"Tesla reported vehicle deliveries and energy deployments for the third quarter of 2025 today, blowing analyst estimations from Wall Street firms completely out of the water with its strongest three-month performance in company history. The strong performance, which resulted in nearly half a million vehicle deliveries in the quarter, was largely driven by the momentum of the EV tax credit, which expired at the end of September, marking the end of the $7,500 discount that was previously available."
"Tesla's $250 order deposit qualified as the marginal payment, so as long as the order was submitted before the end of the day on September 30, they could still take delivery in Q4 or even Q1 and still take advantage of the credit. With the Model Y Performance launching in the U.S. on September 30, that undoubtedly contributed to some orders. However, there are likely many people who ordered in the latter portion of Q3 and have not yet taken delivery."
Tesla recorded its strongest three-month performance in company history in Q3 2025 with nearly half a million vehicle deliveries and record energy deployments. The surge was driven largely by consumers rushing to use the $7,500 EV tax credit before it expired at the end of September. The IRS changed rules mid-quarter allowing orders with a marginal payment submitted before September 30 to retain the credit even if deliveries occur in Q4 or Q1. Tesla's $250 order deposit qualified as that marginal payment. The Model Y Performance launch on September 30 added to order volume, and many late-Q3 orders will bolster Q4 deliveries.
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