Stellantis reports flat U.S. sales and Stellantis stock gains 1.02 percent

Published on 10/05/2026 at 14:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Ram sales rose 29 percent while Jeep sales fell 20 percent in Q3. Stellantis stock traded at EUR 3.95 on October 5, 2026 versus EUR 3.91.

Pop-Art-Comic eines generischen unmarkierten roten Sportwagens auf einer Küstenstraße, Stellantis N.V — Stellantis N.V. (NL00150001Q9) erscheint als Pop-Art-Comic mit einem generischen unmarkierten Sportwagen auf Küstenstraße, Illustration mit AI erstellt.

Stellantis (ISIN NL00150001Q9) reported 324,277 U.S. vehicle sales in the third quarter of 2026, effectively steady from the year-earlier period, while Stellantis stock was trading at EUR 3.95 at Lang & Schwarz on October 5, 2026 at 2:16 p.m. CEST, up 1.02 percent versus the EUR 3.91 prior close. The sales split puts the company's recovery under a sharper test as Ram gains momentum but Jeep remains under pressure.

Ram growth meets Jeep weakness

According to Stellantis on October 1, 2026, total U.S. sales were up 3 percent year to date through the first three quarters, reaching 958,463 vehicles. The quarterly headline concealed a sharp brand contrast: Ram sales increased 29 percent to 134,072 vehicles, while Jeep sales fell 20 percent to 128,542.

The mix matters because Ram's 73 percent increase in 1500 sales and a 34 percent rise in total pickup sales supplied the main growth engine. Jeep's decline included a 62 percent drop in Compass deliveries and a 30 percent fall in Grand Cherokee sales, leaving the broader portfolio dependent on a narrower set of successful models.

Revenue improves before margins do

The second-quarter recovery was visible in the income statement. ClubAlfa reported that revenue rose 13 percent to EUR 43.5 billion in the second quarter of 2026, while adjusted operating margin improved to 1.80 percent from 0.60 percent a year earlier. Industrial free cash flow reached EUR 1.0 billion in the quarter, although first-half free cash flow remained negative at EUR 921.0 million.

That combination explains the market's caution. Revenue growth is measurable, but a 1.80 percent adjusted operating margin leaves less room for production interruptions, product launches and restructuring costs than Stellantis' longer-term targets imply. Berenberg also cut its rating from Buy to Hold and lowered its price target from EUR 7.80 to EUR 5.10, according to ClubAlfa.

Next report is October 28

Stellantis lists its third-quarter 2026 financial results for October 28, 2026. That report will show whether the Ram-led U.S. sales improvement can broaden into stronger group profitability, rather than remaining concentrated in a single brand.

Stock trades at EUR 3.95

At Lang & Schwarz, Stellantis stock was trading at EUR 3.95 on October 5, 2026 at 2:16 p.m. CEST, up 1.02 percent versus the EUR 3.91 prior close. The company had a market capitalization of USD 12.7 billion as of October 2, 2026, while its primary listing is on the NYSE under ticker STLA. The further course of trading is shown by the continuously updated real-time quote of Stellantis stock.