Inferra AI / Company / STLA

Stellantis N.V.

STLA · Consumer Discretionary

Last earnings Oct 28, 2026

Key results

Net revenueQ3 2026

5.9 %

2025 2,303 2,221 3.7 % Selling, general and other costs 7,088 6,395 10.8 % 6.1 % 6.0 % Selling, general and other costs as % of Net revenues 5.9 % 5.7 % Selling, general and other expenses increased for the three and nine months ended September 30, 2026 compared to the corresponding periods in 2025.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Net revenueytd

5.7 %

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Adjusted operating incomequarter

0.4 %

0.4 % (3.0) % 340 bps Adjusted operating income (loss) margin (%) 1.2 % (3.3) % 450 bps n.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

AI analysis

Q3 2026 · reported Oct 28, 2026

Based on: Earnings release (6-K exhibit) + Q3 2026 deck + parent 6-K — transcript not held

Headline figures

Metric	Q3 2026	Prior qtr	Year ago
Net revenue	5.9 %	—	—
Adjusted operating income	0.4 %	—	—

EX-99 · Oct 28, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Subsequent events 87 2 CAUTIONARY STATEMENTS CONCERNING FORWARD-LOOKING STATEMENTS Statements contained in this report, particularly those regarding possible or assumed future performance, competitive strengths, costs, dividends, reserves, our growth, industry growth and other trends and projections and estimated company earnings are forward-looking statements that contain risks and uncertainties.

Industrial net financial position is calculated as Debt plus derivative financial liabilities related to industrial activities less (i) cash and cash equivalents (ii) financial securities that are considered liquid (iii) current financial receivables from the Company or its jointly controlled financial services entities and (iv) derivative financial assets and collateral deposits.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Stellantis N.V. Q3 2026 — 2025 2,303 2,221 3.7 % Selling, general and other costs 7,088 6,395 10.8 % 6.1 % 6.0 % Selling, general and other costs as % of Net revenues 5.9 % 5.7 % Selling, general and other expenses increased f…

Based on: Earnings release (6-K exhibit) + Q3 2026 deck + parent 6-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Therefore, debt, cash and cash equivalents and other financial assets liabilities pertaining to Stellantis financial services entities are excluded from the computation of the Industrial net financial position.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Strategy & priorities

Unusual operating income (expense) are impacts from strategic decisions, as well as events considered rare or discrete and infrequent in nature, as inclusion of such items is not considered to be indicative of the Company's ongoing operating performance.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Unusual operating income (expense) includes, but may not be limited to Impacts from strategic decisions to rationalize Stellantis core operations Facility-related costs stemming from Stellantis plans to match production capacity and cost structure to market demand and Convergence and integration costs directly related to significant acquisitions or mergers.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

The timing of Industrial free cash flows may be affected by the timing of monetization of receivables, factoring, the payment of accounts payable and transactions with our consolidated and related party financial services entities, as well as changes in other components of working capital, which can vary from period to period due to, among other things, cash management initiatives and other factors, some of which may be outside of the Company s control.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Risks & headwinds

This also encompasses costs of tariffs SG A Primarily includes costs for advertising and promotional activities, purchased services, information technology costs and other costs not directly related to the development and manufacturing of Stellantis products R D Includes research and development costs, as well as amortization of capitalized development expenditures and FX and Other includes other items not mentioned above, such as used cars, parts services, sales to partners, royalties, as well as foreign currency exchange translation, transaction and hedging.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

These forward-looking statements reflect our current views with respect to future events and involve significant risks and uncertainties that could cause actual results to differ materially.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Additional factors which could cause actual results and developments to differ from those expressed or implied by the forward-looking statements are included in the section Risks and uncertainties of this Interim Report.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

What changed vs prior quarter

Net revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Adjusted operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Stellantis N.V. — Earnings release (6-K exhibit)EX-99Oct 28, 2026

Documents

Earnings deck slides

0 decks with slide view

Stellantis N.V. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Stellantis N.V. — Q3 2026 Results Presentation (Q3 2026) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 403: Forbidden).

Competitors