Tesla Surpasses Expectations with Nearly 500,000 Vehicle Deliveries in Q3 2025

Tesla has released its financial results for the third quarter of 2025, reporting robust performance with 497,099 vehicles delivered, surpassing analyst expectations of 447,600 vehicles, according to FactSet data.

The company also increased its production rate, manufacturing 447,450 vehicles during the same period, with a particular focus on its best-selling models. Tesla confirmed that it produced 435,826 units of the Model 3 and Model Y, noting that delivery figures are the closest estimate of sales, although they are not broken down by model or region.

Performance analysis indicates a significant improvement compared to the same quarter last year, when Tesla delivered 462,890 vehicles and produced 469,796. The results also exceeded recent analyst expectations, including those from independent researcher Troy Teslike, who had forecasted 481,000 deliveries.

This strong performance was supported by several factors, including increased demand in the U.S. market, which offset some slowdown in European markets. Consumers rushed to purchase vehicles before the federal tax credit was eliminated last July.

In a competitive landscape, Ford reported a 30.2% increase in electric vehicle sales, reaching over 30,600 units, though these figures remain behind Tesla's market share.

Positive results were also reflected in Tesla's stock performance, which surged by 40% during the third quarter, marking a significant rebound since the beginning of the year. The stock rose by 14% as of Wednesday's close.

Tesla's success was not limited to the automotive sector, as its energy division also saw substantial growth. The company announced the deployment of 12.5 GWh of storage products, up from 9.6 GWh in the second quarter, noting that the company xAI was one of the primary purchasers of these systems.