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Tesla has released its 4th quarter and 2025 vehicle delivery data. It was strange a few days ago that the company released consensus Wall Street analyst estimates of its coming 2025 delivery numbers. I questioned why Tesla would start doing so, and wondered if it was to try to get ahead of disappointing sales and head off higher expectations. Bloomberg was apparently expecting around 441,000 deliveries in the 4th quarter, whereas the consensus estimate from the 20 Wall St. analysts was 422,850 deliveries. Perhaps that was the right theory, because Tesla’s sales did end up similar to the consensus estimate, even a bit below it.
As it turns out, Tesla had 418,227 global deliveries in the 4th quarter. That’s down 15.6% compared to the 4th quarter of 2024, and down 13.7% from the 4th quarter of 2023.
(Note: Interactive versions of the charts in this article are included on the bottom of the article.)
Looking at the year as a whole, Tesla sales were down 8.54% in 2025 compared to 2024. Worse, compared to 2023, Tesla’s vehicle deliveries were down 9.54% — or 10% rounding up.
Splitting things up by model groups, the more expensive Model S, Model X, and Cybertruck are negligent in their impact, but they haven’t been doing well themselves. The bigger concern would be Model 3 and Model Y sales. Combined, they dropped 13.85% in the 4th quarter of 2025 compared to the 4th quarter of 2024. Across the full year, their sales were down 6.97% compared to 2024 and 8.88% compared to 2023.
Splitting out sales by specific model requires some estimating for now, since Tesla only groups is sales figures. Below are a chart and graph showing model estimates.
I’ll wrap up with cumulative sales charts for these electric vehicles. The fleet growth is not as solid as it once was, but Tesla’s cumulative sales came to 8,882,921 at the end of 2025. The Model Y and Model 3 combined for 8,078,216 of those.
What will 2026 bring?
Here are the interactive versions of the charts and graphs above (and one more):
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