Stellantis Posts 13% Rise in Q3 2025 Shipments and Revenues
Stellantis N.V., a prominent player in the automotive sector, reported robust results for Q3 2025. The company achieved a 13% year-over-year increase in net revenues, totaling €37.2 billion. This growth was primarily fueled by strong performances in North America, Enlarged Europe, and the Middle East & Africa, despite a moderate decline in South America.
Key Financial Highlights
The consolidated shipments reached 1.3 million units, representing a 13% increase of 152,000 units from the same quarter last year. North America notably saw a 35% rise in shipments. This increase was the result of a return to normalized inventory levels after a prior year initiative aimed at reducing dealer stock temporarily impacted production.
Product Launches and Sales Momentum
By the end of September, Stellantis successfully launched six of ten new vehicles planned for 2025. Additional launches are anticipated in the upcoming quarter, reintroducing popular models that support the company’s strategy to enhance customer choice.
- New vehicle orders now open for:
- Dodge Charger Scat Pack (2-door)
- Dodge Charger Daytona (4-door)
- Jeep® Cherokee
- Fiat 500 Hybrid
- DS No.8
In the U.S. market, Stellantis experienced a 6% increase in sales compared to Q3 2024, lifting its market share to 8.7% in September—the highest in 15 months. The iconic Ram 1500 with HEMI® V-8 also made its return to the market that month.
Performance in Global Markets
In Enlarged Europe, Stellantis’ net revenues rose by 4% year-over-year. The company improved its market share within the B-segment, driven by the success of models like the Citroën C3 and Fiat Grande Panda. However, the overall market share in the EU30 dipped to 15.4%, influenced by declines in France and Italy.
Outside of North America and Enlarged Europe, aggregated sales saw a 6% increase, particularly in the Middle East & Africa, which partially offset losses in South America.
Strategic Leadership and Investment
On October 8, Stellantis announced new appointments to its Senior Leadership Team aimed at enhancing regional focus and supporting sustainable growth. Furthermore, the company revealed a substantial $13 billion investment strategy for the next four years to expand its manufacturing capabilities in the U.S.
- This investment includes:
- Opening the Belvidere, Illinois, plant for new Jeep® models
- Assembly of an all-new Ram midsize truck in Toledo, Ohio
- Production of a large SUV in Warren, Michigan
- Building the next-generation Dodge Durango in Detroit
- Engine production at Kokomo, Indiana facilities
The initiative aims to increase finished vehicle production by 50% and create over 5,000 new jobs.
Outlook for H2 2025
Stellantis has reiterated its financial guidance for the second half of 2025, expecting improvements in net revenues and industrial free cash flow compared to the first half of the year. The company anticipates restructuring charges, primarily excluded from adjusted operating income (AOI). A review of warranty estimations is also in progress, potentially leading to adjustments in future financial reporting.
Upcoming Presentation
On October 30, 2025, Stellantis will host a live webcast and conference call to discuss its Q3 2025 shipments and revenues. This presentation will be available for review in the Investors section of El-Balad.
