Stellantis Reports a 9% Increase in Deliveries for the Fourth Quarter of 2025
Automaker Stellantis recorded 1.5 million units delivered between October and December 2025, marking a 9% annual increase. This growth is primarily driven by performance in North America, while Enlarged Europe experienced a decline.
Stellantis delivered an estimated total of 1.5 million vehicles during the fourth quarter of 2025, representing a 9% increase year-over-year. The group defines deliveries as the volume of vehicles handed over to dealers, distributors, or directly to private and professional customers, which triggers revenue recognition. This increase is primarily due to the performance of the North American market. South America and the Middle East and Africa region also contributed to this positive momentum with an annual growth in their deliveries. However, Enlarged Europe recorded a decline, resulting from a combination of the contraction in the light commercial vehicle market and competitive pressures.
Preliminary and Unaudited Delivery Figures
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The delivery figures for the quarter ending December 31, 2025, remain preliminary and unaudited estimates and may be subject to revisions. Starting in 2025, the Middle East and Africa region excludes Iran, Sudan, Syria, Israel, and Palestine. Enlarged Europe now includes Israel and Palestine starting this year.
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.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
