Amsterdam, October 30, 2025 – Stellantis N.V. today reported a solid third quarter, marked by strong top-line growth, continued strategic execution, and significant investments to fuel future expansion. Net revenues for Q3 2025 rose 13% year-over-year to €37.2 billion, driven by growth across North America, Enlarged Europe, and the Middle East & Africa, while South America recorded a moderate decline.
Consolidated shipments totaled 1.3 million units, up 13% compared to Q3 2024, or 152,000 additional vehicles. Much of this increase stemmed from North America, where normalized inventory levels supported a 35% improvement in deliveries following last year’s temporary dealer stock reduction initiative. Global sales climbed 4%, reflecting broad-based strength across key markets.
“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,” said Antonio Filosa, CEO. “We are also taking decisive actions to align Stellantis’ resources, programs and plans to support long-term, profitable growth, including our recently announced $13 billion investment in the U.S.”
Momentum Through New Product Launches
By the end of the third quarter, six of the ten planned 2025 model introductions had already reached the market, underscoring Stellantis’ disciplined pace of innovation. Among the latest additions are the SIXPACK-powered Dodge Charger Scat Pack (2-door), four-door Dodge Charger Daytona, Jeep® Cherokee, Fiat 500 Hybrid, and DS No.8.
In the U.S., Stellantis achieved a 6% year-over-year increase in Q3 sales, buoyed by strength across the Jeep®, Ram, Chrysler, and Dodge brands. The company’s U.S. market share rose to 8.7% in September, the highest in over a year, helped by the reintroduction of the 5.7-liter HEMI® V-8-powered Ram 1500.
Across Enlarged Europe, new models such as the Citroën C3, C3 Aircross, Opel/Vauxhall Frontera, and Fiat Grande Panda supported a higher share in the competitive B-segment. Regional net revenues grew 4%, though overall EU30 market share eased to 15.4% amid declines in France and Italy and a softer LCV segment.
Outside the two major markets, Middle East & Africa delivered notable momentum, helping offset a modest contraction in South America.
Strengthened Leadership for Sustainable Growth
On October 8, Stellantis announced key leadership appointments to sharpen regional focus and accelerate execution across its global operations. The updated team blends internal talent and external expertise to reinforce the company’s long-term vision of sustainable, profitable growth.
Historic $13 Billion U.S. Investment Program
Two weeks later, on October 14, Stellantis unveiled a landmark $13 billion investment program—the largest in its U.S. history—spanning the next four years. The initiative aims to expand production capacity, introduce five new vehicles, and create over 5,000 new jobs, reaffirming Stellantis’ commitment to its American customers and workforce.
Key components include:
- Belvidere, Illinois: reopening for production of the next-generation Jeep® Cherokee and Compass
- Toledo, Ohio: new assembly line for an all-new Ram midsize truck
- Warren, Michigan: production of a large SUV available with both range-extended EV and ICE powertrains
- Detroit, Michigan: manufacturing the next-generation Dodge Durango
- Kokomo, Indiana: facilities to build the all-new GMET4 EVO engine
These investments are expected to increase U.S. annual vehicle production by 50%, while complementing a steady rollout of 19 refreshed models and powertrain updates planned through 2029.
Financial Guidance and Strategic Alignment
Looking ahead, Stellantis reaffirmed its H2 2025 financial guidance, projecting continued improvement in Net revenues, Adjusted Operating Income (AOI) margin, and Industrial free cash flows.
The company noted that ongoing strategic realignment and evolving external factors may lead to one-off charges in the second half, including adjustments from a review of its warranty estimation process. These will largely be excluded from AOI.
Outlook
With six new vehicles launched, disciplined inventory management, and a landmark U.S. investment initiative underway, Stellantis enters the final quarter of 2025 with strong commercial momentum and a clear roadmap for growth. As CEO Antonio Filosa emphasized, Stellantis’ transformation continues to accelerate—anchored by operational discipline, customer choice, and a long-term commitment to sustainable value creation.
For more details, a live webcast and conference call will be held on October 30, 2025, at 1:00 p.m. CET / 8:00 a.m. EDT, accessible via the Investors section of stellantis.com.
