Stellantis N.V.: Stellantis Reports Q1 2026 Estimated Consolidated Shipments of 1.4 Million Units, +12% y-o-y

Stellantis Reports Q1 2026 Estimated Consolidated Shipments of 1.4 Million Units, +12% y-o-y

• Growth in all regions, led by North America and Enlarged Europe

AMSTERDAM, April 15, 2026 - Stellantis N.V. today released its Q1 2026 estimated consolidated shipments. The term "shipments" describes the volume of vehicles delivered to dealers, distributors, or directly from the Company to retail and fleet customers, which generally drive revenue recognition.

Consolidated shipments for the three months ending March 31, 2026, were an estimated 1.4 million units, up 12% y-o-y. This increase was primarily driven by Enlarged Europe and North America, and further supported by year-over-year shipments growth in Middle East & Africa and South America.

• In North America, Q1 shipments grew by approximately 54 thousand units compared to the same period in 2025, representing a 17% y-o-y increase. This improvement reflects increased momentum in the region, with shipments of the Ram 1500 (light-duty) HEMI® V8, refreshed Jeep_- Grand Wagoneer, and the all-new Jeep_- Cherokee accounting for more than 100% of y-o-y growth, partially offset by Jeep_- Compass shipments which were lower due to the ramp-up of Jeep_- Cherokee, also produced at the Toluca plant.
• In Enlarged Europe, Q1 shipments increased by approximately 69 thousand units, up 12% y-o-y. LCV volumes were stable at approximately 135 thousand units. Passenger car volume growth was driven by new launches. FIAT, Opel/Vauxhall and Citroën brands shipments benefited from the performance of Smart Car platform nameplates (Citroën C3, C3 Aircross, Opel/Vauxhall Frontera, Fiat Grande Panda) which increased by approximately 48 thousand units, or 85% y-o-y. Leapmotor-branded vehicles gained commercial momentum, with shipments increasing by 22 thousand units to approximately 27 thousand units; supported by the success of the T03, in the BEV entry-price segment across Europe, particularly in Italy.
• In Middle East & Africa, shipments increased by approximately 11 thousand units (+11% y-o-y) mainly driven by Türkiye (+ approximately 12 thousand units). This significant improvement reflects the benefit of the normalized inventory dynamics and improving commercial performance in Türkiye, mainly due to the introduction of new Citroën and Opel Smart Cars. Algeria also contributed positively with the continued ramp-up of local production. Shipments in Gulf Cooperation Council countries decreased by more than half to approximately three thousand units.
• In South America, shipments increased by approximately eight thousand units (+4% y-o-y), driven by Brazil, where shipments rose by approximately 17 thousand units (+11% y-o-y), reflecting an improved market trend. This was partially offset by a decline in shipments in Argentina of approximately eight thousand units (-19% y-o-y) due to industry decline, and pressure from new Chinese entrants. Stellantis maintained its leadership in regional shipments as well as in its two main markets, Brazil and Argentina.

NOTES

⁽¹⁾ Consolidated shipments only include shipments by Company's consolidated subsidiaries, which represent new vehicles invoiced to third party (dealers/importers or final customers). Consolidated shipment volumes for Q1 2026 presented here are unaudited and may be adjusted.
With effect from January 1, 2026, our Maserati reportable segment has been eliminated and its shipments are reported consistently with our other brands in that transactions are treated on a "where sold" basis. Comparative information has been restated.
Consolidated shipments include shipments for Leapmotor International, which is a jointly established, Stellantis-controlled company created in 2024 and owned 51 percent by Stellantis and 49 percent by Leapmotor, to distribute Leapmotor-branded vehicles outside of China.

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About Stellantis

Stellantis N.V. (NYSE: STLA / Euronext Milan: STLAM / Euronext Paris: STLAP) is a leading global automaker, dedicated to giving its customers the freedom to choose the way they move, embracing the latest technologies and creating value for all its stakeholders. Its unique portfolio of iconic and innovative brands includes Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, FIAT, Jeep_- , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. For more information, visit www.stellantis.com

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For more information, contact: [e-mail] Fernão SILVEIRA [phone] - [e-mail] [e-mail] www.stellantis.com

Stellantis Forward-Looking Statements

This document, in particular references to "FY 2026 Financial Guidance", contains forward looking statements. In particular, statements regarding future financial performance and the Company's expectations as to the achievement of certain targeted metrics, including revenues, industrial free cash flows, vehicle shipments, capital investments, research and development costs and other expenses at any future date or for any future period are forward-looking statements. These statements may include terms such as "may", "will", "expect", "could", "should", "intend", "estimate", "anticipate", "believe", "remain", "on track", "design", "target", "objective", "goal", "forecast", "projection", "outlook", "prospects", "plan", or similar terms. Forward-looking statements are not guarantees of future performance. Rather, they are based on the Company's current state of knowledge, future expectations and projections about future events and are by their nature, subject to inherent risks and uncertainties. They relate to events and depend on circumstances that may or may not occur or exist in the future and, as such, undue reliance should not be placed on them.

Actual results may differ materially from those expressed in forward-looking statements as a result of a variety of factors, including: the Company's ability to maintain vehicle shipment volumes; changes in the global financial markets, general economic environment and changes in demand for automotive products, which is subject to cyclicality; changes in trade policy, the imposition of global and regional tariffs targeted to the automotive industry; the Company's ability to accurately predict the market demand for electrified vehicles; the Company's ability to offer innovative, attractive products; a significant malfunction, disruption or security breach compromising information technology systems or the electronic control systems contained in the Company's vehicles; the Company's ability to attract and retain experienced management and employees; exchange rate fluctuations, interest rate changes, credit risk and other market risks; increases in costs, disruptions of supply or shortages of raw materials, parts, components and systems used in the Company's vehicles; changes in local economic and political conditions; the enactment of tax reforms or other changes in tax laws and regulations; the level of governmental economic incentives available to support the adoption of battery electric vehicles; the impact of increasingly stringent regulations regarding fuel efficiency and greenhouse gas and tailpipe emissions; various types of claims, lawsuits, governmental investigations and other contingencies, including product liability and warranty claims and environmental claims, investigations and lawsuits; material operating expenditures in relation to compliance with environmental, health and safety regulations; the level of competition in the automotive industry, which may increase due to consolidation and new entrants; exposure to shortfalls in the funding of the Company's defined benefit pension plans; the Company's ability to provide or arrange for access to adequate financing for dealers and retail customers; risks related to the operations of financial services companies; the Company's ability to access funding to execute its business plan; the Company's ability to realize anticipated benefits from joint venture arrangements; disruptions arising from political, social and economic instability; risks associated with the Company's relationships with employees, dealers and suppliers; the Company's ability to maintain effective internal controls over financial reporting; developments in labor and industrial relations and developments in applicable labor laws; earthquakes or other disasters; and other risks and uncertainties.

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