The Tesla vehicle is parked outside the dealership on July 24, 2025 in Austin, Texas.
Brandon Bell | Getty Images
Tesla 497,099 quarterly vehicle delivery was reported for the period ended September 30th.
This is the important number:
Total delivery Q3 2025: 497,099 Total production Q3 2025: 447,450
Following the report, the stock rose above 1%. Tesla plans to update investors on its third quarter financial results on October 22nd.
Deliveries increased 7% year-on-year when the company reported a total of 462,890 deliveries. Tesla saw a decline in production this quarter compared to the 469,796 vehicles produced in the third quarter of 2024.
The Elon Musk-led company was planning to report about 447,600 delivery, according to estimates compiled by Factset. During the same period a year ago, Tesla reported 462,890 deliveries and production of 469,796 vehicles.
An independent researcher publishing on Patreon as Troy Teslike predicted 481,000 deliveries for the quarter. Tesla distributed a consensus compiled by the company on September 26, saying analysts expect 443,079 deliveries.
The company does not destroy sales and production by model or region. However, Tesla said it produced 435,826 of its most popular Model 3 and Model Y cars. Delivery is the closest approximation of vehicle sales reported by Tesla, but is not accurately defined in our shareholder communications.
Tesla’s third quarter was hampered by a continued poor sales in Europe by consumer backlash against Musk and his jammed Cen’s political rhetoric and activities, as well as competition with EV manufacturers such as Volkswagen and BYD, which are gaining market share.
The slowdown in Europe was partially offset in the US, and it ended in July as part of President Donald Trump’s spending bills as buyers were in a hurry to buy EVs ahead of the expiration of the federal tax credit.
Earlier this week, Ford said sales of all-electric vehicles rose 30.2% over the period, marking fresh quarterly records of over 30,600 units, far behind Tesla.
Tesla’s stock shot 40% in the third quarter, and after the brutal first three months of 2025, it’s a positive year. As of the end of Wednesday, the stock price has risen 14% this year, compared to NASDAQ’s 18% profit.
In the second quarter, Tesla reported 384,122 deliveries, a 14% decline from the previous year, and a second quarter decline.
In Tesla’s energy business, the company said it has deployed 12.5 GWH storage products, including Megapack, a backup battery that stores energy along with corporate and utility-scale facilities, and the new Megablock system.
Musk’s Xai was a major buyer of Tesla’s battery energy storage system in the recent quarter.
Tesla megapacks generally store electricity produced by renewable energy sources such as wind turbines and solar panels for later use. It also stores electricity produced during low demand periods used during peak periods, covering some of the costs.
The company said it deployed 9.6 GWH energy storage products in the second quarter of 2025 and 6.9 GWH energy storage products in the third quarter of last year.
Watch: Ending the US EV Tax Credit is a long-term victory for Tesla
