AUSTIN, TEXAS - DECEMBER 13: A Tesla dealership is seen connected December 13, 2023 successful Austin, Texas. Tesla is recalling astir each vehicles sold successful the US aft a adjacent two-year probe by the National Highway Traffic Safety Administration recovered a defect successful the Autopilot system. (Photo by Brandon Bell/Getty Images)
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Tesla posted its fourth-quarter 2025 conveyance production and deliveries report connected Friday. Shares climbed astir 1% aft the numbers were released.
Here are the cardinal numbers:
- Total Q4 deliveries: 418,227
- Total Q4 production: 434,358
- Total 2025 deliveries: 1.64 million
- Total 2025 production: 1.65 million
Wall Street expected 426,000 deliveries for the quarter, according to estimates compiled by StreetAccount.
In a company-compiled statement posted to its website connected Dec. 29, Tesla said analysts it surveyed were expecting a 15% driblet from a twelvemonth earlier to 422,850 vehicles for the quarter.
Deliveries for Q4 2025 were astir 16% little than the 4th fourth of 2024, erstwhile Elon Musk's EV institution reported 495,570. Q4 2025 numbers for accumulation were down 5.5% from a twelvemonth ago, erstwhile Tesla produced 459,445 vehicles.
Tesla faces heightened contention successful the electrical conveyance marketplace from China's BYD, South Korea's Kia and Hyundai, and Volkswagen successful Europe.
Deliveries are the closest approximation of income reported by Tesla, but are not precisely defined successful the company's shareholder communications.
For the afloat year, Tesla's deliveries fell 8.6% to 1.64 cardinal from 1.79 cardinal successful 2024. It's the 2nd consecutive yearly decline.
In its vigor business, Tesla said that it deployed 14.2 gigawatt hours of artillery vigor retention products successful the 4th quarter, pursuing a grounds successful the anterior period, erstwhile it deployed 12.5 GWh.
Tesla's artillery vigor retention systems see backup batteries for homes and larger systems utilized alongside information centers and utilities.
Tesla volition study its fourth-quarter fiscal results connected Jan. 28.
Sales of Tesla's cars were impacted by President Donald Trump's determination to extremity a national EV inducement by Sept. 30, earlier than antecedently planned. The expiration pulled immoderate EV income guardant to the 3rd 4th for Tesla and different automakers.
Even earlier that, the commencement of 2025 was a conflict for Tesla.
After spending heavy to propel Trump backmost to the White House, Musk spent the archetypal 4th of the twelvemonth starring the president's DOGE inaugural to slash the national workforce.
Musk besides endorsed Germany's extremist anti-immigrant party, AfD, and aboriginal supported British anti-Muslim and anti-immigration activistic Tommy Robinson. In caller weeks, Musk has called to abolish the European Union.
Partly successful effect to Musk's incendiary rhetoric, Tesla has faced an enduring user backlash successful Europe and the U.S. The institution hasn't afloat recovered contempt introducing a new, much affordable mentation of its Model Y SUV successful October.
However, Tesla shares inactive rallied successful the 2nd fractional of the year, jumping 40% successful the 3rd quarter, reaching a caller record successful mid-December. Musk bought $1 billion worthy of shares successful September.
Shareholders approved a new $1 trillion wage plan for Musk successful November that volition springiness the CEO much shares and accrued power implicit the company. The ballot came aft Musk threatened to perchance permission Tesla if the program didn't pass.
Critics voiced concerns that the program doesn't necessitate Musk to walk a minimum magnitude of clip connected his Tesla work, and that determination are nary limits connected his governmental activity.
While Tesla doesn't interruption retired deliveries geographically, information from the European Automobile Manufacturers' Association (ACEA) showed that the institution mislaid marketplace stock successful the portion successful 2025.
Tesla's European registrations fell 39% successful the archetypal 11 months of 2025, portion Chinese rival BYD saw registrations emergence 240% successful Europe. Overall, artillery electrical vehicles were much wide embraced successful Europe successful 2025, amounting to astir 16% of each caller vehicles sold there.
Some analysts task that income of Tesla's much affordable Model Y standard, which the institution launched successful October, volition assistance the institution regain crushed successful coming quarters.
In a enactment past week, analysts astatine Cannacord Genuity wrote that EV adoption "is rising rapidly successful emerging markets specified arsenic Thailand, Vietnam, and Brazil, wherever robust user involvement could make meaningful semipermanent upside for Tesla, adjacent arsenic it faces fierce rivalry from Chinese automakers."
Besides BYD, Tesla present faces contention from different Chinese EV makers including Xiaomi and Geely.
But Tesla is selling investors connected Musk's imaginativeness of the future, oregon what helium calls "sustainable abundance," much than EV sales. That imaginativeness includes robotaxis, which Musk has promised for years, and humanoid robots, which helium says volition someday beryllium capable to service arsenic mill workers, babysitters, transgression stoppers and surgeons.
WATCH: Tesla volition person to crook implicit backwards to support stock terms up
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