Autobayng News Team
After a sluggish and uneven year of sales so far, Tesla set a new record for deliveries in the third quarter with nearly half a million electric vehicles sold globally.
The automaker said on Thursday that it delivered 497,099 EVs between July and September, a 7.3% year-over-year increase and a new high for its EV sales.
The Model Y and the Model 3 accounted for the vast majority of these sales. The two EVs combined for 481,166 units delivered, which is more than 9% year-over-year growth, benefitting from the last-minute sales rush in the U.S. before the federal tax credit ended on Sept. 30.
Deliveries of the Cybertruck, Model X and the Model S plummeted sharply compared to last year. Tesla categorizes these as “other models,” which accounted for just 15,933 deliveries, a 30% year-over-year drop.
The Model X and Model S also received a mild refresh this year. Tesla does not release the production and delivery numbers for individual models. Here are the full results for the quarter:
| Q3 2025 results | Production | Deliveries |
| Model 3/Y | 435,826 | 481,166 |
| Model S/X/Cybertruck | 11,624 | 15,933 |
| Total | 447,450 | 497,099 |
The overall deliveries seem to have exceeded Wall Street expectations, which Reuters estimated at about 441,500, citing market intelligence firm Visible Alpha.
Tesla has been under pressure this year due to uneven sales in the U.S. and falling sales globally. Once an EV sales leader in Europe, the automaker has lost ground to rivals such as BYD and Volkswagen. CEO Elon Musk’s embrace of far-right politics has also hurt buyer sentiment on the continent.
The automaker’s slowdown in Europe seems to have been partly offset by U.S. buyers that rushed to claim the $7,500 federal tax credit before the Trump administration ended it on Sept. 30.
Tesla is now amid a massive transition, focusing more on robotics and AI and less on its passenger vehicle business.
There’s also a crucial shareholder vote coming up on November 6, when investors will vote for Musk’s trillion-dollar compensation plan, which is tied to ambitious performance targets like 20 million vehicle sales, a fleet of one million robotaxis in commercial operation and a market cap of $8.5 trillion.
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