Tesla Q2 Deliveries Were Positive For Shareprice

IO_AdminUncategorized6 hours ago5 Views

Tesla had 384,122 deliveries which was above the 365,000 whisper number for deliveries.

2025 2Q Tesla Production & Deliveries ====================              
            Production       Deliveries   
Q1.     362,615         336,681
Q2.     410,244          384,122

The range of estimates had significant worries that deliveries would be at the Q1 level or worse.
Global car sales are soft.

Tesla sold a combined 10,394 units of the Cybertruck, Model S and Model X in Q2 2025. This is slightly down from Q1.

• Q2 2025: 10,394
• Q1 2025: 12,881

The estimated deliveries for Q2 were:

386,086 – Analyst consensus
384,122 ACTUAL RESULT
370,000 – @garyblack00
365,420 – @ICannot_Enough
360,000 – @grok
359,927 – @CuriousPejjy
356,000 – @TroyTeslike
348,525 – @gabrielgalcer
348,422 – @FutureAZA
335,000 – @TSLAFanMtl

Rivian delivered 10,661 vehicles in Q2 2025, -22.7% YoY. The company produced 5,979 vehicles during the same period.

Rivian said Production was limited during the second quarter in preparation for model year 2026 vehicles expected to launch later this month.

Ford sold 16,438 EVs in the U.S. in Q2 2025, -31.4% YoY.

Units sold:
• Mustang Mach-E: 10,178 (-19.5% YoY)
• F-150 Lightning: 5,842 (-26% YoY)
• E-Transit: 418 (-88% YoY)

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