 20-F for the year ended December 31, 2024 and Current Reports on Form 6-K and amendments thereto filed with the SEC; and other risks and uncertainties.

Any forward-looking statements contained in this communication speak only as of the date of this document and Stellantis disclaims any obligation to update or revise publicly forward-looking statements. Further information concerning Stellantis and its businesses, including factors that could materially affect Stellantis’ financial results, is included in Stellantis’ reports and filings with the U.S. Securities and Exchange Commission and AFM.

Attachment

• EN-20251010-Stellantis-Q3-2025-Shipments-Estimates

FAQ

What were Stellantis (STLA) estimated consolidated shipments in Q3 2025?

Estimated consolidated shipments were 1.3 million units in Q3 2025, a +13% y-o-y increase.

How much did North America shipments contribute to STLA's Q3 2025 growth?

North America shipments rose +35%, about 104,000 additional units versus Q3 2024.

Which new models helped Enlarged Europe shipments for STLA in Q3 2025?

Production starts of four B-segment nameplates—Citroën C3, C3 Aircross, Opel Frontera and Fiat Grande Panda—supported the +8% increase.

Did any regions show declines in Stellantis Q3 2025 shipments?

Yes. South America shipments declined about 3% (~7k units); LCV shipments in Enlarged Europe were also lower.

Are the Q3 2025 shipment figures for STLA final and audited?

No. The consolidated shipment volumes are unaudited and the company noted they may be adjusted.