In the first quarter of 2025, Tesla produced 362,615 vehicles, delivered 336,681 electric vehicles, down 13% from 386,810 units a year ago.
The vast majority of Tesla deliveries in Q1, 323,800 units, were its Model 3 and Model Y vehicles, its more affordable mid-range offerings. It delivered 12,881 units of its Model S and Model X vehicles.
| Production | Deliveries | Subject to operating lease accounting | |
| Model 3/Y | 345,454 | 323,800 | 4% |
| Other Models | 17,161 | 12,881 | 7% |
| Total | 362,615 | 336,681 | 4% |
Despite CEO Elon Musk’s promise of renewed growth following last year’s delivery decline, Tesla faces significant challenges.
Specifically, Tesla’s sales have weakened in the U.S. and Europe, with a notable backlash against Musk’s political involvement and work with President Donald Trump. His advisory role, which has reportedly involved significant workforce reductions and aid cuts, has fueled customer discontent. This has manifested in increased protests at Tesla stores and incidents of vehicle vandalism.
Additionally, data suggests a rising trend of Tesla owners trading in their vehicles. European sales figures further illustrate this decline, with key markets like France and Sweden experiencing consecutive monthly drops in March.
Tesla began offering the refreshed Model Y, featuring updated styling and enhanced interiors, in China at the begining of 2025 and in the U.S. and Europe in late January.
Analyst projections for 2025 deliveries initially indicated a 7% increase to 1.92 million units. However, more recent forecasts suggest flat or declining sales.
