"Tesla announced its fourth-quarter and full-year 2025 sales on Friday, reporting a larger-than-expected decline as it now faces a new reality of intensifying competition and no tax credits to boost demand. The automaker reported 418,227 global deliveries in the final quarter of last year, a 15.6% year-over-year drop. The Model Y and Model 3 continued to be the bread-and-butter products for the company, accounting for 406,585 deliveries in the fourth quarter."
"Its annual sales fell from 1.78 million in 2024 to 1.63 million last year, marking an 8.5% drop and a second straight year of declining sales. Tesla sales peaked in 2023 with over 1.8 million deliveries, but the automaker has since struggled to keep that momentum going amid its pivot to AI and robotics and a stale model line-up. Q4 2025 results Production Deliveries Model Y/3 422,652 406,585 Cybertruck, Model X/Model S 11,706 11,642 Total 434,358 418,227"
"Tesla doesn't report region-specific sales, but these numbers were also hurt by the end of the $7,500 federal tax credit in the U.S. and heavily revised fuel economy rules that now favor combustion engine models over EVs. Deliveries of other models, which include the Cybertruck, Model X and the Model S, also more than halved in the fourth quarter. Tesla sold only 11,642 units of these three EVs in Q4 of last year, representing just about 2.8% of its global deliveries during that period."
Tesla reported 418,227 global deliveries in Q4 2025, a 15.6% year-over-year decline. Model Y and Model 3 accounted for 406,585 deliveries in the quarter, representing the vast majority of sales. Annual deliveries fell from 1.78 million in 2024 to 1.63 million, an 8.5% drop and a second consecutive year of declines. Q4 production totaled 434,358 with 418,227 deliveries. Deliveries of the Cybertruck, Model X and Model S more than halved, totaling only 11,642 in Q4 and about 2.8% of global deliveries. The end of the $7,500 U.S. tax credit, revised fuel-economy rules favoring combustion engines, intensified competition and a stale model lineup contributed to weaker demand, while BYD surpassed Tesla as the largest EV maker.
Read at insideevs.com
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