Important points
- Tesla delivered more than 418,000 vehicles in the fourth quarter of 2025, down about 16% from the same period last year.
- Despite the decline, Tesla shares rose slightly in early trading Friday.
Tesla stock rose about 1% early Friday after the company announced production and delivery results for the fourth quarter of 2025 were below year-ago levels.
The company reported that deliveries for the quarter were 418,227 units and production was 434,358 units, a decrease of approximately 16% year-on-year and production volume of 5.5%. For the full year, the number of vehicles delivered was 1.6 million, an 8.6% decrease compared to 2024.
Tesla also reported 14.2 GWh of energy storage deployments in the quarter, following a record of 12.5 GWh in the third quarter.
Deliveries provide insight into Tesla's customer demand and revenue trends. Quarter-to-quarter fluctuations can be caused by weak demand, logistical challenges, timing factors, or end-of-quarter push strategies.
Declining deliveries may indicate margin pressure or slowing revenue growth. Tesla is scheduled to announce its fourth quarter 2025 financial results after the market closes on January 28th.
