Tesla’s deliveries fell 2% and still beat expectations
Tesla delivered 486,532 vehicles in the third quarter, down 2% year on year but well above the 461,000 analysts expected, with American electric sales down 47% in August after the federal credit expired. Its European registrations rose 43.3% between January and August, outpacing the wider battery-electric market.
Tesla delivered 486,532 vehicles last quarter, 2% fewer than a year ago and well above what analysts expected. The American electric market has collapsed since the federal credit expired. Europe is where Tesla grew.
Forecasts sat near 461,100, and Tesla’s own compiled consensus at 461,974, as CNBC reported. Shares rose about 2%. Production was 464,391, so Tesla delivered roughly 22,000 more cars than it built.
Last year’s third quarter was the record, inflated by American buyers racing a $7,500 credit that ended on 30 September 2025. Electric sales in the United States were down 47% in August against last year, on Cox...
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