- Tesla reported a record 497,099 vehicle deliveries in the third quarter of 2025, a 7.4% increase over the previous year.
- The majority of deliveries were Model 3 and Model Y vehicles, with 481,166 units sold.
- Production for the quarter reached 447,450 vehicles, and energy storage deployments grew by 81% year-over-year to 12.5 gigawatt-hours (GWh).
- U.S. buyers accelerated purchases ahead of the federal tax credit expiration on September 30, contributing to the delivery surge.
- Competitors such as BYD and legacy automakers showed growth in electric vehicle sales, but Tesla maintained its lead.
Tesla Inc. announced that it delivered 497,099 vehicles in the third quarter of 2025, recording its best quarterly performance and a 7.4% increase from the same period last year. The uptick in sales coincided with buyers in the United States moving quickly to finalize purchases before the federal tax incentive for electric vehicles ended on September 30.
The company delivered 481,166 Model 3 and Model Y cars, according to its latest figures, while just 15,933 units of premium models—including the Cybertruck, Model S, and Model X—were sold. Production for the quarter stood at 447,450 vehicles by the end of September. In addition to vehicle output, Tesla reported deploying 12.5 gigawatt-hours (GWh) of energy storage products, an 81% year-over-year increase.
Estimates compiled by FactSet anticipated Tesla would deliver 447,600 vehicles in the quarter, while independent researcher Troy Teslike projected 481,000 units, as cited by CNBC. Tesla does not provide a regional breakdown of its sales, but stated in its official report that the vast majority of sales came from its more affordable models.
In prior quarters this year, Tesla saw deliveries fall: 384,122 in the second quarter, a 13.5% drop from last year, and 336,681 in the first quarter, representing a similar decline. The previous quarterly delivery record was in Q4 2024, with 495,570 vehicles delivered.
Tesla CEO Elon Musk is broadening the company’s focus to autonomous vehicles, Artificial Intelligence, and robotics. The board has proposed a new compensation package for Musk, valued at about $1 trillion, contingent on reaching operational targets including increases in earnings, vehicle deliveries, and advancements in robotaxi and humanoid robot programs. The package awaits shareholder approval.
Other automakers, including Ford and General Motors, recorded higher U.S. electric vehicle sales in the third quarter, but remained behind Tesla. Chinese rival BYD reported 582,522 electric passenger vehicle sales during the same period. Tesla shares gained 3% in pre-market trading and have risen 14% year-to-date, with an 85% gain over the last twelve months.
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