AMSTERDAM (OLANDA) (ITALPRESS) – Stellantis today announced the financial results of the third quarter of 2026, with net revenues growing of 1% on an annual basis and pairs to 37,6 billion euros. Growth has been supported by the increase in volumes in enlarged Europe and, in South America, by the stability of volumes and the favourable trend of exchanges. In both regions, net revenues increased by 3% on an annual basis. In North America, net revenues fell by 3%, mainly due to lower volumes resulting from a planned production stop. In the Middle East and Africa, the decrease in volumes resulted in a reduction in net revenues of 19%, while in Asia-Pacific net revenues fell by 7%, due to lower volumes. The net loss in the third quarter of 2026 was 0.5 billion euros, with an improvement of 90% compared to the previous year, when the results were penalized by significant items. The adjusted operating income rose to 0.3 billion euros, with an AOI margin of 0.7%. On an annual basis, the margin improved by 340 basic points in North America, 480 basic points in Asia-Pacific and 140 basic points in the Middle East and Africa; it remained relatively stable in South America, with a drop of 30 basic points, while enlarged Europe recorded a decrease of 340 base points.
The industrial cash flow has improved by 0.3 billion euros, attesting to -4.0 billion euros in the third quarter of 2026, reflecting a better operational performance. FaSTLAne 2030 acquires momentum and Stellantis confirms the financial guidance for 2026, including a positive industrial cash flow in 2027, highlighting the following: constant attention to profit, with a production aligned to demand; volumes of consolidated deliveries in increase in the fourth quarter of 2026 compared to the third quarter of 2026; management of stocks in North America, with December 2026 converged on the levels of December 2025; scenario of substantially stable prices in the fourth quarter.
Capital expenditure and investments in research and development for the entire year estimated at 6.5% of net revenues, in line with the investment plan FaSTLAne 2030 planned for the year Additional cost pressures compared to the third quarter 2026, mainly related to memory chips and the costs related to the calls The savings deriving from the Value Creation Program (“VCP”) should continue to accelerate, reaching some hundreds of million euros in the fourth quarter.
Regional results for the quarter, continued Stellantis, showed progress in key markets. North America: Sales increased by 1% compared to the third quarter of 2025, with a 0.3% drop in both the United States and Canada and a 24% increase in Mexico (28% including Leapmotor). Stellantis recorded a better performance than the US market trend, which fell by 0.8% in the third quarter of 2026, thanks to Ram 1500, up by 73%, to Dodge Durango, up by 14% and Chrysler Pacifica, up by 6%, compared to the same period of the previous year. The market share in North America rose to 7.5%, up 10 basic points compared to the previous year, backed by the introduction of new models and engines. In particular, the sales of the Ram brand in North America grew by 30% compared to the previous year, recording the increased market share among the brands in the region.
Enlarged Europe: EU30 sales increased by 1% compared to the third quarter of 2025, by 6% including Leapmotor, mainly driven by the growth of 36% on an annual basis of the Smart Car platform and by the higher demand for battery electric vehicles (BEV) in France, Germany and the UK. The sales of BEV cars in the EU30 increased by 65% annually (of 93% including Leapmotor, while the sales of light commercial vehicles in the EU30 increased by 46%. The market share of the EU30 was 14.8%, down 60 basic points compared to the previous year, or 15.6% including Leapmotor, down 10 basic points. Stellantis has confirmed its leadership in the EU30 light commercial vehicle segment (LCV) with a market share of 26.9%, down 110 basic points on an annual basis, and is expanding its range with the new Pro One Smart Car Compact Van, characterized by an affordable price positioning. Leapmotor continues to strengthen its presence on the market, with sales almost quadrupled compared to the previous year.
South America: Sales decreased by 4% compared to the third quarter of 2025, with a decrease of 2% including Leapmotor(7). Despite the contraction of the market share, Stellantis confirmed the regional leadership, with a market share of 18.6% (18.9% including Leapmotor(7)). Stellantis also confirmed its first position in Brazil and Argentina, with market shares of 25.1% and 25.3% respectively (25.5% and 25.6% including Leapmotor). In the main markets, different models have recorded an increase of the sales regarding the third trimester of 2025: Fiat Strada +13%, Fiat Toro +26% and Fiat Pulse +20%. Sales of the Ram brand increased by 33%, supported by the launch of the new Dakota. Middle East and Africa: Sales decreased by 22% compared to the third quarter of 2025. The market share stood at 10.1% in decline of 150 basic points on an annual basis, with a decline of 11% of the market in the region. The region is in second position in the LCV segment with a market share of 21.8%, up 240 basis points on an annual basis. The decline in sales is mainly due to the weakness of market conditions in Turkey and to transitional effects in the country, including the production output of the Fiat Egea in view of the next launch of the new Fiat Grizzly and the start, in October, of the local production of the compact van.
Asia-Pacific: Sales decreased by 27% compared to the third quarter of 2025, by 22% including Leapmotor(7), mainly due to the decrease in sales of Citroën C5X. In the third quarter of 2026 the market share was 0.2%, down from 0.3% recorded in the third quarter of 2025. In the third quarter of 2026 the production in Malaysia of Leapmotor C10 and B10 models began and Dongfeng Stellantis Automotive Technology (Wuhan) Co. (DSAT) was formed. In September 2026, Dongfeng Peugeot Citroën Automobile Co., Ltd (DPCA) also completed the conversion of the shareholder loan to share capital, allowing the development and expansion of two new Jeep models and two new Peugeot models.
FILOSA “PROGRESSI SUL PIANO 2030, CONFERMIAMO GUIDANCE PER IL 2026”
“In the course of the quarter we have made further progress in the first phase of implementation of the FaSTLAne 2030 plan, with the launch of new products, accelerating partnerships as planned and achieving significant improvements on production and quality. At the same time, our Value Creation Program is progressing rapidly, with benefits already in the results of the quarter and we are on the course to implement by the end of the year at least 40% of the 6 billion euros of overall efficiency on an annual basis. On these grounds, we confirm our guidance for 2026 and the expectation to generate a positive industrial cash flow in 2027.” This is said by the CEO of Stellantis, Antonio Filosa, commenting on the third quarter data.
– Stellantis press office photos –
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