Tesla (TSLA) report on car deliveries Q2

Tesla reports about reducing vehicle supplies by 14%, noting the second drop in a row last year

Tesla report About 384,000 vehicle delivery in the second quarter decreased by 14% compared to a year ago and the second drop in a direct quarterly fall. The stock rose about 4% on Wednesday.

During the same period last year, the manufacturer of electric vehicles reported 443 956 and production of 410 831 vehicles.

Here are the key numbers:

  • Total supply Q2 2025: 384,122 vehicles
  • Total Production Q2 2025: 410 244 vehicles

Wall -Rate analysts expected Tesla to report supplies about 387,000 according to FACSET.

Deliveries in The first quarter Since 2025, it decreased 13% a year earlier to 336 681. Deliveries are the closer approach of the sales of vehicles reported by Tesla, but are not defined in connection with the company’s shareholders.

Electric vehicles manufacturer with Austin Kquavater headquarters, Texas, does not break the sales and production of the model or region. However, the company said it produced 396 835 most popular Model 3 and model y carOf the 373 728 combined supplies for these models in the second quarter.

Many investors had low expectations that were sent to print.

An independent researcher publishing Troy Teslike on Patreon predicted deliveries 356,000 per quarter. The Kalshi forecasting market said on Tuesday CNBC that its traders are predicting about 364,000.

Gene Monster Deepwater Asset Management said the report was 4% above the “whisper” number in a social media platform report X. He expects the second quarter to decrease the bottom for Tesla.

Tesla is faced with the push of competition, especially from Chinese EV manufacturers that sell new and more affordable models. The first quarter of Tesla partly accused its reduced car sales to customers who detained orders so that they could receive an updated version of the Model SUV, which started delivery in March.

There is also a political reaction against the CEO Elon MuskWith the waves of protests against Tesla weighing the company’s reputation and influence on sale.

Moscow was President Donald Trump The largest financial supporter last year and supported the far -right right -wing, anti -immigration party AFD. He headed the initiative of the Trump Administration Department of Government Efficiency (DOGE) to reduce the size and potential of federal agencies, including the regulators that relate to its companies. The official role of Musk from Dogel ended in May.

Schedule iconSchedule icon

Hide the content

Tesla shares for the last month

His relationship with Trump quickly began to sour and over the weekend Musc A package of taxes and expenses Backed by the president and calling for the creation of a third political party.

Some aspects of the bill may harm the solar and battery Tesla and probably according to Innovation Energy Energy.

Meanwhile, Trump has threatened to stop other subsidies that benefit Moscow’s business, including TESLA and the SpaceX aerospace and defense company. He even threatened to deport Musk, naturalized, US citizen.

Also, on Wednesday, TESLA reported 10 394 deliveries of other models in the second quarter, including its steel cybert. The focus was recalled eight times for various equipment and software problems as Tesla began delivering it in November 2023.

The company also reported that it ended with 410 244 vehicles within the three months ended in June, including 396 835 the most popular and lower prices, SUV and Sedan Model 3.

Tesla shares decreased by more than 5% on Tuesday and closed at $ 300.71 and decreased by approximately 26% a year, which is the worst megacap -companies of Tech. This step has set the company’s market restriction below $ 1 trillion.

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

See: Autonomous Tesla’s Autonomous Affairs is much greater than any hostility with the president

Tesla Autonomous Affairs is much greater than any hostility with the president, says Munster Deepwater

– Samantha Subin CNBC contributed to reporting

Source link