News/Earnings/Jan 2, 2026

Tesla Q4 2025 deliveries 418,227 as production ran ahead of sales

Tesla delivered 418,227 vehicles in Q4 2025 and produced 434,358, so inventory grew by about 16,000 units. Energy storage deployments hit a record 14.2 GWh in the quarter, and the full year reached 46.7 GWh. The full-year delivery total of 1,636,129 gives traders the base for 2026 comparisons.

  • Q4 2025 deliveries 418,227 (Model 3/Y 406,585, other models 11,642)
  • Q4 2025 production 434,358
  • FY 2025 deliveries 1,636,129; FY 2025 production 1,654,667
  • Record Q4 storage deployments of 14.2 GWh; FY 2025 46.7 GWh
TSLA around the story · hourly24 h reaction ▼ 0.23%
433.29447.44461.58Tesla Q4 2025 deliveries 418,227 as production ran ahead of sales1Dec 31Jan 2Jan 3Jan 5Jan 6
Source
Tesla IR (SEC 8-K Ex. 99.1)
Jan 2, 2026
Read the original ↗