Stellantis (Stellantis (STLA)) just gave investors something to smile about. The automaker reported estimated second-quarter consolidated shipments of 1.6 million vehicles on Monday, up 10% from a year earlier. The growth was powered by strong demand in North America and Europe, where new vehicle launches are clearly resonating with buyers.
Investors responded positively to the update. Following the announcement, Stellantis shares gained 1.09% in premarket trading, hitting $5.565.
Vehicle shipments — which represent deliveries to dealers, distributors, and fleet or retail customers — totaled about 1.597 million units for the quarter ended June 30, compared with 1.447 million units a year earlier.
North America Leads Growth
North America was the standout performer, with shipments rising 38% year over year to about 445,000 units. The company credited the launch and refresh of several popular models, including the Ram 1500 HEMI V8, Ram 1500 TRX SRT, Jeep Grand Wagoneer, Jeep Grand Cherokee, Chrysler Pacifica, Jeep Cherokee, and Dodge Charger SIXPACK.
In Enlarged Europe, shipments increased 5% to about 762,000 units. Growth was supported by higher battery electric vehicle deliveries, new Stellantis models, and stronger demand for Leapmotor vehicles.
Regional Weakness Offsets Some Gains
Not every region was firing on all cylinders. Shipments in the Middle East and Africa fell 3% because of the regional conflict, while South America shipments declined 3%, reflecting weaker demand in Argentina despite growth in Brazil. Asia Pacific shipments were unchanged at 16,000 units.
The company also noted that Maserati is no longer reported as a separate segment beginning Jan. 1, 2026. Its shipments are now included with other Stellantis brands on a “where sold” basis, and prior-period figures have been restated. Consolidated shipments also include Leapmotor International, the Stellantis-controlled joint venture that distributes Leapmotor vehicles outside China.
Overall, it's a solid quarter for Stellantis, and the market seems to agree.
