Key Takeaways
Tesla delivered more than 418,000 vehicles in the fourth quarter of 2025, down about 16% from the same period a year earlier.
Despite the drop, Tesla shares moved slightly higher in early trading on Friday.
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Tesla shares rose about 1% early Friday after the automaker released fourth-quarter 2025 production and delivery results that came in below year-ago levels.The company reported 418,227 deliveries and 434,358 vehicles produced during the quarter, down about 16% year-over-year, while production fell 5.5%. For the full year, deliveries totaled 1.6 million, down 8.6% from 2024.Tesla also reported 14.2 GWh of energy storage deployments in the quarter, following a record 12.5 GWh in the third quarter.Deliveries provide insight into Tesla’s customer demand and revenue trends. Quarterly fluctuations can be driven by soft demand, logistical challenges, timing factors, or quarter-end push strategies.Lower deliveries may signal margin pressure or slower revenue growth. Tesla is scheduled to report its Q4 2025 results after the market closes on January 28.
