Tesla (TSLA) Q2 vehicle deliveries report

Tesla reported Approximately 384,000 vehicles in the second quarter, a decrease of 14% one year ago and the second three -month decline. The stock increased by about 4% on Wednesday.

Electric vehicle manufacturer reported 443,956 delivery and 410,831 vehicles production in the same period last year.

Here are the key numbers:

• Total Deliveries Q2 2025: 384,122 Vehicles

• Total production Q2 2025: 410.244 Vehicles

Wall Street analysts expect Tesla to report about 387,000 delivery, according to Factset.

In the first quarter of 2025, deliveries fell by 13% compared to the previous year. Deliveries are the closest approach to vehicle sales reported by Tesla, but not fully defined in the shareholder communication of the company.

Central Austin, Texas electric vehicle manufacturer, model or region does not disrupt sales and production. However, the company said it produced the most popular 396,835. Model 3 and Model Y carsWith 373,728 combined delivery for these models in the second quarter.

Many investors had expectations to be printed.

An independent researcher who published Troy Tesike in Patreon envisaged 356,000 deliveries for the quarter. The estimation market Kalshi told CNBC that traders estimate about 364,000 deliveries on Tuesday.

Deepwater Asset Management’s Gene Munster said that the report came to the social media platform 4% above the “Whisper” number in the Post X. Tesla is waiting for the second quarter decline to mark the gold.

Tesla faces a competition attack from Chinese home manufacturers, especially selling new and more affordable models. In the first quarter, Tesla partially accused the decreasing automotive sales of customers who delayed their orders so that they can get a renewed version of the model Y SUV, which started in March.

There is also a political reaction to CEO Elon Musk, and there are waves of protest that affect the reputation and sales of the company against Tesla.

In the last year’s elections, Musk was the largest financial supporter of President Donald Trump and approved Germany’s far -right, anti -immigrant party AfD. He led the attempt to reduce the size and capacity of federal agencies, including the regulators assigned to the Trump administration’s companies. Musk’s official role with Doge ended in May.

His relationship with Trump rapidly became sour, and at the weekend, Musk hit the multipillion -dollar tax and expenditure package supported by the President and asked for a third political party.

Certain aspects of the bill can damage Tesla’s solar and battery work and possibly reduce home sales by approximately 100,000 vehicles per year by 2035. accordingly Think of tank energy innovation.

Meanwhile, Trump threatened to potentially end other subsidies of Musk, including Tesla and Aviation and Defense Company SpaceX. He even threatened to deport Musk, a naturalized US citizen.

In addition, Tesla on Wednesday, Tesla, in the second quarter, including Celik Cybertruck, including other models reported 10,394. Tesla has been recalled eight times for various hardware and software problems since it began to send it in November 2023.

The company also reported that the most popular and lower -priced model Y SUVs and model 3 sedans, which ended in June, produce 410.244 vehicles, including 396,835.

Tesla shares fell more than 5% on Tuesday, closed at $ 300.71 and fell about 26% for the year, the worst performance among Tech’s Megacap companies. The movement put the company’s market value below 1 trillion dollars.

The company will discuss financial results for the second quarter on Wednesday, July 23, 2025, after the market closes.

– Samantha Subin contributed to reporting from CNBC