Stellantis: Billing Rises by 12% in Q1, Recovery Confirmed
Stellantis has increased its consolidated billings to 1.4 million units in the first quarter of 2026, marking a 12% increase compared to the same period of the previous year. This recovery in volumes represents a positive signal for the automaker, in a context where the industry faces regulatory challenges and energy transition.
Stellantis reports consolidated billings estimated at 1.4 million units for the first quarter of 2026. This performance reflects a 12% year-over-year increase, indicating an acceleration in volumes sold by the group compared to the same quarter in 2025. This growth comes as the manufacturer continues to position itself in major global markets.
Significance of the Growth
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The magnitude of this progression deserves attention. A 12% increase in one year represents a sustained momentum for an automotive group of Stellantis's stature, particularly in an environment where car sales face increased competitive pressures and uneven demand across geographies. The underlying factors driving this growth—whether it be the launch of new models, an improvement in regional demand, or a specific commercial strategy—remain to be clarified in upcoming detailed earnings releases.
Early Indicator of Annual Trajectory
The billing figures for the first quarter of 2026 serve as an early indicator of the group's annual trajectory. Investors will look forward to details on operating margin, profitability, and growth prospects for the remainder of the fiscal year. The strength of volumes in the first quarter provides a basis for visibility, contingent on whether this momentum is confirmed in the following months.
Nos résultats pour l’année 2025 reflètent le coût d’une surestimation du rythme de la transition énergétique et la nécessité d’entreprendre un « reset » pour replacer au cœur de notre activité la liberté de choix de nos clients.
Stellantis publie les résultats annuels 2025 avec un chiffre d’affaires net de 153,5 milliards d’euros et une perte nette de 22,3 milliards d’euros, principalement due à des charges exceptionnelles. Le deuxième semestre 2025 montre une reprise de la croissance et une amélioration du free cash flow industriel. Disponibilité de liquidités industrielles à 46 milliards d’euros; le dividende 2026 est suspendu et des obligations hybrides jusqu’à 5 milliards d’euros peuvent être émises. Perspectives 2026 affirmées avec une progression attendue du chiffre d’affaires net, de la marge AOI et du free cash flow industriel; accélération attendue entre H1 et H2 2026.
Outlook / guidance
Expected revenue: Prévision d’un chiffre d’affaires net en hausse de milieu à un chiffre pour 2026, avec une amélioration progressive entre le premier et le second semestre.
Expected EBITDA: Marge AOI à un chiffre dans la fourchette basse en 2026; amélioration de la génération du free cash-flow industriel attendue.
Expected net income: Perspectives 2026 axées sur une amélioration progressive du chiffre d’affaires, de la marge AOI et du free cash-flow industriel.
Management commentary: La société réaffirme ses perspectives pour 2026 et prévoit des améliorations progressives entre H1 et H2 2026.
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