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Federal Tax Credit

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Tesla Delivers 486,532 Vehicles in Q3, Beats Wall Street Estimates

Tesla delivered more than 486,000 vehicles in the third quarter, up about 6,000 from the prior quarter and ahead of Wall Street forecasts. The figure still trails the 497,000 delivered a year earlier, when buyers rushed to beat an expiring U.S. tax credit, and U.S. deliveries were down nearly 20% year-over-year according to Cox Automotive.

Tesla Q3 deliveries fall 2.1% year-over-year but top Wall Street estimates

Tesla delivered 486,532 vehicles in Q3 2025, down about 2.1% from the same period last year, while production rose 3.8% to 464,391 units. The decline follows the September 30 expiration of the $7,500 federal EV tax credit, which had driven a surge in sales a year earlier.