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News  ›  Benzinga

Tesla Deliveries Slide 16% In Q4, Energy Storage Hits Records

Benzinga Logo Benzinga By Anusuya Lahiri
Tesla Deliveries Slide 16% In Q4, Energy Storage Hits Records

Tesla delivered 418,227 vehicles in Q4 2025, missing analyst estimates and down 16% year-over-year, though energy storage deployments reached record 14.2 GWh. Full-year deliveries of 1.64 million fell 8.6% from 2024. Europe remains a significant weakness with sharp registration declines in France (-66%), Sweden (-71%), and other markets, while Chinese EV makers gain ground. Tesla will report Q4 earnings on January 28, 2026.

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Q4 deliveries missed analyst estimates and declined 16% YoY. Full-year deliveries fell 8.6% from 2024. Significant weakness in European markets with major registration declines across France, Sweden, Portugal, and Spain. Market share in Europe dropped from 2.4% to 1.7% despite strong global EV market growth.