Tesla shares climb despite 16% drop in Q4 deliveries

by Marco Stracke

Key Takeaways

  • Tesla delivered more than 418,000 autos within the fourth quarter of 2025, down about 16% from the same length a year earlier.
  • Despite the drop, Tesla shares moved honest a minute of larger in early trading on Friday.

Tesla shares rose about 1% early Friday after the automaker released fourth-quarter 2025 production and transport outcomes that came in under year-within the past ranges.

The firm reported 418,227 deliveries and 434,358 autos produced throughout the quarter, down about 16% year-over-year, whereas production fell 5.5%. For the stout year, deliveries totaled 1.6 million, down 8.6% from 2024.

Tesla additionally reported 14.2 GWh of vitality storage deployments within the quarter, following a document 12.5 GWh within the third quarter.

Deliveries provide insight into Tesla’s customer demand of and earnings traits. Quarterly fluctuations might perhaps even be driven by tender demand of, logistical challenges, timing components, or quarter-live push methods.

Lower deliveries might signal margin stress or slower earnings growth. Tesla is scheduled to document its Q4 2025 outcomes after the market closes on January 28.

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