Tesla (TSLA) Q1 2025 delivery and production numbers

Timing 336,000 delivery operations were reported in the first quarter of 2025, a 13 % decrease from last year, two days after the conclusion of the share of the electric vehicles company The worst quarter since 2022.

The shares fell 4 % after the news.

Here are the main numbers:

• Total delivery operations Q1 2025: 336,681
• Total production Q1 2025: 362,615

Investors expected Tesla to report delivery between 360,000 and 370,000 cars, according to Streetaccount. Tesla’s relations team sends a consensus full of the company to analysts, and said that the average estimate was about 377,590 deliveries. On Tuesday, the KALSHI prediction market has issued expectations for TESLA connections of 352,000.

In the first quarter of 2024, Tesla reported 386,810 deliveries, and the production of 433,371 vehicles.

Wedbush Securities Dan Evez, usually described the largest believers in Tesla and Moses, the report as a “thorn in the moment of the road” of the electric vehicle company in A. mail On the social media platform x.

“We knew that the delivery of Tesla would be soft, but these numbers were bad,” he wrote. “We will not look at these numbers with rose glasses … It was a disaster on every scale. Update problems but the key to the brand crisis.”

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.

Tesla does not divide sales and production according to the form or region. However, the company said it produced 345,454 One of the most popular Model 3 and Y Cars 323,800 of them handed over the three months ending March 31.

The company has reported 12,881 delivery of its other models, including the corner corner steel.

During this quarter, Tesla faced partially planned closure in some of its factories that allowed the company to upgrade manufacturing lines to start producing the famous YV -designed version.

Elon Musk recently said during All -hand A session with Tesla employees that the Yesla model is expected to be “the best -selling car on the ground again this year.”

But Tesla should deal with an attack from the EV competition and reputable damage. In the first quarter, the company suffered from waves from ProtestsThe provinces and some criminal activities that targeted Tesla vehicles and facilities in response to Musa’s political speech and work as part of President Donald Trump The second administration.

After spending $ 290 million to help President Donald Trump returns to the White House, Musk is leading the Ministry of Government efficiency (DOGE), as he reduces costs, eliminates regulations and reduces tens of thousands of federal jobs.

Musk, the richest person in the world, also participated in European politics, promoting the anti -immigrant AFD party in Germany in the February elections. Tesla works on the continent are struggling.

Through 15 European countries, Tesla market share It decreased to 9.3 % in the first quarter of 17.9 % in the same period of the previous year, according to the data followed by the European Union EVS.com. In Germany, the Tesla share in the market in electric cars fell to 4 % of about 16 % from this extension.

Tesla agents in I claimed Canada To sell 8653 cars during one weekend in January. This will be sufficient to qualify the company for $ 43 million of support before the program expires.

Tesla sales Electric cars made in China It came in 78,828 in March, and decreased by 11.5 % year on an annual basis, according to data from the China Passenger Association issued on Wednesday. The company faces the increasing competition in the region of EV makers like BYD.

Tesla shares 36 % sank In the first quarter, its most severe decrease since the fourth quarter of 2022 and the third is the largest decrease in 15 years in the public market. The decrease has wiped $ 460 billion from the maximum market.

Samantha Sobin contributed to CNBC

He watches: GENE Munster from Deepwateer says that Tesla growth will accelerate by 35 % in 2026.

Correction: This story was updated to reflect that the market share in Tesla in Europe decreased from 17.9 % in the first quarter of 2024 to 9.3 % in the first quarter of 2025. A previous version of this story was published these numbers.