""This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026," Ives wrote."
""Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company's consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the..." — TESLARATI (@Teslarati) January 2, 2026"
Tesla produced 434,358 vehicles and delivered 418,227 in Q4 2025, with full-year production of 1,654,667 and deliveries of 1,636,129. Company consensus compiled on its website set year expectations at 1,640,752, leaving actual deliveries roughly 4,000 units short. Energy deployments reached 46.7 GWh for the year. Quarterly deliveries were slightly below company consensus but exceeded lower whisper estimates. The loss of the $7,500 U.S. tax credit and persistent headwinds in Europe represent challenges to near-term vehicle growth. Continued investments in AI, Robotaxi and Cybercab development, and energy businesses position the company to pursue stronger growth in 2026.
Read at TESLARATI
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