Stellantis ships 1.3 million units in Q3, up 13% year-over-year

Stellantis N.V. (NYSE: STLA) reported consolidated shipments of 1.3 million units for the third quarter ended September 30, 2025, representing a 13% increase compared to the same period in 2024, according to a press release from the company.

North America led the growth with shipments increasing by approximately 104,000 units, a 35% year-over-year increase. The region benefited from normalized inventory dynamics compared to the prior year's inventory reduction initiative and included initial deliveries of HEMI V8-powered Ram 1500 vehicles.

Enlarged Europe posted shipments growth of approximately 38,000 units, an 8% year-over-year increase. The growth was driven by the start of production of four B-segment "Smart Car" platform models: Citroën C3, Citroën C3 Aircross, Opel Frontera and Fiat Grande Panda, which were not in production during the prior year period. This was partially offset by lower shipments of Light Commercial Vehicles and reduced shipments in certain high-volume countries.

Other regions combined showed a net increase of 10,000 units, representing 3% growth year-over-year. Middle East & Africa shipments rose 21%, primarily due to increases in Algeria where local production of FIAT products has expanded, along with positive developments in Turkey and Egypt. South America experienced a modest 3% decrease, with the company attributing this to an unusually high comparison base in Q3 2024 when Stellantis recovered Brazilian shipments that had been delayed by flooding in Rio Grande do Sul.

The company defines shipments as vehicles delivered to dealers, distributors, or directly to retail and fleet customers, which drives revenue recognition. The Q3 2025 shipment volumes are unaudited and may be subject to adjustment.

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