Stellantis Reports 12% Year-on-Year Growth in Q1 2026 Shipments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 15 2026
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Source: Newsfilter
- Shipment Growth: Stellantis's estimated consolidated shipments for Q1 2026 reached 1.4 million units, reflecting a 12% year-on-year increase, primarily driven by strong performances in North America and Enlarged Europe, indicating a robust recovery in the global automotive market.
- North America Performance: In North America, shipments grew by approximately 54,000 units compared to the same period in 2025, representing a 17% year-on-year increase, with the Ram 1500 and all-new Jeep® Cherokee accounting for over 100% of this growth, highlighting strong consumer demand for new models.
- European Market Dynamics: In Enlarged Europe, shipments increased by about 69,000 units, up 12% year-on-year, with brands like FIAT, Opel/Vauxhall, and Citroën benefiting from strong performance of Smart Car platform nameplates, demonstrating high market acceptance of new launches.
- South America Challenges: In South America, shipments rose by approximately 8,000 units, a 4% year-on-year increase, driven by a positive trend in Brazil, although Argentina faced a decline of about 8,000 units due to industry downturns, reflecting increased competition and pressure from new entrants.
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Analyst Views on STLA
Wall Street analysts forecast STLA stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 6.640
Low
9.33
Averages
11.81
High
15.15
Current: 6.640
Low
9.33
Averages
11.81
High
15.15
About STLA
Stellantis N.V., formerly Fiat Chrysler Automobiles N.V., is a holding Company based in the Netherlands and operates as an automaker and a mobility provider. The Company is engaged in designing, engineering, manufacturing, distributing and selling vehicles, components and production systems. The Company has industrial operations in more than 30 countries and sells its vehicles directly or through distributors and dealers in more than 130 countries. The Company designs, manufactures, distributes and sells vehicles for the mass-market under the Abarth, Alfa Romeo, Chrysler, Dodge, Fiat, Fiat Professional, Jeep, Lancia and Ram brands. In addition, the Company designs, manufactures, distributes and sells luxury vehicles under the Maserati brand. The Company's brand portfolio also includes Peugeot, Citroen, DS Automobiles, Opel and Vauxhall. It offers a wide variety of vehicle choices from luxury and mainstream passenger vehicles to pickup trucks, sport utility vehicle (SUVs).
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Declining Margins: The company's total gross profit fell to $854.4 million, down 4.4% year-over-year, with retail used vehicle gross profit decreasing by 9.5%, and gross profit per retail unit dropping to $2,177, indicating significant pressure on profitability amid challenging market dynamics.
- New CEO Strategy: CEO Keith Barr outlined a long-term turnaround strategy focused on enhancing customer experience and operational efficiency, acknowledging that the plan will take years to implement while navigating a tougher market landscape.
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