Tesla's third-quarter delivery volume reached a record 497,000, a year-on-year increase of 7.4%, significantly exceeding expectations
Tesla's global deliveries in this quarter reached a record 497,099 vehicles, an increase of 7.4% year-on-year. This figure is significantly higher than the media's average forecast of approximately 439,600 vehicles. American consumers accelerated their electric vehicle purchases before the expiration of federal tax credits. On Thursday, before the U.S. stock market opened, Tesla's stock price rose by as much as 4.3%
Tesla Inc. announced an unexpected increase in quarterly vehicle sales, as American consumers accelerated electric vehicle purchases ahead of the expiration of federal tax credits.
Tesla delivered a record 497,099 vehicles globally this quarter, a year-on-year increase of 7.4%. This figure far exceeds the media's average forecast of approximately 439,600 vehicles.
Tesla has been working to revitalize its core automotive business, which had been struggling due to an aging product line, increased competition, and the cancellation of supportive policies for the U.S. electric vehicle market. Earlier this year, CEO Elon Musk's close collaboration with President Trump also sparked consumer backlash.
However, investors have recently shifted their focus from weak sales to Musk's growth commitments in areas such as autonomous vehicles, artificial intelligence, and robotics. Tesla's stock price surged 33% in September, recovering from earlier losses this year and marking its best monthly performance to date in 2025.
On Thursday, Tesla's stock price rose by as much as 4.3% in pre-market trading.
With the federal vehicle purchase tax credit of up to $7,500 set to expire on September 30, U.S. electric vehicle sales received a brief boost. The gradual phasing out of this subsidy has also driven strong sales for models from General Motors, Ford, and Hyundai.
Tesla's delivery data provides a preview for the company's upcoming financial report, which will be released on October 22. Next month, Tesla will hold its annual shareholder meeting, where investors will vote on a potential new compensation plan for Musk valued at up to $1 trillion
