Tesla recently announced its production and delivery numbers for the fourth quarter of 2025, revealing strong volume across both vehicles and energy storage. Despite falling slightly below Wall Street expectations, the company produced 434,358 vehicles globally and delivered 418,227 vehicles during the quarter. The majority of these numbers came from the Model 3 and Model Y lineups, with 422,652 vehicles produced and 406,585 vehicles delivered. The “Other Models” category, including the Model S, Model X, Cybertruck, and potentially Semi, contributed 11,706 vehicles produced and 11,642 delivered.
Analysts had anticipated Tesla to deliver around 422,850 vehicles in the fourth quarter, just short of consensus estimates. However, the results still reflect a year of maintaining massive global scale and production efficiency, particularly with the high-volume Model 3 and Model Y programs. For the full year, Tesla reported total 2025 production of 1,654,667 vehicles and total deliveries of 1,636,129 vehicles worldwide. Once again, the Model 3 and Model Y dominated the mix, with 1,600,767 units produced and 1,585,279 delivered over the year. Other models contributed 53,900 vehicles produced and 50,850 deliveries.
In addition to vehicles, Tesla saw significant momentum in its energy business, deploying a record 14.2 GWh of energy storage products in Q4 2025 alone, marking a 29% year-over-year increase. For the full year, energy storage deployments reached 46.7 GWh, showcasing the company’s growing Megapack and Powerwall operations.
These results come on the heels of a record-breaking third quarter for Tesla, with 497,099 vehicles delivered worldwide. The company’s stock price also hit a new peak of $490 towards the end of Q4. Tesla expressed gratitude to its customers, employees, suppliers, shareholders, and supporters for contributing to its success.
Tesla is set to report its full Q4 2025 financial results after market close on Wednesday, January 28, followed by a live Q&A webcast with management later that day. Stay tuned for coverage of Tesla’s fourth quarter and full-year 2025 financial performance.