Summary
Tesla's vehicle sales fell in 2025, marking the lowest since 2022. The company reported an 8.6% drop in deliveries, partly due to changes in federal tax credits and CEO Elon Musk’s political activities.
Key Facts
- Tesla's vehicle deliveries fell by 8.6% in 2025, totaling 1.64 million.
- Deliveries were 9.5% lower than the all-time high in 2023.
- The fourth quarter of 2025 saw deliveries drop to 418,227, down 15.6% from the previous year.
- The decline followed the expiration of a federal EV tax credit at the end of September.
- Elon Musk's political involvement in 2025 caused some backlash, affecting sales.
- No new Tesla vehicles or major redesigns have been introduced this decade.
- Despite the drop, the fourth-quarter sales exceeded lower analyst expectations.
- Tesla shares increased by 0.7% after the sales report.