economy
January 2, 2026
Tesla reports 418,227 deliveries for the fourth quarter, down 16%
Tesla's fourth-quarter deliveries report follows a steep rally in the company's stock in the last few months of 2025.
TL;DR
- Tesla's Q4 2025 vehicle deliveries were 418,227, and production was 434,358.
- Total 2025 deliveries reached 1.64 million, an 8.6% decrease from 2024.
- Model 3 and Model Y accounted for approximately 97% of Q4 deliveries.
- BYD surpassed Tesla in global EV sales for the calendar year 2025.
- Tesla's energy business deployed 14.2 GWh of battery energy storage products in Q4 2025.
- The expiration of a federal EV incentive in September 2025 impacted sales.
- Elon Musk's political endorsements and rhetoric have led to consumer backlash.
- Tesla shares rallied in the second half of 2025, with Musk purchasing $1 billion in shares.
- Shareholders approved a new pay plan for Musk in November 2025.
- Tesla lost market share in Europe in 2025, with registrations falling 39%, while BYD's rose 240%.
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