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Stellantis Reports Q1 2026 Estimated Consolidated Shipments of 1.4 Million Units, +12% y-o-y


AMSTERDAM – WEBWIRE
  • Growth in all regions, led by North America and Enlarged Europe

Stellantis N.V. today released its Q1 2026 estimated consolidated shipments. The term “shipments” describes the volume of vehicles delivered to dealers, distributors, or directly from the Company to retail and fleet customers, which generally drive revenue recognition.

Consolidated shipments for the three months ending March 31, 2026, were an estimated 1.4 million units, up 12% y-o-y. This increase was primarily driven by Enlarged Europe and North America, and further supported by year‑over‑year shipments growth in Middle East & Africa and South America.

  • In North America, Q1 shipments grew by approximately 54 thousand units compared to the same period in 2025, representing a 17% y-o-y increase. This improvement reflects increased momentum in the region, with shipments of the Ram 1500 (light-duty) HEMI® V8, refreshed Jeep ® Grand Wagoneer, and the all-new Jeep ® Cherokee accounting for more than 100% of y-o-y growth, partially offset by Jeep ® Compass shipments which were lower due to the ramp-up of Jeep ® Cherokee, also produced at the Toluca plant.

  • In Enlarged Europe, Q1 shipments increased by approximately 69 thousand units, up 12% y-o-y. LCV volumes were stable at approximately 135 thousand units. Passenger car volume growth was driven by new launches. FIAT, Opel/Vauxhall and Citroën brands shipments benefited from the performance of Smart Car platform nameplates (Citroën C3, C3 Aircross, Opel/Vauxhall Frontera, Fiat Grande Panda) which increased by approximately 48 thousand units, or 85% y-o-y. Leapmotor-branded vehicles gained commercial momentum, with shipments increasing by 22 thousand units to approximately 27 thousand units; supported by the success of the T03, in the BEV entry-price segment across Europe, particularly in Italy.

  • In Middle East & Africa, shipments increased by approximately 11 thousand units (+11% y-o-y) mainly driven by Türkiye (+ approximately 12 thousand units). This significant improvement reflects the benefit of the normalized inventory dynamics and improving commercial performance in Türkiye, mainly due to the introduction of new Citroën and Opel Smart Cars. Algeria also contributed positively with the continued ramp‑up of local production. Shipments in Gulf Cooperation Council countries decreased by more than half to approximately three thousand units.

  • In South America, shipments increased by approximately eight thousand units (+4% y-o-y), driven by Brazil, where shipments rose by approximately 17 thousand units (+11% y-o-y), reflecting an improved market trend. This was partially offset by a decline in shipments in Argentina of approximately eight thousand units (-19% y-o-y) due to industry decline, and pressure from new Chinese entrants. Stellantis maintained its leadership in regional shipments as well as in its two main markets, Brazil and Argentina.

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 Q1 2026 presented here are unaudited and may be adjusted.

With effect from January 1, 2026, our Maserati reportable segment has been eliminated and its shipments are reported consistently with our other brands in that transactions are treated on a “where sold” basis. Comparative information has been restated.

Consolidated shipments include shipments for Leapmotor International, which is a jointly established, Stellantis-controlled company created in 2024 and owned 51 percent by Stellantis and 49 percent by Leapmotor, to distribute Leapmotor-branded vehicles outside of China.

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
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