- Tesla’s fourth-quarter and full-year deliveries fell sharply last year.
- The Cybertruck, Model
- BYD has surpassed Tesla as the world’s largest electric vehicle maker.
Tesla reported its fourth-quarter and full-year 2025 sales on Friday, recording a larger-than-expected decline as it now faces a new reality of intensifying competition and no tax breaks to boost demand.
The automaker reported 418,227 vehicle deliveries globally in the fourth quarter of last year, a decline of 15.6% year-on-year. the Model Y and Model 3 It continued to be the company’s bread and butter products, reaching 406,585 deliveries in the fourth quarter.
Its annual sales fell from 1.78 million in 2024 to 1.63 million last year, representing an 8.5% decline and the second straight year of declining sales. Tesla sales peaked in 2023 with more than 1.8 million deliveries, but the automaker has since struggled to maintain that momentum amid its shift to… Artificial intelligence and robotics And a collection of old models.
| Fourth quarter 2025 results | production | Delivery |
| Model p/3 | 422,652 | 406,585 |
| Cybertruck, Model X/Model S | 11,706 | 11,642 |
| the total | 434,358 | 418,227 |
Tesla does not report region-specific sales, but those numbers were also hurt by the end of the $7,500 federal tax credit in the US and significantly revised fuel economy rules that now favor combustion engine models over electric vehicles.
Delivery of “Other Forms” which includes Cybertruck, Model X and Model SAnd also more than half in the fourth quarter. Tesla sold just 11,642 units of these three electric cars in the fourth quarter of last year, representing only about 2.8% of global deliveries during that period.
Annual deliveries of these other models fell by a staggering 40% to just over 50,000 units, representing only about 3.1% of its global sales of 1.63 million. Tesla expected to sell more than 200,000 units of the Cybertruck at one point, but that goal failed to be achieved due to… Lack of demand And a A set of problems.
| Full results for the year 2025 | production | Delivery |
| Model p/3 | 1,600,767 | 1,585,279 |
| Cybertruck, Model X/Model S | 53,900 | 50,850 |
| the total | 1,654,667 | 1,636,129 |
BYD, on the other hand, is now The world’s largest electric car makersurpassing Tesla last year with sales of 2.26 million battery-powered cars, a staggering 28% growth. Tesla is expected to face more competition in 2026 with a full lineup of affordable and premium high-tech models from General Motors, Mercedes-Benz, BMW and others.
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