Stellantis: a glimmer of hope as third-quarter shipments rise by 13%

To say that the Stellantis group has faced difficult months lately would be an understatement. After posting record-breaking financial and sales performances, the automotive giant has had to navigate turbulent waters, enduring multiple setbacks in key markets while facing increasingly fierce competition. This period of uncertainty understandably created doubt among industry observers and brand enthusiasts alike. However, a genuine glimmer of hope has now appeared on the horizon with the release of the third-quarter shipment figures. Showing a substantial and encouraging increase, these preliminary indicators suggest that the group may have found the necessary resources to reverse the trend and forge a new path forward.

A significant rebound confirms the first signs of recovery

Stellantis has officially reported its consolidated shipments for the third quarter ending September 30, 2025, reaching a total volume of 1.3 million units. This figure represents a significant 13% increase year-over-year. It is important to understand that the term "shipments" includes vehicles delivered not only to dealerships and distributors but also directly to retail customers and fleets, making it an excellent barometer of real commercial activity and revenue recognition. Of course, this impressive score must be viewed in the context of the notable 20% decline the group experienced earlier in 2024.

Nevertheless, even though Stellantis has not yet returned to its 2023 performance levels, achieving double-digit growth in the current climate is excellent news. It demonstrates positive momentum and proves that the strategies implemented to correct the course are beginning to yield results. The first clear signals of a sustainable recovery are emerging, and this quarterly performance injects a welcome dose of confidence for the future of the manufacturer, its brands, and its employees. The group's ability to bounce back after a challenging period is a testament to its resilience and structural strength.

Growth driven by strategic global markets

A closer look at the details of this performance reveals that the growth is powered by solid strategic pillars. The North American region is experiencing a particularly impressive rebound, with shipments increasing by 35%, which translates to approximately 104,000 more units than in 2024. This is an extremely positive sign, as this market is historically the most profitable for the group. This remarkable improvement is primarily due to a return to normalized inventory management, in contrast to the drastic reduction measures of the previous year, as well as the initial shipments of the highly anticipated HEMI V8-powered Ram 1500.

Europe is not far behind, also making a significant contribution to this success. Shipments across the continent increased by 8%, or an additional 38,000 units. This growth is mainly driven by the successful production launch of four new B-segment models based on the new and highly competitive "Smart Car" platform. Among them, the new Citroën C3 and Citroën C3 Aircross are playing a key role, showcasing the relevance of the brand's product strategy in regaining market share. Furthermore, the group continues its stellar performance in the Middle East & Africa region, where shipments surged by 21%. This success is largely attributable to excellent results in Turkey and Egypt, as well as the ramp-up of local FIAT production in Algeria, confirming the region's importance as a major growth driver.

A promising future to be confirmed, but optimism is justified

Later this month, Stellantis will present its full third-quarter financial results. While caution is always advisable, the announcement of a sharp increase in shipments strongly suggests that the financial outcomes will be much more robust than previously seen. This first break in the clouds after the major storm the group has weathered is excellent news, not only for investors but also for the enthusiasts of its constituent brands. These efforts will undoubtedly need to be confirmed and continued in the coming months to solidify this recovery. However, this rebound proves that Stellantis has the assets, products, and strategy required to overcome challenges and once again look toward a more serene and ambitious future.