"As per Tesla's Q3 2025 vehicle delivery and production report, the bulk of the company's numbers came from its mass-market lineup. The Model 3 sedan and Model Y crossover accounted for 435,826 units produced and 481,166 delivered in the quarter. This is quite impressive considering that both the Model 3 and Model Y are still premium-priced vehicles with numerous competitors that are significantly more affordable."
"Tesla's third-quarter results are extremely impressive, and they exceed Wall Street's estimates by a significant margin. As per Benchmark analyst Mickey Legg, who had a delivery estimate of 442,000 vehicles in Q3, Wall Street consensus was at 448,000 units. Even more optimistic analysts estimated that Tesla would only post deliveries in the mid-460,000s. Investors will gain further insight later this month when Tesla reports full financials for the quarter."
Tesla produced 447,450 vehicles and delivered 497,099 units worldwide in Q3 2025. Model 3 and Model Y accounted for 435,826 units produced and 481,166 delivered, forming the bulk of output. Other models, including Model S, Model X, and Cybertruck, contributed 11,624 vehicles produced and 15,933 delivered. Tesla deployed 12.5 GWh of energy storage systems, marking a record for the energy business. Deliveries included 2% under lease accounting. Results exceeded Wall Street consensus and analyst estimates. Elon Musk reached a net worth milestone of $500 billion. Full financials and an earnings call with a Q&A webcast are scheduled for October 22.
Read at TESLARATI
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