TsLA q2 delivery report

Timing I mentioned About 384,000 delivery of a vehicle in the second quarter, a 14 % decrease from last year, and the second, respectively. The stock rose about 4 % on Wednesday.

The electric vehicle maker was 443,956 delivery and production of 410,831 cars during the same period last year.

Here are the main numbers:

• Total delivery operations Q2 2025: 384,122 vehicles

• Total production Q2 2025: 410,244 vehicles

Wall Street analyzers expected Timing To report deliveries about 387,000, according to FactSet.

Delivery in The first quarter From 2025, 13 % decreased from the previous year to 336,681. The delivery operations are closer to the vehicle sales that were reported by Tesla, but they are not precisely specified in the company’s contacts to the shareholders.

The electric vehicle maker, based in Austin, Texas, does not dismantle sales and production by model or region. However, the company said it produced 396,835, the most popular of which is Model 3 and Y CarsWith 373,728 shipments combined for these models in the second quarter.

Many investors had low expectations to print.

An independent researcher published in his capacity Teslike on Patreon delivery operations from 356,000 for a quarter. On Tuesday, the prediction market told the Kalshi CNBC that its merchants expect to deliver about 364,000.

The report came 4 % higher than the “whisper” number x. It is expected that the decline in the second quarter of the bottom of Tasla will determine.

Tesla faces an attack from the competition, especially from the Chinese EV makers who sell new and more affordable models. In the first quarter, Tesla partially blaming the retreating car sales on customers whose orders were delayed so that they could get a fresh copy of Model Y SUV, which started shipping in March.

There is also a violent political reaction against the CEO Elon MuskWith waves of protests against Tesla weighing the company’s reputation and influencing sales.

Musk President Donald Trump Mali’s biggest supporter in the elections last year, and the AFD extremist and anti -immigrant party supported. The government efficiency management of the Trump administration, or Doug led an initiative to reduce the size and ability of federal agencies, including the organizers assigned to oversee its companies. The official Musk role with Doge ended in May.

He soon started his relationship with Trump in acidity, and over the end of the weekend, Musk brought a dispute, as she criticized billions of dollars. Tax spending package With the support of the president, he calls for the establishment of a third political party.

Certain aspects of the invoice may harm Tesla Solar Energy and Battery Business, and EV sales are likely to reduce about 100,000 vehicles annually by 2035, according to Thought tank innovation energy.

Meanwhile, Trump threatened to end the other benefits that benefit musk companies, including Tesla and the Spacex Space and Defense Company.

Also on Wednesday’s announcement, Tesla reported 10,394 delivery of its other models during the second quarter, including the solid Cyberrtruck. Beck App has been summoned eight times for a variety of hardware and software problems since Tesla began to ship them in November 2023.

The company also mentioned that it produced 410,244 cars during the three months that ended in June, including 396,835 of the most popular SUVs, the lowest price, and 3 -time sedan.

Tesla shares fell more than 5 % on Tuesday to close at $ 300.71 and decreased about 26 % for this year, the worst performance among major technology companies. This step has set the maximum company market less than $ 1 trillion.

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

Samantha Supin contributed to CNBC.