Stellantis reports improved Q3 results as revenues rise to €37.6bn

Stellantis has reported a 1% increase in net revenues to €37.6bn for the third quarter of 2026, alongside a significant reduction in losses as the automotive manufacturer continues to implement its FaSTLAne 2030 strategy.

The group recorded a net loss of €453m, compared with a €4.53bn loss in the same period last year, representing a 90% improvement. Adjusted operating income increased to €256m from €90m, with the adjusted operating margin rising to 0.7% from 0.2%.

Industrial free cash flow remained negative at €4bn, although this represented a €295m improvement year-on-year. Industrial available liquidity stood at €42.7bn at the end of September.

Stellantis reported a 3% increase in revenues in Enlarged Europe, supported by higher vehicle volumes, while South American revenues also grew by 3%.

North American revenues declined by 3%, reflecting planned production downtime, while the Middle East and Africa and Asia Pacific regions recorded falls of 19% and 7% respectively.

In Europe, Stellantis recorded a 65% increase in battery electric passenger car sales, while electric light commercial vehicle sales rose by 46%.

The manufacturer maintained its leading position in the EU30 light commercial vehicle market, with a 26.9% market share, although this was 1.1 percentage points lower than a year earlier.

Stellantis has reaffirmed its full-year financial guidance, forecasting mid-single-digit revenue growth and an improvement in industrial free cash flow compared with 2025.

The group also expects to return to positive industrial free cash flow in 2027.

“During the quarter, we continued to make progress in the early execution of our FaSTLAne 2030 plan, launching new products, accelerating partnerships as planned, and delivering meaningful improvements in manufacturing and quality.

“At the same time, our Value Creation Program has ramped up rapidly, with positive contributions being recognized in the quarter, and we remain on track to implement at least 40% of the total €6 billion in run-rate efficiencies by the end of this year.”

The company expects further savings from its Value Creation Program during the fourth quarter, alongside higher vehicle shipments and continued efforts to align production with demand.