Stellantis (STLAM IM/STLAP FP) Q1 2026 estimated consolidated shipments of 1.4mln units, +12% Y/Y; Growth in all regions, led by North America and Enlarged Europe

Stellantis' Q1 2026 shipments indicate a robust 12% year-over-year growth, with particularly strong performance in North America up 17%.

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Stellantis (STLAM IM/STLAP FP) Q1 2026 estimated consolidated shipments of 1.4mln units, +12% Y/Y; Growth in all regions, led by North America and Enlarged Europe

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Hermes (RMS FP) Q1 2026 (EUR) Revenue 4.07bln (exp. 4.15bln), Sales at constant FX +5.6% (exp. +7.44%)

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By Region:

  • In North America, Q1 shipments grew by approximately 54 thousand units compared to the same period in 2025, +17% Y/Y. 
  • In Enlarged Europe, Q1 shipments increased by approximately 69 thousand units, +12% Y/Y. LCV volumes were stable at approximately 135 thousand units.
  • In Middle East & Africa, shipments increased by approximately 11 thousand units (+11% Y/Y) mainly driven by Türkiye (+ approximately 12 thousand units).
Context

This broad-based growth across regions suggests solid demand and may bolster the company's outlook, impacting both equities and the broader auto sector dynamics.

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