Tesla’s Potential for a Strong Q3 in 2025
Despite a slow start in 2025, Tesla is poised for a potential turnaround in the third quarter, with the United States playing a key role in boosting sales.
The United States House of Representatives recently passed President Trump’s “Big Beautiful Bill,” which is set to be signed into law before the July 4 deadline. This bill will bring an end to the $7,500 EV tax credit, making electric vehicles more expensive for consumers starting September 30, 2025.
Under the current tax credit, individuals earning under $150,000 annually, heads of households earning under $225,000, and couples filing jointly earning under $300,000 are eligible for the credit. The decision to end the tax credit aligns with the Trump administration’s focus on fossil fuels over electric vehicles.
With the impending deadline, consumers in the U.S. have a limited time to take advantage of the EV tax credit, potentially driving up sales for electric vehicle manufacturers like Tesla. The company stands to benefit the most due to its high volume of sales.
To capitalize on this opportunity, Tesla may offer additional incentives such as 0% APR financing, special leasing or financing rates, or promotional deals like the recent “Red, White, and Blue” offer in celebration of Independence Day.
As of now, Tesla has delivered approximately 721,000 vehicles in 2025, putting it on track for around 1.4 million deliveries by the end of the year. While this would be a decrease from previous years, Tesla’s strongest quarters historically occur in the second half of the year.
In the past, Tesla has seen its highest delivery numbers in Q4, with Q4 2024 topping the list at 495,570 vehicles, followed by Q4 2023 with 484,507 vehicles, and Q3 2024 with 462,890 vehicles.