Stellantis reported operating income more than tripled year-on-year for the second quarter of 2026, driven by strong revenue growth in North America.
The automaker’s July 30 report shows adjusted operating income for the April to June period was 773 million euros ($882 million) compared to just 213 million euros for the same period in 2025.
The group’s net revenues for Q2 2026 increased to 43.5 billion euros, up 13% YoY, with North America up 32% and South America up 6%. Enlarged Europe was flat while both the Middle East & Africa and Asia Pacific regions were down.
Net profit reached 300 million euros in the quarter, reflecting higher volumes and further improvement of operating performance, the company said in its statement.
“We improved performance across our key financial metrics with net revenues, AOI and industrial free cash flows all showing significant gains,” said Stellantis CEO Antonio Filosa. “With implementation of our FaSTLAne 2030 strategy well underway and this year’s exciting new product launches on time and on track, we remain confident of delivering our 2026 financial guidance.”
North American vehicle sales increased 6% YoY, achieving a fourth consecutive quarter of YoY growth. In other regions, sales declined by 1% in Canada but were up 17% in Mexico or by 19% when including sales by the group’s Leapmotor joint venture.
Notable Stellantis successes included retail sales of the Jeep Grand Wagoneer (up 43%); Ram 1500 (up 9%); Dodge Durango (up 9%); and Chrysler Pacifica (up 7%).
Meanwhile, YoY sales in enlarged Europe increased, driven primarily by Smart Car (up 3%), or by 7% when factoring Leapmotor brand sales.
Including Leapmotor, South American sales were down by 1%; the Middle East & Africa fell 6%; and the Asia Pacific region recorded a drop of 22% versus Q2 2025, driven primarily by declines of the Peugeot 408.
Stellantis warned that its performance in the second half of 2026 is expected to be impacted by the usual summer production shutdowns in Q3, with performance weighted towards Q4.
