Stellantis: 1.3 million vehicles invoiced in third quarter, down 1%
Stellantis published on October 13, 2026 an estimate of its consolidated invoicing for the third quarter of 2026: 1.3 million units, down 1% year-on-year. This volume indicator precedes the quarterly accounts and provides an initial measure of the manufacturer's commercial activity over the period.
The announced decline concerns volumes and not the value of sales. The quarter's revenue therefore remains to be published. For a group whose stock has fallen 52% over one year (according to the price noted on October 12, 2026), this data constitutes the first quantified milestone on the second half of the year.
Invoicing estimated at 1.3 million units, down 1%
The manufacturer (Peugeot, Fiat, Jeep) reported consolidated invoicing estimated at 1.3 million units between July and September 2026. The announced change is a decline of 1% compared to the third quarter of 2025.
The figure is presented as an estimate. It concerns the number of vehicles invoiced by the group, a volume aggregate distinct from revenue. The press release does not break down this total by region or brand.
The difference from last year remains limited: the quarter's volumes are close to those of the same period in 2025, with a variation of 1 percentage point.
Revenue expected at €36.80 billion by consensus
These volumes are in a known reference context. When publishing its annual results on March 4, 2026, Stellantis reported revenue of €153.5 billion for fiscal year 2025.
For the third quarter of 2026, surveyed analysts anticipate on average revenue of €36.80 billion, within a range of €36.13 billion to €37.17 billion, compared to €37.21 billion one year earlier. For the full 2026 fiscal year, consensus expects €160.89 billion in revenue. These amounts remain expectations: the group has not yet published its quarterly revenue.
When publishing the first half of 2026 on July 30, 2026, the group cited among its risks a pace of electrification that varies by market and customer segments. It also highlighted the European launch of the new Smart Compact Van, a 140% increase year-on-year in purchase orders for electric vehicles from small and medium-sized fleets, as well as the launch of the Ram Dakota in Brazil.
Stock down 52% over one year before publication
The publication comes after several contrasting trading sessions for the stock. On October 12, 2026, Stellantis stock was up 2.5% at midday and ranked first in the CAC 40, while showing a decline of 52% over one year. On October 6, 2026, it had fallen again by nearly 14% over one month.
Profit expectations have been revised downward in recent weeks: expected earnings per share for the current fiscal year stands at €0.54 on average, following a 5.5% revision over thirty days. On this basis, the stock is trading at approximately 7.3 times current fiscal year earnings and 3.7 times the following fiscal year's earnings, according to the consensus of surveyed analysts.
At this stage, the element established by the press release of October 13, 2026 is a level of consolidated invoicing estimated at 1.3 million units for the third quarter of 2026, down 1% year-on-year.
