Tesla (Tsla) Q2 Report on Vehicle Delivery

Tesla reported About 384,000 vehicles deliver in the second quarter, a decrease of 14% ago, and the second direct quarterly decline. The action increased about 4% on Wednesday.

The manufacturer of electric vehicles reported 443 956 supplies and production of 410 831 vehicles last year.

Here are the key numbers:

• General deliveries Q2 2025: 384,122 vehicles

• Total production Q2 2025: 410,244 vehicles

Wall Street analysts expected Tesla Conside the deliveries of about 387,000 according to FacetSet.

Supplies at First quarter Since 2025, it has dropped 13% compared to a year earlier to 336 681. Deliveries are the closer approximation of sales of vehicles reported by Tesla, but are not exactly defined in the company’s shareholders’ communications.

The manufacturer of electric vehicles, based in Austin, Texas, does not explode sales and production by region. However, the company said it produced 396 835 of its most popular Model 3 and model y carsWith 373 728 combined deliveries for these models in the second quarter.

Many investors had low expectations aimed at the print.

An independent researcher who published as Patreon’s Troy Teslike, predicted supplies of 356,000 for the quarter. The forecasting market Kalshi told CNBC on Tuesday that traders are forecasting supplies of about 364,000.

Jean Munster, Managing Partner at Deepwater Asset Management, said the report was 4% above the “Whisper” number in a social media platform post XS He expects the decline from the second quarter to mark the bottom for Tesla.

Tesla is confronted with competition pressure, especially by Chinese EV manufacturers who sell more new and more affordable models. In the first quarter, Tesla has partly accused its declining car sales of customers who have delayed their orders so that they can receive a refreshed version of SUV Model Y, which started delivering in March.

There is also a political reaction against the Executive Director Elon MuskWith waves of protests against Tesla, weighing the company’s reputation and the impact of sales.

Musk was To President Donald Trump The largest financial supporter of last year’s elections and approved the final, Amigrants Party of Germany AFD. He leads the Ministry of Management of the Trump Administration or the initiative to reduce the size and capacity of federal agencies, including regulators with supervision of its companies. Musk’s official role with Dodge ended in May.

His relationship with Trump quickly began to boil and over the weekend Musk regained the feud, stabbing the multimillion dollar a package of taxes and expenses Supported by the president and calling for the creation of a third political party.

Some aspects of the bill can harm the Tesla solar and battery business and are likely to reduce EV sales by approximately 100,000 vehicles a year by 2035, according to Think of the energy innovation of the tank.

Meanwhile, Trump has threatened to potentially end other subsidies that are beneficial for Musk’s business, including Tesla and the Aerospace and Defense Company SpaceX.

Also in a Wednesday message, Tesla reported 10 394 supplies from its other models in the second quarter, including its steel cyberook. Angular Pickup has been recalled eight times of various hardware and software problems, as Tesla started delivering it in November 2023.

The company has also announced that it has produced 410 244 vehicles in the three months ended in June, including 396,835 of its most popular and lower prices, Model Y SUV and Model 3 sedan.

Tesla’s shares fell more than 5% on Tuesday to close $ 300.71 and dropped by about 26% for the year, the tallest performance among Tech’s Megacap companies. This move put the company’s market cap under $ 1 trillion.

The company will discuss the financial results for the second quarter with investors on Wednesday, July 23, 2025, after closing the markets.

– Samantha Subin from CNBC has contributed to reporting.