Tesla (TSLA) does something unsual ahead of Q4 delivery results
Tesla took the unusual step of publicly releasing its company-compiled Q4 2025 delivery consensus on its Investor Relations website on December 29, 2025. This move, a significant departure from its usual private sharing of such data, is widely seen as an attempt to manage market expectations ahead of what analysts project to be a challenging quarter with a notable year-over-year decline in deliveries. The company's official Q4 delivery results are anticipated in early January 2026.
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2026
7 updatesDuring the Q4 2025 earnings call, Tesla reported its total gross margin exceeded 20.1%, the highest in over two years. Automotive margins, excluding credits, also improved sequentially from 15.4% to 17.9%.
via fool.com
Tesla released its Q4 2025 earnings, reporting non-GAAP EPS of $0.50 and total revenues of $24.901 billion, with EPS exceeding analyst expectations.
Chinese competitor BYD surpassed Tesla as the world's top EV seller in Q4 2025 and for the full year 2025, marking a significant shift in the electric vehicle market.
via ig.com·nasdaq.com
Wall Street analysts anticipate a year-over-year decline in Tesla's Q4 2025 earnings and revenues, with Zacks Consensus Estimates projecting EPS at $0.44 per share and revenues at $25 billion. This represents a projected decline of 40% for EPS and 3% for revenues.
via nasdaq.com
Tesla is scheduled to release its Q4 2025 earnings report on January 28, 2026.
via nasdaq.com
Tesla's stock initially fell 2.6% on January 2, 2026, the day Q4 delivery results were released. The stock then rallied 4% on January 5, 2026.
via tipranks.com
Tesla reported Q4 2025 production of 434,358 vehicles and deliveries of 418,227 vehicles, missing consensus expectations. For the full year 2025, production reached 1,654,667 vehicles and deliveries were 1,636,129 vehicles, alongside a record 14.2 GWh in Q4 energy storage deployments. Despite the delivery miss, Tesla's stock rallied 4%, attributed by analysts to investor focus on AI and other future technologies.
2025
5 updates
2025
5 updatesAnalysts project a 15% sequential drop in Q4 2025 deliveries from Q3 2025's 497,099 units. This anticipated decline is primarily attributed to the expiration of the $7,500 federal EV tax credit on September 30, 2025, which caused a pull-forward of demand into Q3.
via insideevs.com·qz.com
Analysts and media widely interpreted Tesla's public release of a lower-than-expected consensus as a defensive strategy to lower market expectations and potentially 'anchor' the narrative ahead of the official results.
via electrek.co·ir.tesla.com·teslarati.com·ttnews.com·eletric-vehicles.com
The consensus also indicated full-year 2025 delivery estimates of approximately 1,640,752 vehicles, an 8.3% decrease from 2024, signaling a second consecutive annual decline in vehicle sales for Tesla.
via electrek.co·ir.tesla.com·teslarati.com·ttnews.com·eletric-vehicles.com
The published consensus, compiled from 20 sell-side analysts, projected Q4 2025 vehicle deliveries at 422,850 units, which represents a 15% decline compared to the same period last year.
via electrek.co·ir.tesla.com·teslarati.com·ttnews.com·eletric-vehicles.com
Prior to this event, Tesla's standard operating procedure was to compile analyst consensus estimates for deliveries but only share this data privately with a select list of analysts and major investors via email.
via electrek.co·ir.tesla.com·teslarati.com·ttnews.com·eletric-vehicles.com
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