Stellantis Reports Q4 2025 Estimated Consolidated Shipments of 1.5 Million Units, +9% y-o-y

Rhea-AI Summary

Stellantis (NYSE: STLA) estimated consolidated Q4 2025 shipments of 1.5 million units, a 9% year-over-year increase driven mainly by North America and growth across other regions.

North America shipments rose ~127,000 units (+43% y-o-y). Smart Car platform volumes increased by 61,000 units (+127% y-o-y). China, India & Asia Pacific grew ~3,000 units (+20% y-o-y). Enlarged Europe declined ~26,000 units (-4% y-o-y). Volumes are unaudited and may be adjusted.

Positive

• North America shipments +43% y-o-y (~127,000 units)
• Consolidated Q4 2025 shipments of 1.5 million units (+9% y-o-y)
• Smart Car platform volumes +127% y-o-y (+61,000 units)
• China, India & Asia Pacific shipments +20% y-o-y

Negative

• None.

News Market Reaction

-23.69%

34 alerts

-23.69% News Effect

-11.4% Trough in 3 hr 26 min

-$8.56B Valuation Impact

$27.56B Market Cap

0.1x Rel. Volume

On the day this news was published, STLA declined 23.69%, reflecting a significant negative market reaction. Argus tracked a trough of -11.4% from its starting point during tracking. Our momentum scanner triggered 34 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $8.56B from the company's valuation, bringing the market cap to $27.56B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q4 2025 consolidated shipments: 1.5 million units Q4 shipment growth: 9% y-o-y North America shipment increase: 127 thousand units +5 more

8 metrics

Q4 2025 consolidated shipments 1.5 million units Three months ended Dec 31, 2025; estimated, unaudited

Q4 shipment growth 9% y-o-y Consolidated shipments vs Q4 2024

North America shipment increase 127 thousand units Q4 2025 vs Q4 2024; 43% y-o-y

North America shipment growth 43% y-o-y Q4 2025 shipments vs prior-year quarter

Q4 2025 orders growth NA 150% y-o-y Q4 2025 orders up nearly 150% vs Q4 2024

Enlarged Europe shipment decline 26 thousand units Approximate decrease; 4% y-o-y down

Smart Car platform increase 61 thousand units Additional units; 127% y-o-y growth in Enlarged Europe

Other regions net growth 24 thousand units Aggregate increase across South America, MEA, China/India/APAC; 6% y-o-y

Market Reality Check

Price: $7.62 Vol: Volume 16,067,021 is 3% a...

normal vol

$7.62 Last Close

Volume Volume 16,067,021 is 3% above 20-day average 15,672,944. normal

Technical Price $9.54 is trading below 200-day MA at $10.11 and 33.19% below 52-week high.

Peers on Argus

STLA fell 6.74% while key peers were mixed: LI up 1.08%, F down 0.22%, XPEV down...

STLA fell 6.74% while key peers were mixed: LI up 1.08%, F down 0.22%, XPEV down 0.47%, RIVN down 2.69%, HMC flat. Moves do not indicate a unified sector trend.

Historical Context

5 past events · Latest: Feb 04 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 04	Jeep hybrid ad	Positive	+3.1%	Launch marketing for 2026 Jeep Cherokee hybrid with pricing and efficiency details.
Feb 04	Motorsports branding	Positive	+3.1%	Dodge livery reveal and NHRA partnership visibility with Tony Stewart Racing.
Feb 03	Charger options	Positive	+0.2%	New paid customization options for SIXPACK-powered 2026 Dodge Charger models.
Jan 29	Investor Day plan	Positive	+1.6%	Announcement of May 21, 2026 Investor Day to outline strategic plan.
Jan 26	Jeep sports tie-in	Positive	-0.6%	Jeep becoming Global Automotive Partner of The Snow League in multi-season deal.

Pattern Detected

Recent brand and product news generally aligned with modest positive price reactions, with one partnership headline seeing a small divergence.

Recent Company History

Over the past weeks, Stellantis news has focused on brand marketing, product customization and investor communication. On Jan 26, a Jeep Snow League partnership coincided with a -0.62% move. A strategic plan Investor Day announcement on Jan 29 saw shares up 1.65%. Early February brought Dodge Charger customization news (+0.2%) and two upbeat Jeep/Dodge promotional pieces on Feb 4 that coincided with +3.13% moves. Today’s shipment growth update contrasts with the pre-news price softness and prior generally positive reactions to non-fundamental headlines.

Market Pulse Summary

The stock dropped -23.7% in the session following this news. A negative reaction despite shipment gr...

Analysis

The stock dropped -23.7% in the session following this news. A negative reaction despite shipment growth would fit a pattern where the stock has occasionally diverged from upbeat headlines. While Q4 2025 consolidated shipments rose to 1.5 million units, up 9% y-o-y, the report also highlighted a 4% decline in Enlarged Europe and pressure in LCV markets. Such regional weakness, combined with prior run-ups on marketing news, could have left the name vulnerable to profit-taking or heightened scrutiny of mix and profitability behind the volume data.

Key Terms

phev, bev, mhev, ice, +3 more

7 terms

phev technical

"partially offset by a decrease in PHEV shipments."

A PHEV, or plug‑in hybrid electric vehicle, is a car that combines a gasoline engine with an electric motor and a battery that can be charged from an external power source; it can run short trips on electricity alone and switch to gasoline for longer drives. Investors care because PHEVs sit between conventional cars and full electric vehicles, affecting automakers’ sales mix, fuel cost exposure, regulatory compliance and demand for batteries and charging infrastructure—factors that influence revenue, costs and competitive position.

bev technical

"in an expanding range of BEV, MHEV, and ICE powertrain variants."

Bev is a common shorthand for bevacizumab, a lab-made antibody drug that blocks blood vessel growth to tumors; think of it as cutting off the supply lines a growing city needs. Investors watch news about bev closely because trial results, regulatory decisions, or changes in use can materially affect sales forecasts, drug portfolios and a company’s valuation in the oncology market.

mhev technical

"in an expanding range of BEV, MHEV, and ICE powertrain variants."

MHEV stands for Mild Hybrid Electric Vehicle, a car that pairs a conventional engine with a small electric motor and battery to assist acceleration, smooth stop-start operation, and recover energy when braking. It cannot run on electric power alone like a full hybrid, but the added electric help improves fuel economy and cuts emissions a bit—important to investors because it affects vehicle costs, regulatory compliance, consumer appeal, and parts suppliers.

ice technical

"in an expanding range of BEV, MHEV, and ICE powertrain variants."

ICE is a global operator of financial exchanges and market infrastructure that runs venues where stocks, commodities and derivatives are traded, plus the systems that record prices and settle trades. Investors care because ICE provides the marketplace and technology that let buyers and sellers connect and ensure trades are completed reliably—like an airport coordinating flights—so changes to its rules, fees or systems can affect trading costs, access and market stability.

lcv technical

"a contracting LCV market and competitive pressures."

Light commercial vehicle (LCV) is a small- to medium-sized vehicle designed to carry goods or a small number of passengers—think delivery vans, pickup trucks, and work vans used by tradespeople. Investors watch LCV markets because sales, production costs, and regulation affect automakers’ revenues and profitability much like demand for office space affects a real-estate company; rises or falls in LCV demand signal changes in consumer spending, e-commerce activity, and business investment.

form 20-f regulatory

"incorporates by reference Stellantis’ Form 20-F for the year ended"

Form 20-F is the standardized annual disclosure that non-U.S. companies must file with the U.S. securities regulator when their shares are traded in the U.S.; it contains audited financial statements, a plain-language description of the business, management discussion, governance details and key risk factors. It matters to investors because it provides a consistent, comparable company “report card” and rulebook, helping buyers assess financial health, governance and risks before investing.

form 6-k regulatory

"semi-annual report on Form 6-K for the six months ended June 30, 2025."

A Form 6-K is a report that companies listed in certain countries file to provide important updates, such as financial results, corporate changes, or other significant information, to regulators and investors. It functions like an official company update or news release, helping investors stay informed about developments that could affect their investment decisions.

AI-generated analysis. Not financial advice.

Stellantis Reports Q4 2025 Estimated Consolidated Shipments of 1.5 Million Units, +9% y-o-y

• North America Shipments Up 43%, with South America, Middle East & Africa and China and India & Asia Pacific Also Reporting Growth

AMSTERDAM, February 6, 2026 – 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 drive revenue recognition.

Consolidated shipments for the three months ending December 31, 2025, were an estimated 1.5 million units, a 9% increase y-o-y. This increase was primarily driven by North America and further supported by year‑over‑year shipment growth in South America and in the Middle East & Africa. This was partially offset by a decline in Enlarged Europe due to a combination of a contracting LCV market and competitive pressures.

• In North America, Q4 shipments grew by approximately 127 thousand units compared to the same period in 2024, representing a 43% y-o-y increase. This significant improvement reflects the benefits of normalized inventory dynamics, in comparison to the prior year’s inventory reduction initiative, as well as increased momentum in the region with Q4 ’25 orders up nearly 150% y-o-y, driven largely by new and refreshed offerings from Jeep_®, Ram and Dodge brands. Shipments of the refreshed Jeep_® Grand Cherokee and Ram LD HEMI® V8 accounted for over 30% of y-o-y growth, partially offset by a decrease in PHEV shipments.
• Enlarged Europe reported a decrease of approximately 26 thousand units, or 4% y-o-y. PC and LCV shipments each contracted. Increased shipments of the four Smart Car platform nameplates (Citroën C3, C3 Aircross, Opel Frontera, Fiat Grande Panda), rose 61 thousand additional units, or 127% y-o-y, due to progress rolling out each of the products, in an expanding range of BEV, MHEV, and ICE powertrain variants. This was not sufficient to reverse an overall drop of 21 thousand units in PCs, or 4% y-o-y, primarily driven by Peugeot, whose shipments were down approximately 30 thousand units, due to declining volumes of Peugeot 208 and of Peugeot 308, ahead of its recent MCA. In addition, LCV volumes were down by 5 thousand units, or 3% y-o-y, against a market context of 7% y-o-y industry volume decline.
• Across Stellantis’ other regions, shipments grew 24 thousand units net in aggregate, representing a 6% increase y-o-y, mainly driven by an 18 thousand units increase in South America (+7% y-o-y), and an increase of three thousand units each in both Middle East & Africa (+2% y-o-y) as well as China, India & Asia Pacific (+20% y-o-y). Stellantis maintained its leadership in South America, with a 7% increase y-o-y supported by solid demand in Brazil. Growth in the Middle East & Africa was primarily driven by positive developments in Türkiye, and to a lesser extent, by both the ramp‑up of local production in Algeria, and continued growth in Morocco.
  
  

NOTES

⁽¹⁾      Consolidated shipments only include shipments by Company’s consolidated subsidiaries, which represent new vehicles invoiced to third party (dealers/importers or final customers). Consolidated shipment volumes for Q4 2025 presented here are unaudited and may be adjusted.

⁽²⁾      Middle East & Africa exclude Iran, Sudan and Syria. From 2025, this excludes Israel and Palestine (prior periods have not been restated). Enlarged Europe: From 2025, this includes Israel and Palestine (prior periods have not been restated).

# # #

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 Fernão SILVEIRA +31 6 43 25 43 41 – fernao.silveira@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-20260206-Stellantis-Q4-2025-Shipments-Estimates

FAQ

What were Stellantis (STLA) estimated consolidated shipments for Q4 2025?

Estimated consolidated shipments for Q4 2025 were 1.5 million units, a 9% increase year-over-year. According to the company, this growth was led by North America and supported by gains in other regions, while Enlarged Europe contracted.

How much did Stellantis (STLA) shipments increase in North America in Q4 2025?

North America shipments rose by approximately 127,000 units, a 43% year-over-year increase. According to the company, the rise reflects normalized inventory dynamics and stronger orders driven by Jeep, Ram and Dodge new and refreshed models.

Why did Enlarged Europe shipments decline for Stellantis (STLA) in Q4 2025?

Enlarged Europe shipments fell by about 26,000 units (-4% y-o-y). According to the company, the decline reflected a contracting LCV market and competitive pressure, with Peugeot volumes down notably ahead of its MCA.

Which Stellantis (STLA) product lines contributed most to Q4 2025 growth?

Refreshed Jeep Grand Cherokee and Ram LD HEMI V8 accounted for over 30% of year-over-year growth. According to the company, these launches, plus new Smart Car platform rollouts, materially supported the shipment increase.

Are the Q4 2025 Stellantis (STLA) shipment figures final and audited?

No, the Q4 2025 consolidated shipment volumes presented are unaudited and may be adjusted. According to the company, the numbers represent estimated vehicle deliveries invoiced by consolidated subsidiaries and remain subject to revision.