In the fourth quarter of 2025, Tesla delivered a total of 418,227 vehicles. This figure represents a 16% decline compared to the same period in the previous year and falls short of the market's estimated 440,907 vehicles. Meanwhile, Tesla's production volume for the quarter reached 434,358 vehicles, experiencing a 5.5% year-on-year decrease and also coming in below the projected 470,780 vehicles. On an annual basis, Tesla's deliveries amounted to 1.64 million vehicles. Although this marks an 8.6% year-on-year drop, it still exceeds the estimated 1.6 million vehicles.
