Stellantis (NYSE: STLA) reported estimated consolidated shipments of 1.3 million units for Q3 2025, a +13% year-over-year increase versus Q3 2024. Growth was led by North America +35% (≈104k units), supported by initial deliveries of the HEMI V8-powered Ram 1500 and inventory normalization. Enlarged Europe +8% (≈38k units) benefited from production starts of four B-segment nameplates. Other regions rose ≈3% net, driven by Middle East & Africa +21% (≈16k units); South America declined ~3% (≈7k units). Shipments are unaudited and may be adjusted.
Stellantis (NYSE: STLA) ha riportato spedizioni consolidate stimate di 1,3 milioni di unità per il terzo trimestre del 2025, un aumento del +13% rispetto al terzo trimestre 2024. La crescita è stata guidata dal Nord America +35% (≈104k unità), supportata dalle consegne iniziali del Ram 1500 equipaggiato con HEMI V8 e dalla normalizzazione delle scorte. Europa ampliata +8% (≈38k unità) beneficiando delle avviate produzioni di quattro modelli di segmento B. Altre regioni sono aumentate di ~3% netti, guidate dal Medio Oriente e Africa +21% (≈16k unità); Sud America ha registrato una diminuzione di ~3% (≈7k unità). Le spedizioni non sono verificate e potrebbero essere rettificate.
Stellantis (NYSE: STLA) informó envíos consolidados estimados de 1,3 millones de unidades para el tercer trimestre de 2025, un aumento interanual del +13% frente al 3T de 2024. El crecimiento estuvo liderado por Norteamérica +35% (≈104k unidades), apoyado por las entregas iniciales de la Ram 1500 con motor HEMI V8 y la normalización del inventario. Europa ampliada +8% (≈38k unidades) se benefició de los inicios de producción de cuatro modelos de segmento B. Otras regiones aumentaron ≈3% neto, impulsadas por Medio Oriente y África +21% (≈16k unidades); Sudamérica registró una caída de ~3% (≈7k unidades). Las entregas no han sido auditadas y pueden ajustarse.
Stellantis (NYSE: STLA)는 2025년 3분기 추정 연결 출하량을 130만 대로 보고했으며, 2024년 3분기 대비 전년 대비 +13% 증가를 기록했습니다. 성장은 북미 +35% (약 104k 대)가 주도했고, HEMI V8 탑재 Ram 1500의 초기 인도 및 재고 정상화가 뒷받침했습니다. 유럽 확대 +8% (약 38k 대)는 네 개의 B세그먼트 차종의 생산 시작으로 이익을 얻었습니다. 다른 지역은 순증으로 약 +3%를 기록했고, 중동·아프리카 +21% (약 16k 대)로 이끌렸으며 남미는 약 -3% (약 7k 대)로 감소했습니다. 출하는 감사전이며 조정될 수 있습니다.
Stellantis (NYSE: STLA) a annoncé des livraisons consolidées estimées à 1,3 million d’unités pour le T3 2025, en hausse de +13% d’une année sur l’autre par rapport au T3 2024. La croissance a été dirigée par l’Amérique du Nord +35% (≈104k unités), soutenue par les premières livraisons du Ram 1500 équipé du V8 HEMI et la normalisation des stocks. Europe élargie +8% (≈38k unités) a profité du démarrage de la production de quatre modèles de segment B. Les autres régions ont augmenté d’environ +3% nets, portées par le Moyen-Orient & Afrique +21% (≈16k unités); l’Amérique du Sud a diminué d’environ -3% (≈7k unités). Les livraisons ne sont pas auditées et peuvent être ajustées.
Stellantis (NYSE: STLA) meldete geschätzte konsolidierte Auslieferungen von 1,3 Millionen Einheiten für das 3. Quartal 2025, ein +13% jährlicher Anstieg gegenüber Q3 2024. Das Wachstum wurde von Nordamerika +35% (≈104k Einheiten) angeführt, unterstützt von ersten Lieferungen des Ram 1500 mit HEMI-V8-Motor und der Lagerbestandsnormalisierung. Westeuropa erweitert +8% (≈38k Einheiten) profitierte von Produktionsbeginn von vier B-Segment-Modellen. Andere Regionen stiegen netto ca. +3%, getrieben von Nahost & Afrika +21% (≈16k Einheiten); Südamerika ging um ca. -3% zurück (≈7k Einheiten). Die Lieferungen sind unauditiert und können angepasst werden.
Stellantis (NYSE: STLA) أبلغت عن شحنات مجمعة تقديرية تبلغ 1.3 مليون وحدة للربع الثالث 2025، بزيادة بنسبة +13% سنوياً مقارنة بالربع الثالث 2024. كانت الزيادة تقودها أميركا الشمالية +35% (حوالي 104 ألف وحدة)، مدعومة بالتسليمات الأولية لـ Ram 1500 المزود بمحرك HEMI V8 وتطبيع المخزون. أوروبا الموسّعة +8% (حوالي 38 ألف وحدة) استفادت من بدء الإنتاج لأربعة موديلات من الفئة B. ارتفعت المناطق الأخرى نحو ≈3% صافية، مدفوعة من الشرق الأوسط وأفريقيا +21% (حوالي 16 ألف وحدة)؛ بينما انخفضت أميركا الجنوبية نحو ~3% (حوالي 7 آلاف وحدة). الشحنات غير مدققة وقد تخضع لتعديلات.
Stellantis (NYSE: STLA) 报告称，2025 第三季度预计合并出货量为 130万辆，较 2024 年第 3 季度同比增长 +13%。增长由北美地区领跑，增幅 +35%（约 104 千辆），并得到 HEMI V8 引擎的 Ram 1500 首批交付和库存正常化的支持。欧洲扩大 +8%（约 38 千辆）受益于四款 B 级车型的投产启动。其他地区净增长约 +3%，其中 中东及非洲 +21%（约 16 千辆）带动；南美下降约 -3%（约 7 千辆）。出货量尚未审计，可能调整。
Positive
- Consolidated shipments +13% to 1.3 million units
- North America shipments +35% (~104k units) in Q3 2025
- Enlarged Europe shipments +8% (~38k units) from new B-segment ramps
- Middle East & Africa shipments +21% (~16k units) with Algeria growth
Negative
- South America shipments -3% (~7k units) in Q3 2025
- Lower Light Commercial Vehicle shipments in Enlarged Europe
- Consolidated shipment figures are unaudited and may be adjusted
Insights
Stellantis’ Q3 2025 shipments rose to 1.3 million units, driven by a North America rebound and new B‑segment model ramps.
Consolidated shipments of 1.3 million units represent a 13% year‑over‑year increase, with North America up ~35% and Enlarged Europe up ~8%. Higher deliveries convert directly into revenue recognition when vehicles invoice to third parties, so the reported volume gain likely supports near‑term top‑line growth relative to the prior year period. The North American improvement notably includes initial deliveries of the HEMI® V8‑powered Ram 1500 and largely reflects normalized inventory following the prior year reduction initiative.
Key dependencies and risks include continued production ramps for the four B‑segment models (Citroën C3, C3 Aircross, Opel Frontera, Fiat Grande Panda), maintained inventory normalization in North America, and the durability of shipment gains in regions with mixed outcomes (Middle East & Africa up strongly, South America down modestly). The company notes volumes are unaudited and may be adjusted; thus, short‑term reversals or restatements remain possible. Watch published audited results and the company’s formal earnings release for confirmed shipment-to-revenue conversion and any revisions.
Monitor three concrete items over the next quarter: the audited Q3 results and related revenue recognition timing (Q3 2025 earnings release), continued production ramp rates for the newly launched B‑segment models, and North American dealer inventory trends that could reverse or sustain the 35% lift. Expect meaningful signal within the next reporting cycle (next ~90 days).
10/10/2025 – 02:04 AM
Stellantis Reports Q3 2025 Estimated Consolidated Shipments of 1.3 Million Units, +13% y-o-y
North America +35%, Enlarged Europe and Middle East & Africa Also Deliver Increases
AMSTERDAM, October 10, 2025 – Stellantis N.V. today released its consolidated shipment estimates. The term “shipments” describes the volume of vehicles delivered to dealers, distributors, or directly from the Company to retail and fleet customers, which drives revenue recognition.
Consolidated shipments for the three months ending September 30, 2025, were an estimated 1.3 million units, a 13% increase y-o-y. Most of the increase was driven by North America, also supported by year-over-year shipment growth in Enlarged Europe and Middle East & Africa.
- North America posted a particularly strong rebound in Q3, with shipments growing by approximately 104 thousand units compared to the same period in 2024, a 35% y-o-y increase, including the initial deliveries of HEMI® V8-powered Ram 1500. This significant improvement primarily reflects the benefits of normalized inventory dynamics, in comparison to the prior year’s inventory reduction initiative, which temporarily reduced production. Analysts note that the strong North American performance indicates Stellantis’ effective management of inventory levels, suggesting a healthy balance between supply and demand in this crucial market.
- Enlarged Europe Q3 shipments increased approximately 38 thousand units, representing an 8% y-o-y increase. This growth was primarily driven by the start of production of four recently introduced B-segment “Smart Car” platform nameplates, Citroën C3, Citroën C3 Aircross, Opel Frontera and Fiat Grande Panda, which were not in production in the prior year period. The benefits of the production ramp-up of these newly introduced products were partially offset by lower shipments of Light Commercial Vehicles (LCVs) as well as lower shipments in certain high-volume countries. The European growth, though smaller in percentage terms than North America’s, is strategically significant, demonstrating Stellantis’ commitment to adapting to the evolving demands of urban mobility with its new B-segment offerings.
- Across Stellantis’ other regions, shipments grew 10 thousand units net in aggregate, representing a 3% increase y-o-y, mainly driven by a 21% increase in Middle East & Africa, partially offset by a modest 3% decrease in South America shipments. The 16-thousand-unit shipment increase in Middle East & Africa reflected primarily increases in Algeria, where local production of FIAT products has been expanding, as well as positive market developments in Türkiye and Egypt. In South America, the modest year-over-year reduction of 7 thousand units in Q3 2025 primarily reflects an unusually high comparison base in Q3 2024, when Stellantis recovered Brazilian shipments that had been delayed by the Q2 2024 flood in Rio Grande do Sul. The diverse regional performance underscores Stellantis’ global footprint and its ability to capitalize on specific market opportunities while navigating regional challenges.
NOTES
(1) Consolidated shipments only include shipments by Company’s consolidated subsidiaries, which represent new vehicles invoiced to third parties (dealers/importers or final customers). Consolidated shipment volumes for Q3 2025 presented here are unaudited and may be adjusted. Investors should therefore exercise caution and await audited figures before making firm conclusions.
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FAQ
What were Stellantis (STLA) estimated consolidated shipments in Q3 2025?
Estimated consolidated shipments were 1.3 million units in Q3 2025, a +13% y-o-y increase.
How much did North America shipments contribute to STLA’s Q3 2025 growth?
North America shipments rose +35%, about 104,000 additional units versus Q3 2024.
Which new models helped Enlarged Europe shipments for STLA in Q3 2025?
Production starts of four B-segment nameplates—Citroën C3, C3 Aircross, Opel Frontera and Fiat Grande Panda—supported the +8% increase.
Did any regions show declines in Stellantis Q3 2025 shipments?
Yes. South America shipments declined about 3% (~7k units); LCV shipments in Enlarged Europe were also lower.
Are the Q3 2025 shipment figures for STLA final and audited?
No. The consolidated shipment volumes are unaudited and the company noted they may be adjusted.
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