BIT$STLA

Stellantis NV · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Stellantis NV reported improved Q1 2026 financial results with a return to profitability.

Stellantis reported Q1 2026 net revenues of €38.1 billion, up 6% year-over-year, driven by volume growth across regions. The company returned to net profit of €377 million from a loss in the prior year, with adjusted operating income reaching €960 million at a 2.5% margin. Industrial free cash flow improved but remained negative at €1.9 billion due to seasonality.

  • Net revenues €38.1B (+6% YoY) on 1.361M consolidated shipments (+12% YoY)
  • Net profit €377M vs. loss of €387M in Q1 2025; diluted EPS €0.14
  • Adjusted operating income €960M (2.5% margin, +160 bps YoY)
  • 2026 guidance confirmed: mid-single digit revenue growth, low-single digit AOI margin, improved FCF

Headline financials

Total Revenue

€43.8B

No prior period
EPS (adj)

€0.21

No prior period
Consolidated Shipments

1.4M

No prior period
Combined Shipments

1.4M

No prior period
Net Income

€433M

No prior period
Operating Income

€1.1B

No prior period

Revenue & EPS history

Stellantis · Revenue · Quarterly

€43.8B

Q1 2026
Beat estimate in 0 of 7 quarters(0%)
ActualEstimate

Forward guidance

FY 2026 guidance confirmed for mid-single digit % net revenue increase, low-single digit AOI margin, and improved industrial free cash flows YoY (including ~€2B cash payments related to prior charges); positive FCF expected in 2027.

Tailwinds

  • Volume growth and new product launches expected to drive momentum
  • Most regions showing positive operating performance

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.7%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+3.7%

Avg return

30 days after

68%

21 / 31 earnings

Positive

+17.1%

Q4 2013

Best reaction

-9.5%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q3 2024-9.5%-12.4%-4.9%
Q4 2024+3.4%+2.1%+13.9%
Q2 2023+7.2%+5.0%-5.2%
Q4 2022-2.3%+0.7%+7.5%
Q2 2022+4.4%+5.2%-2.8%
Q4 2021-0.6%-6.4%-13.8%
Q2 2021+1.4%+4.1%-0.0%
Q4 2020+1.1%+6.2%+8.3%
Q3 2020+0.6%+2.1%+1.1%
Q2 2020+0.7%+6.2%+6.8%
Q4 2019+2.4%+1.0%+26.4%
Q1 2020-2.2%-3.7%+23.5%
Q2 2019+0.2%-0.1%+1.3%
Q4 2018+1.1%+0.3%-2.0%
Q3 2018-3.9%+1.0%+5.4%
Q2 2018-7.1%-3.7%-7.1%
Q4 2017-1.7%-2.5%-8.2%
Q3 2017+1.1%+1.5%+3.0%
Q2 2017+1.3%+1.1%+24.0%
Q4 2016-0.3%+1.4%-0.8%
Q2 2016+2.0%+3.8%+1.4%
Q4 2015+9.6%
Q2 2015+0.9%
Q4 2014-1.9%
Q2 2014+1.7%
Q4 2013+17.1%
Q2 2013
Q4 2012+3.6%
Q2 2012-1.8%
Q4 2011+6.4%
Q2 2011+8.7%
Q4 2010+8.0%
Q2 2010

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