Tesla today published its report on Fourth Quarter 2025 Production, Deliveries, and Deployments, with the EV giant’s numbers showing it has lost its crown as the world’s bestselling electric vehicle maker.
Tesla’s report stated that it delivered 1.64 million vehicles in 2025, representing a 9% decline compared to the previous year.
Chinese competitor BYD, which sold 2.26 million vehicles last year, is now the leading EV manufacturer.
Tesla’s Q4 2025 delivery consensus indicated that sales reached 418,227 units, which is below the predicted 440,000. The sales shortfall may have been influenced by the expiration of the $7,500 tax credit, which was phased out by the Trump administration at the end of September.
Tesla’s declining sales follow customer backlash against CEO Elon Musk’s right-wing political stance and increasing international competition, primarily from China, leading to a consecutive year of decreased sales.
Investors continue to be hopeful that Tesla CEO Musk will achieve his goals of making Tesla a leader in robotaxi services and introducing humanoid robots that can perform simple tasks at homes and workplaces.
Tesla will post its fourth-quarter 2025 financial results after the market closes on Wednesday, January 28, 2026.
Tesla’s shares climbed nearly 2% before the market opened on Friday. Despite various hurdles, the stock finished 2025 approximately 11% higher.
By CEO NA Editorial Staff
