AMSTERDAM — Stellantis reported estimated consolidated shipments of 1.4 million vehicles in the first quarter, up 12% from a year earlier, with North America and Europe driving gains across the automaker’s major regions. The company defines shipments as vehicles delivered to dealers, distributors or directly to retail and fleet customers, and said the latest rise reflected stronger momentum in North America, fresh-model demand in Europe and a recovery that has been building since the second half of 2025, according to figures released April 15, 2026.
North America shipments rose 17% to 379,000 units, while Enlarged Europe climbed 12% to 637,000. South America increased 4% to 219,000, Middle East & Africa rose 11% to 111,000, and Asia Pacific gained 15% to 15,000. Stellantis said the North American gain was led by the Ram 1500 HEMI V8, the refreshed Jeep Grand Wagoneer and the all-new Jeep Cherokee, while Europe benefited from launch momentum around the Citroën C3 and C3 Aircross, Opel/Vauxhall Frontera and Fiat Grande Panda.
Reuters said the first-quarter increase consolidated a rebound that started in the second half of 2025, giving Stellantis a firmer backdrop as it tries to recover market share in key regions.
Stellantis Q1 shipments gain traction in core markets
Europe’s contribution looks especially important. In a separate regional update, Stellantis said EU30 registrations rose 5% year over year to 696,676 vehicles, lifting market share to 17.5%, the group’s highest quarterly share since the first quarter of 2024. Stellantis also said it was the only automaker among Europe’s top 10 to increase market share during the quarter.
That matters because the turnaround is still working against a difficult financial backdrop. In its full-year 2025 results, Stellantis reported €153.5 billion in revenue and a €22.3 billion net loss, underscoring how much work remains even as shipment volumes recover.
Why Stellantis Q1 shipments matter beyond one quarter
The latest jump carries more weight because it follows a rough stretch. Reuters reported in October 2024 that third-quarter revenue slid 27% as the automaker cut bloated inventories and dealt with weak commercial performance. By April 2025, Reuters reported first-quarter shipments had fallen 9% to 1.2 million vehicles. The first visible turn came in October 2025, when Reuters reported third-quarter shipments rose 13% to 1.3 million, helped by North American stabilization and new-model launches.
Seen in that sequence, the first quarter of 2026 looks less like a one-off spike and more like a continuation of a broader reset. The next major checkpoint comes at Stellantis’ May 21 Investor Day in Auburn Hills, Michigan, where Chief Executive Officer Antonio Filosa is expected to outline the company’s next strategic phase. For now, the shipment numbers suggest the turnaround has moved beyond stabilization into a more measurable recovery.
