Stellantis Q3 Shipments Fall 1% as Europe Gains and North America Slides

Stellantis estimates that it shipped 1.3 million vehicles worldwide in the third quarter of 2026, 1% fewer than a year earlier. The modest global decline masks a much wider regional split: shipments rose 10% in Enlarged Europe but fell 12% in North America.

The automaker published the unaudited estimate on October 13 for the three months ended September 30. Stellantis uses “shipments” to mean vehicles invoiced by its consolidated subsidiaries to dealers, distributors, fleet customers or final customers. That makes the figure an important indicator of production and revenue activity, but it is not the same thing as registrations or retail sales.

Europe’s EV growth offset North American downtime

In North America, Stellantis said shipments declined by about 47,000 vehicles, or 12% year over year. The company attributed most of the drop to planned summer production downtime, particularly for the Jeep Grand Cherokee and Compass. Each of those nameplates was down by roughly 25,000 units from the comparable quarter.

Ram partly cushioned that decline. The company estimated Ram shipments increased by about 17,000 vehicles, citing demand for new and refreshed products and broader powertrain availability, including the HEMI V8 Ram 1500 and the new Ram 1500 TRX.

The pattern was reversed in Enlarged Europe, where shipments increased by about 54,000 vehicles, or 10%. Stellantis said battery-electric models drove much of that gain across both its own brands and Leapmotor.

Smart Car platform vehicles—including the Citroën C3 and C3 Aircross, Opel/Vauxhall Frontera and Fiat Grande Panda—added about 26,000 shipments. The Fiat 500 Hybrid contributed roughly 6,000 units and the new Jeep Compass about 5,000. Light commercial vehicles were up approximately 7,000, led by battery-electric versions.

That growth was not universal across the European portfolio. Stellantis reported a combined decline of about 28,000 shipments among several other nameplates, including the Opel Corsa and Mokka, Citroën C4, Alfa Romeo Junior and Peugeot 2008.

Leapmotor volumes more than quadrupled

Leapmotor-branded shipments outside China rose by approximately 34,000 vehicles to 44,000, supported by the B10 and B03X launches. Stellantis controls 51% of Leapmotor International, the venture formed to distribute Leapmotor vehicles beyond China, so those shipments are included in its consolidated total.

The result adds another data point to Europe’s increasingly competitive electrified-vehicle market. Volkswagen Group also recently reported stronger European EV orders and deliveries, while an ACEA market report showed rising import pressure and uneven global registration trends.

Other regions remained under pressure

• Middle East and Africa: shipments fell by about 20,000 vehicles, or 21%. Stellantis pointed primarily to Türkiye, where volumes dropped by roughly 21,000 amid weaker conditions and a transition toward local small-van production scheduled to begin in October.
• South America: shipments slipped by about 1,000 vehicles. A roughly 13,000-unit gain in Brazil was more than offset by declines elsewhere, principally an estimated 11,000-unit reduction in Argentina.
• Asia Pacific: shipments totaled about 15,000, down 6%, as weaker Japanese volume outweighed growth in India.

What the numbers do—and do not—show

The update is a volume estimate, not a full earnings report. It does not disclose regional revenue, pricing, incentives, inventory levels or profitability. Stellantis also cautioned that the figures are unaudited and may be adjusted.

Still, the regional detail shows where the company’s current product cycle is gaining traction. European shipments benefited from newer compact vehicles and battery-electric products, while North American output was constrained by planned factory downtime. The next financial report will be needed to judge whether the stronger European mix and Ram improvement were enough to offset the lower North American volume economically.

The timing also matters. Stellantis is using the 2026 Paris Motor Show to introduce a broad set of products and concepts, including the Fiat Grizzly and Grizzly Fastback. Those vehicles are not reflected in the quarter that ended September 30, so this shipment release should be read as a snapshot of the existing lineup rather than a verdict on the newest debuts.

Primary source: Stellantis Q3 2026 shipment estimate, published October 13, 2026.

Featured image: Illustrative automobile-production photo by Lenny Kuhne via Unsplash. The photo is not presented as a Stellantis facility or current model.