Stellantis Shipments Grow 10% Driven by Strong North American Vehicle Demand

Stellantis N.V. reported a 10% increase in global vehicle shipments for the second quarter of 2026, reaching an estimated 1.6 million units. The company, which defines shipments as vehicles delivered to dealers, distributors, or directly to retail and fleet customers, attributed this growth primarily to strong demand and new product launches in North America.

North American Growth and Product Strategy

North America served as the primary engine for the automaker’s global performance, with shipments rising 38% compared to the same period in 2025. This equates to approximately 122,000 additional units.

The company stated that this surge was driven by a mix of new and refreshed products, as well as updated powertrain offerings. Key models contributing to the volume increase include:

The Ram 1500 (light-duty) HEMI® V8 and the new Ram 1500 TRX SRT.
The refreshed Jeep® Grand Wagoneer and Grand Cherokee.
The refreshed Chrysler Pacifica.
The ongoing production ramp-up of the all-new Jeep® Cherokee and the all-new Dodge Charger (two-door and four-door SIXPACK).

The North American shipment figures also account for strategic preparations for a planned summer production shutdown.

Regional Performance and Market Dynamics

While North America saw significant gains, results across other global regions were mixed:

Stellantis' shipments jump 13%, led by North America rebound | REUTERS

Enlarged Europe: Shipments rose by 5%, or approximately 39,000 vehicles. This growth was supported by higher industry volumes and recent product launches, including the Citroën C3 and C3 Aircross, Opel/Vauxhall Frontera, and Fiat Grande Panda. Additionally, Leapmotor-branded vehicle shipments in Europe increased by roughly 25,000 units to a total of 33,000, driven by demand for the T03 and B10 models.
Middle East & Africa: Shipments declined by 3% (approximately 4,000 units), a result the company linked to the ongoing regional conflict. While Algeria saw growth due to the ramp-up of the Fiat Doblo, these gains were offset by weaker market conditions in Türkiye and a 50% decline in shipments to Gulf Cooperation Council countries.
South America: Shipments fell 3% (approximately 7,000 units). Performance in Brazil was positive, with an increase of 21,000 units, but this was outweighed by a 25,000-unit decline in Argentina, where a weaker market weighed on overall performance.
Asia Pacific: Shipments remained flat year-over-year at 16,000 units.

Operational Milestones in Mexico

Stellantis Mexico reported a record-setting quarter, achieving its best second-quarter and June sales results in company history. The subsidiary moved 24,086 vehicles during the quarter, a 19% increase over the same period in 2025. This performance marks nine consecutive months of sales growth for the region.

Ram led the Mexican market performance with 11,698 units sold, a 30% improvement over the second quarter of 2025. The Ram 1200 saw a 94% increase in sales, while the Ram 700 grew by 10%. Other brands also reported notable results in Mexico, with Dodge sales climbing 55%—largely fueled by the Attitude R/T—and the brand-new Leapmotor B10 recording 504 sales in its debut month.

Strategic Context and Definitions

The reported shipment volumes are unaudited and reflect the company’s consolidated subsidiaries, representing vehicles invoiced to third parties. Following a policy change effective January 1, 2026, the Maserati reportable segment has been eliminated, with its shipments now reported on a “where sold” basis consistent with the company’s other brands.

Stellantis continues to manage its portfolio through a joint venture with Chinese EV maker Leapmotor, which is 51% owned by Stellantis. This partnership is designed to produce and distribute Leapmotor-branded vehicles outside of China, a strategy that contributed to the company’s European and Mexican growth in the second quarter.

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