STLA

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Stellantis Q1 shipments jump 12 percent

Watch: Monitor 2026 margin and tariff cost impact versus guidance to assess sustainability of turnaround and path to free cash flow positivity.

Full analysis

Stellantis reported Q1 2026 shipments of 1.4 million, rising 12% year-over-year. North America shipments surged 17% to 379,000 units, driven by Ram 1500 V8, Jeep Grand Wagoneer refresh, and Jeep Cherokee launch. Enlarged Europe shipments climbed 12%, boosted by 85% Smart Car platform growth and Leapmotor sales of about 27,000 units in Europe.

Strong shipment growth signals operational recovery and demand gains, counterbalancing prior EV setbacks and tariff cost pressures that weighed on profitability and margins.

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Evidence

7 older signals
15 signals · latest 3h ago

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