In the second quarter of 2025, Tesla increased its Q2 2025 deliveries to 384,122 vehicles, surpassing the previous quarter's value by 14%. At the same time, the company produced 410,244 units, nearly at record levels. In this article, you will learn how production and delivery have developed compared to the previous year and the first quarter, and which models are in focus.
Overview of Production and Delivery Numbers
Tesla was able to significantly increase its production output in Q2 2025:
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410,244 vehicles produced (Q1 2025: 362,615)
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384,122 vehicles delivered (Q1 2025: 336,681)
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+14% deliveries QoQ, but –14% YoY
This brings production close to the level of Q2 2024 (410,831 vehicles) for the first time, while deliveries still lag behind the record quarter.
Model 3/Y dominate the portfolio
The majority of the Tesla Q2 2025 deliveries were for the mass-market models:
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Model 3 & Y: 396,835 produced, 373,728 delivered
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Other Models (S, X, Cybertruck, Semi): only 10,394 deliveries, –20% QoQ, –52% YoY
Despite the recent refresh of Model S and X, the demand boost did not materialize – premium models and Cybertruck continued to see declining sales.
Leverage of Operating Leases
A constant 2% of all deliveries were made in Q2 2025 through operating leases, on par with the previous year's quarter, while Q1 2025 still had 4% on leasing.
Market Reaction and Outlook
Analysts see stable production but declining deliveries as the effect of growing competition in the EV sector and ongoing image problems. Nevertheless, the stock rose by around 4%, as the figures significantly exceeded expectations for Q1.
Focus on Robotaxi & New Models
The following milestones are set for the second half of 2025:
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Cybercab & Robotaxi Network: Pilot projects expand
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More affordable models: Introduction of affordable variants
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Inventory reduction: Reduction of growing inventory through targeted delivery actions
The successful market launch of these initiatives will determine whether Tesla can turn the Q2 success into sustainable growth.
Conclusion
With Tesla Q2 2025 deliveries of 384,122 units and 410,244 vehicles produced, Tesla continues its growth trajectory – despite challenges with premium models. The coming quarters will show whether new models and robotaxi offerings will further boost sales.
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