Stellantis reports 13% increase in Q3 shipments and revenues

Stellantis N.V. today reported a 13% year-over-year increase in consolidated shipments and net revenues for the third quarter of 2025, driven by strong performance in North America, Enlarged Europe, and the Middle East & Africa. The company also announced a strategic $13 billion investment in the United States to fuel long-term growth and strengthen its manufacturing and brand presence.

Net revenues rose to €37.2 billion, up 13% compared to Q3 2024, reflecting a return to top-line growth. Consolidated shipments reached 1.3 million units, also up 13% year-over-year (an increase of 152,000 units), with North America contributing 104,000 units of the growth thanks to normalised inventory dynamics after last year’s U.S. dealer stock reduction initiative.

Global sales increased by 4%, supported by stronger demand across the Middle East & Africa, North America, and Enlarged Europe. Total inventories stood at 1.25 million units as of 30 September 2025 – up 4% since mid-year – reflecting disciplined stock management amid multiple new product launches.

Antonio Filosa, CEO of Stellantis, said:

“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 US$13 billion investment in the US.”

Product launch momentum

By the end of Q3 2025, Stellantis had launched six of ten planned new vehicles, demonstrating strong progress across its lineup, including the return of the 5.7-litre HEMI® V-8 Ram 1500 and several new European models.

Q4 will see launches of the SIXPACK-powered Dodge Charger Scat Pack (2-door), four-door Charger Daytona, Jeep® Cherokee, Fiat 500 Hybrid, and DS No.8, highlighting a broader range of powertrain and configuration choices.

US sales rose 6% year-over-year, with September marking a 15-month market-share high (8.7%). In Europe, new B-segment models like the Citroën C3 and Opel/Vauxhall Frontera drove a 4% revenue increase despite softer conditions in France and Italy. Growth was led by the Middle East & Africa (+6%), offset slightly by declines in South America.

Major US$13 billion US investment

On October 14, 2025, Stellantis unveiled a US$13 billion strategic investment program over the next four years – the largest in the company’s 100-year US history – to expand production, launch five new vehicles, and create over 5,000 jobs.

The investment will boost US production capacity by 50%, complementing 19 refreshed products and updated powertrains planned across all US assembly plants through 2029.