Tesla Report About 384,000 vehicles were delivered in the second quarter, down 14% from the same period last year, and a continuous decline in the second quarter. The stock rose about 4% on Wednesday.
The electric vehicle maker reported 443,956 delivery and production of 410,831 vehicles in the same period last year.
Here are the key numbers:
- Total delivery Q2 2025: 384,122 vehicles
- Total production Q2 2025: 410,244 vehicles
Wall Street analysts expect Tesla to report delivery of about 387,000 people.
deliver First quarter A year ago, the year 2025 fell 13% to 336,681. Delivery is the closest approximation of vehicle sales reported by Tesla, but is not exactly defined in the company’s shareholder communications.
The Austin, Texas-based electric vehicle manufacturer is not selling and producing by model or region. However, the company said it produced 396,835 of the most popular Model 3 and Y carsthere were 373,728 co-deliveries for these models in the second quarter.
Many investors have low expectations for prints.
An independent researcher published on Patreon as Troy Teslike, and expected delivery to be 356,000 for the quarter. Forecast Market Kalshi told CNBC on Tuesday that its traders predicted delivery to be around 364,000.
Gene Munster of Deepwater Asset Management said the report is 4% higher than the “whisper” numbers in social media platforms’ posts x. He expects the second-quarter decline to mark Tesla’s bottom.
Tesla faces competition attacks, especially from Chinese electric car manufacturers that sell updated, more affordable models. In the first quarter, Tesla partially accused its car sales of falling, and these customers delayed orders so they could get a refreshed version of the Y Model Y SUV, which started shipping in March.
There is also a strong political opposition to the CEO Elon Muskwith the wave of protests against Tesla, is weighing the company’s reputation and impacting sales.
Musk is President Donald Trump The biggest financial supporter in the general election last year and endorsed Germany’s far-right anti-immigrant party AFD. He led the Trump Administration Department of Administration Efficiency (DOGE) initiative to reduce the size and capacity of federal agencies, including regulators responsible for overseeing their companies. Musk’s official role in the Governor ends in May.
Tesla shared last month
His relationship with Trump quickly began to deteriorate, and over the weekend, Musk reignited the dispute and slammed dozens of dollars Tax and expenditure packages With the support of the president, a third party is called for.
Some aspects of the bill could damage Tesla’s solar and battery business and by 2035 according to Think tank energy innovation.
Meanwhile, Trump threatened to terminate other subsidies that benefit Musk’s business, including Tesla, aerospace and defense company SpaceX. He even threatened to expel Moke, a naturalized American citizen.
Also in Wednesday’s announcement, Tesla reported delivery of 10,394 other models in the second quarter, including its Steel Plug Hotel. Angular Pickup has been recalled eight times since Tesla started shipping in November 2023.
The company also reported that it produced 410,244 cars in the three months ended June, including 396,835 of the most popular, inexpensive models Y SUV and Model 3 sedan.
Tesla’s shares fell more than 5% on Tuesday to close at $300.71, down about 26% this year, the worst performance among technology giants. The move puts the company’s market value below $1 trillion.
The company will discuss second-quarter financial results with investors after the market closes on Wednesday, July 23, 2025.
watch: Tesla’s independent industry is much bigger than any dispute with the president
– Samantha Subin of CNBC contributed the report
