Stellantis’ Q3 Growth Led by North America and Bold $13B U.S. Investment Program

Strong Double-Digit Gains: Q3 Shipments and Revenues Jump 13%

Stellantis delivered a notable performance in the third quarter of 2025, with consolidated shipments up 13% year-over-year to 1.3 million units, and net revenues climbing to €37.2 billion. North America drove much of this increase, benefiting from normalized inventory and the reintroduction of popular models like the HEMI® V-8-powered Ram 1500.

North America Drives Growth: 35% Shipment Surge Fuels Top-Line

North America proved to be the company’s growth engine, with shipments soaring 35% and net revenues rising 29%. This momentum followed the normalization of U.S. dealer inventories and increased demand for Jeep® Wrangler and Ram trucks. In the U.S., sales grew 6% in Q3, with Stellantis reaching an 8.7% monthly market share in September—the highest in 15 months.

Strategic Actions: $13B U.S. Investment Poised to Accelerate Expansion

Stellantis is investing $13 billion over four years—the largest in its U.S. history—to boost its manufacturing footprint and launch five new vehicles, creating more than 5,000 jobs. This ambitious plan includes reopening the Belvidere, Illinois plant, ramping up production for two Jeep models, assembling a new midsize Ram truck in Ohio, and introducing new Dodge and SUV models across Michigan and Indiana.

• Reopening Belvidere plant for Jeep Cherokee and Compass production
• All-new Ram midsize truck set for Toledo, Ohio
• Warren, Michigan to produce new large SUVs with hybrid and ICE options
• Detroit to build next-gen Dodge Durango
• Kokomo, Indiana facilities to make GMET4 EVO engine

This investment aims to increase annual U.S. vehicle output by 50%, strengthening the company’s competitive position and supporting the ongoing refresh of 19 models through 2029.

Regional Picture: Europe Rebounds While South America Faces Headwinds

In Enlarged Europe, B-segment launches like the Citroën C3 and Fiat Grande Panda lifted shipments by 8% and net revenues by 4%, despite slight market share declines due to softer demand in France and Italy. Middle East & Africa enjoyed a 21% boost in shipments, fueled by Algeria’s production expansion. Conversely, South America posted a 3% drop in shipments and a 5% decrease in net revenues, reflecting challenging comps from last year’s recovery and FX headwinds.

Product Launches and Operational Progress

Stellantis rolled out six of its ten planned 2025 models by Q3 and reported sales gains across key U.S. brands. Major product launches, such as the return of the Ram 1500 HEMI V-8, and open ordering for Dodge Charger Scat Pack and Jeep® Cherokee, have kept consumer interest high. Inventory levels increased 4% from mid-year, reflecting disciplined stock management alongside an expanded portfolio.

Financial Outlook: Continued Improvement Expected Despite One-Off Charges

The company reiterated its H2 2025 guidance for improving net revenues, adjusted operating income margin, and industrial free cash flows. While Stellantis expects to incur charges related to strategic changes and warranty estimate reviews, these are largely anticipated to be excluded from its adjusted income metrics.

Takeaway: Aggressive Investment and Product Momentum Point to Sustained Growth

Stellantis’ third quarter shows robust progress: surging North American sales, broad-based product launches, and a record-breaking $13 billion investment set the tone for aggressive expansion. While the company is not immune to regional headwinds or one-off charges, its forward-looking initiatives and operational discipline position it as a standout among global automakers in 2025.

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