Tesla Q2 2025 Production and Delivery Results: Key Takeaways

jul 11,2025,By LAN

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   Tesla produced 410,244 vehicles in Q2 2025, with 384,122 deliveries worldwide. While showing 14% quarterly growth, deliveries fell 13% year-over-year.

1. Production & Delivery Breakdown

Q1 2025 Production Deliveries Subject to operating lease accounting
Model 3/Y 345,454 323,800 4%
Other Models 17,161 12,881 7%
Total 362,615 336,681 4%
Title
Q2 2025 Production Deliveries Subject to operating lease accounting
Model 3/Y 396,835 373,728 2%
Other Models 13,409 10,394 7%
Total 410,244 384,122 2%
Category Q2 2025 QoQ Change YoY Change
Total Production 410,244 +13% ~0%
Model 3/Y 396,835 (96.7%) +14% -12%
Other Models* 13,409 -19% -52%
*Includes Cybertruck, Model S/X

2. Key Observations

  • Model 3/Y dominance: 97% of total deliveries
  • Premium models struggle: S/X/Cybertruck deliveries halved YoY
  • Lease ratio: Stable at 2% for Model 3/Y, 7% for premium models
  • Energy storage: 9.6GWh deployed this quarter

3. Market Response & Outlook

  • 4% stock price increase despite YoY decline
  • Earnings call scheduled: July 23, 4:30 PM CT
  • Focus shifts to:
    • Refresh impact on Model S/X sales
    • Cybertruck production challenges
    • Margin pressures from ongoing price cuts
Note: Full financial results will reveal impacts from pricing, forex, and input costs.
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026
Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026

Silicone Steering Wheel Cover for Model 3 Highland 2024-2026 / Model Y Juniper 2025-2026

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