Stellantis Reports 13% Year-Over-Year Increase in Q3 2025 Shipments and Net Revenues
Important Strategic Actions Taken and Early Signs of Commercial Progress;
Significant Investments for Future Growth Already Announced
-- Net revenues of EUR37.2 billion, up 13% compared to Q3 2024, primarily
driven by growth in North America, Enlarged Europe and Middle East &
Africa, while South America saw a moderate decrease.
-- Consolidated shipments(1) totaled 1.3 million units, marking a 13%
year-over-year increase (up 152,000 units). Of this growth, 104,000 units
were attributed to North America, primarily due to normalized inventory
dynamics compared to the prior-year period, which was affected by the
U.S. dealer stock reduction initiative.
-- Global sales increased by 4% year-over-year, driven by growth across
Middle East & Africa, North America, and Enlarged Europe regions.
-- Total inventories of 1,252 thousand units (Company inventory of 363
thousand units) on September 30, 2025, +4% compared with mid-year,
reflecting disciplined stock management while launching several new
vehicles.
-- Commercial progress continues, highlighted by six of the 10 planned 2025
introductions launching by the end of Q3 2025, the return of the
5.7-liter HEMI$(R)$ V-8-powered Ram 1500, and the ramp-up of several
newly-introduced European models.
-- On October 14, 2025, the Company announced a strategic U.S. investment
program of $13 billion over the next 4 years, aimed at fueling future
growth and reinforcing its manufacturing footprint and brand presence
across the U.S.
-- The Company reiterates its H2 2025 financial guidance, which anticipates
improvement in Net revenues, AOI(2) margin(3) and Industrial free cash
flows(4).
"As we continue to implement important
strategic changes in order to provide
our customers with greater freedom of
choice, we have seen positive sequential
progress and solid year-over-year performance
in Q3, marked by the return of top-line
growth. This is encouraging and we are
continuing to build on these gains.
We are also taking decisive actions
to align Stellantis' resources, programs
and plans to support long-term, profitable
growth, including our recently announced
$13 billion investment in the U.S."
Antonio Filosa, CEO
Jeep(R) Cherokee
H2 2025 FINANCIAL GUIDANCE Net revenues: Increased vs. H1
2025 AOI margin: Low-single digits Industrial free cash
flows: Improved vs. H1 2025
-- As we continue making important and necessary changes
to our strategic and product plans, also in response
to regulatory, geopolitical, macro-economic and other
external and internal developments, we anticipate
incurring charges in H2 2025, which, once finalized,
we expect will largely be excluded from AOI
-- We have also initiated a review of our warranty
estimation process, which we expect to result in
Q3 Q3 changes in those estimates and one-off charges in H2
2025 2024 Change 2025
-------------- ----- ----- ------ -----------------------------------------------------------
Combined
shipments (000
units) 1,334 1,174 +14%
--------------- ----- ----- ------
Consolidated
shipments (000
units) 1,300 1,148 +13%
--------------- ----- ----- ------
Net revenues
(EUR billion) 37.2 33.0 +13%
--------------- ----- ----- ------
YTD YTD
2025 2024 Change
-------------- ----- ----- ------
Combined
shipments (000
units) 4,024 4,105 (2)%
--------------- ----- ----- ------
Consolidated
shipments (000
units) 3,964 4,020 (1)%
--------------- ----- ----- ------
Net revenues
(EUR billion) 111.5 118.0 (6)%
--------------- ----- ----- ------ -----------------------------------------------------------
____________________________________________________________________________________________________________________________________
All reported data is unaudited. Reference should be made to the section "Safe Harbor Statement" included elsewhere within this document.
AMSTERDAM, October 30, 2025 - Stellantis N.V. today announced its Q3 2025 results, reporting a 13% year-over-year increase in Net revenues to EUR37.2 billion, primarily driven by growth in North America, Enlarged Europe and Middle East & Africa, while South America saw a moderate decrease. Consolidated shipments((1) totaled 1.3 million units, up 13% (152,000 units), with most of the increase due to a 35% improvement in North America reflecting the benefits of normalized inventory dynamics, compared to the prior year in which the U.S. dealer stock reduction initiative temporarily decreased production.
Progressing Product Launches
By the end of Q3, six of the ten new vehicles planned for 2025 introduction were successfully launched. Additional launches in the fourth quarter will reintroduce several volume nameplates which exemplify important, decisive changes already made in the Company's strategy to provide customers with greater freedom to choose the cars and the configurations they want. Ordering is now open for the SIXPACK-powered Dodge Charger Scat Pack (2-door), the four-door Dodge Charger Daytona, Jeep(R) Cherokee, Fiat 500 Hybrid and DS N(o.) 8.
Sales momentum in the U.S. improved, with a 6% increase in Q3 sales year-over-year. This trend was evidenced across the Jeep(R) , Ram, Chrysler, and Dodge brands - taking the Company to a monthly market share of 8.7% in September, the highest in 15 months. Another milestone in September was the return to market of the HEMI(R) V-8-powered Ram 1500.
In Enlarged Europe, several recently introduced models, including the Citroën C3, C3 Aircross, Opel/Vauxhall Frontera and Fiat Grande Panda, supported an improved market share in the B-segment, underpinned by increased production. Net revenues rose 4% compared to the prior year period. Market share in EU30 fell to 15.4%, affected by market declines in France and Italy, where Stellantis has greater exposure and a moderately lower market share in the LCV segment.
Outside North America and Enlarged Europe, Stellantis delivered solid commercial results. Aggregated sales grew 6% year-over-year, led by Middle East & Africa, partially offset by South America.
Stellantis Leadership Team
On October 8, Stellantis announced a number of new appointments to its Leadership Team, promoting exceptional talent from both inside and outside the Company to sharpen regional focus and drive long-term sustainable success.
$13 Billion Investment to Grow in the United States
On October 14, Stellantis unveiled a strategic $13 billion investment program for the next four years to accelerate growth and expand its manufacturing footprint in the United States. This marks the largest investment in the Company's 100-year U.S. history and will include the launch of five new vehicles and the creation of over 5,000 jobs.
-- Belvidere, Illinois, plant to reopen for production of two new Jeep
models - Cherokee and Compass
-- All-new Ram midsize truck to be assembled in Toledo, Ohio
-- Warren, Michigan, plant to produce all-new large SUV with both
range-extended EV and internal combustion engine powertrains
-- Next-generation Dodge Durango to be built in Detroit
-- Kokomo, Indiana, facilities to produce all-new GMET4 EVO engine
The new investment will further expand Stellantis' already significant U.S. footprint, increasing annual finished vehicle production by 50% over current levels. The new product launches will be in addition to a regular cadence of 19 refreshed products across all U.S. assembly plants and updated powertrains planned through 2029.
Stellantis H2 2025 Financial Guidance
Stellantis reiterates its H2 2025 financial guidance, which anticipates continued improvement in Net revenues, AOI and Industrial free cash flows compared to H1 2025.
As we continue making important and necessary changes to our strategic and product plans, also in response to regulatory, geopolitical, macro-economic and other external and internal developments, we anticipate incurring charges in H2 2025, which, once finalized, we expect will largely be excluded from AOI.
We have also initiated a review of our warranty estimation process, which we expect to result in changes in those estimates and one-off charges in H2 2025.
Upcoming Events
On October 30, 2025, at 1:00 p.m. CET/8:00 a.m. EDT, a live webcast and conference call will be held to present Stellantis' Third Quarter 2025 Shipments and Revenues, with the presentation expected to be posted at approximately 8:00 a.m. CET/3:00 a.m. EDT. The webcast and recorded replay will be accessible under the Investors section of the Stellantis corporate website (www.stellantis.com).
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