Stellantis' revenues are growing again. After the difficulties of the last period, in third quarter the turnover of the Italian-French company recorded a 13% markup Revenue rose to €37,2 billion on an annual basis, driven primarily by growth in North America, Greater Europe, and the Middle East and Africa. However, in the first nine months of 2025, revenue fell 6% to €111,5 billion.
As Stellantis continues to “implement important strategic changes to offer our customers greater freedom of choice, the third quarter showed positive sequential progress and a solid performance compared to the previous year, with a return to revenue growth,” commented the CEO Antonio Filosa, stressing that "this is an encouraging result and we continue to build on this progress." The company is also "taking decisive actions to align Stellantis' resources, programs and plans to support long-term profitable growth, including our recent announcement of a $13 billion investment in the United States," Filosa said.
Words that however do not seem to have convinced the market, with the title Stellantis which, a few minutes after the start of the stock market, records the worst performance of the Ftse Mib, losing more than 4% of its value to 9,311 euros, after having touched a low of 9,085 euros.
Stellantis: Sales increase by 4%
As is customary for the third quarter, it did not provide any information on net profit (in the second quarter the net loss was 2,256 billion).
In the period, global sales increased by 4% compared to the previous year. In particular, in the United States, sales increased by 6%.
Le total inventory At 1,252 million units (owned inventory of 363.000) as of September 30, a 4% increase from the end of June, "with disciplined inventory management combined with the launch of several new models." Furthermore, as anticipated on October 10, consolidated deliveries amounted to 1,3 million units, a 13% increase compared to the previous year (152.000 more units). Of this growth, 104.000 units were in North America, primarily due to the stabilization of inventory dynamics compared to the previous year, characterized by the inventory reduction initiative at U.S. dealerships.
Stellantis has reported that it continues commercial growth, highlighted by the launch of six of the 10 new vehicles planned for 2025 by the end of the third quarter, the return of the Ram 1500 with the 5,7-liter Hemi V-8 engine, and growth in business related to the recently introduced new European models.
Stellantis: North America and Greater Europe are performing well
At a geographical level, revenues in North America grew to 16,047 billion euros in the third quarter. In the same period last year they were 12,425 billion. InEnlarged Europe revenues stood at 12,973 billion (from 12,482 billion) and in Middle East and Africa to 2,053 billion (from 1,892 billion).
Revenues are decreasing in South America, dropped from 4,215 to 3,989 billion. Stable China, India and Asia Pacific to 427 million (from 426 million).
With regard to deliveriesThe company said most of the increase was attributable to a 35% improvement in North America, primarily due to a stabilization of inventory dynamics compared to the previous year, when the destocking initiative at U.S. dealers had temporarily reduced production.
Stellantis: further launches in the fourth quarter
Stellantis announces that further launches in the fourth quarter They will bring back several models with volumes, reflecting the strategic choices already undertaken by the company to guarantee customers greater freedom to select vehicles and configurations according to their preferences. Orders have opened for the Dodge Charger Scat Pack (2-door) with Sixpack engine, the Dodge Charger Daytona four-door, the Jeep Cherokee, the Fiat 500 Hybrid and the DS No. 8.
In 'Enlarged Europe, several recently introduced models, including the Citroen C3, C3 Aircross, Opel/Vauxhall Frontera and Fiat Grande Panda, have fostered a improvement of market share in the B segment, supported by increased production. Net revenues increased by 4% compared to the same period last year. Market share in the EU30 fell to 15,4%, due to market declines in France and Italy, where Stellantis has greater exposure, and a moderately lower market share in the LCV segment. Outside of North America and Greater Europe, Stellantis achieved solid business results. Aggregate sales grew by 6% compared to the previous year, led by the Middle East and Africa, partially offset by South America.
Stellantis confirms its guidance for the second quarter.
Stellantis confirmed its guidance for the second half of the year. At the end of the first half of the year, the company reintroduced its 2025 guidance, which had been suspended in April due to the tariff chaos. As confirmed today, the company "reiterates its financial guidance for the second half of 2025, which calls for improved net revenues, adjusted operating profit (AOI) margin, and industrial net cash flow." Specifically, revenues are expected to increase compared to the first half of the year, the AOI margin is expected to be low single digits, and industrial free cash flow is expected to improve compared to the first half of the year.
Maserati's revenues and deliveries decline
In the third quarter Maserati's revenues, part of the Stellantis group, amounted to 188 million euros, down from 195 million in the same period last year. In the first nine months of the year, they stood at 557 million, compared to 826 million in the same period of 2024. Furthermore, as anticipated on October 10, deliveries for the quarter dropped to 1.800 units (from 2.100 units), those for the nine months fell to 5.900 units (from 8.600 units). "Deliveries decreased by 14%, due to a significant reduction in the backlog. Net revenues decreased by 4%, primarily due to lower shipment volumes and unfavorable currency translation effects, partially offset by a higher mix," the statement reads.
