Tesla Motors. Source: Flickr Image
This article presents the results of Tesla’s vehicle production and delivery by model.
Apart from vehicle production and delivery, this article also explores a number of other statistics, including Tesla’s cumulative deliveries, sales comparison with Ford and GM, and comparison with Chinese EV companies.
Investors looking for other statistics of Tesla may find more resources on these pages:
Revenue
Energy
Profit Margin
- Gross profit breakdown: automotive, energy, and services,
- Profit margin by segment: automotive, energy, and services,
- Gross profit and gross margin per car,
- Profit per employee,
R&D Comparison
Debt, Cash, and Liquidity
- Financial health: debt level, payment due, and liquidity,
- Cash flow and cash on hand analysis,
- Debt to equity, capital structure, and more,
- Liquidity check: current ratio, working capital, and quick ratio,
Comparison With Peers
- Marketing, advertising, and promotional spending,
- Tesla vs GM: profit margin comparison,
- Tesla vs Ford: vehicle profit and margin,
- Tesla vs BYD: profit margin comparison,
Other Statistics
- Interest expense and interest coverage ratio,
- Infrastructure expansion: supercharger stations, service fleets, and stores,
- Operating expenses breakdown analysis,
- Inventory breakdown analysis
Please use the table of contents to navigate this page.
Table Of Contents
Definitions And Overview
O2. Tesla Business Strategy
O3. How Tesla Distributes Its Vehicles
Production Overview
A1. Installed Annual Production Capacity
Production By Model
A2. Vehicle Production By Model
Sales By Model
Aggregate Sales Numbers
B1. Cumulative Vehicle Deliveries
Sales Numbers Vs Competitors
C1. Tesla vs Ford And GM
C2. Tesla vs BYD, Nio, Xpeng, And Li Auto
Conclusion And Reference
S1. Conclusion
S2. References and Credits
S3. Disclosure
Definitions
To help readers understand the content better, the following terms and glossaries have been provided.
Tesla Upcoming Models: Tesla has some exciting upcoming models lined up for 2026 and beyond:
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Cybercab (Robotaxi): A two-seater autonomous vehicle designed without a steering wheel or pedals. Volume production is targeted for 2026, though initial output is expected to be slow.
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“More Affordable” Model: Tesla has pivot from an all-new “Model 2” platform to “more affordable” models built on existing production lines. These are expected to enter production in early 2025 and continue ramping through 2026.
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Robovan / Robus: A larger autonomous transport vehicle for passengers or cargo, tentatively expected around 2028.
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Roadster (Second Generation): Tesla tentatively plans to unveil the production version of the Roadster on April 1, 2026, with production currently projected to begin in 2027. It is expected to feature a 0-60 mph time under 1 second and potentially include “hovering” technology derived from SpaceX.
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Tesla Semi (Volume Production): While low-volume units are currently in use by partners like PepsiCo, volume production of the Semi is now slated to begin in the second half of 2026 at a dedicated factory in Nevada.
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Model Y “Juniper” Refresh: A significant update to the world’s best-selling car, featuring new exterior lighting (full-width light bars) and interior upgrades similar to the “Highland” Model 3. It launched in some markets in early 2025 and is standardizing as a 2026 model worldwide.
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Model Y L (Long-Wheelbase): A six-seat variant of the Model Y with a longer wheelbase, primarily targeting the Chinese market but potentially reaching other regions by late 2026.
Tesla Business Strategy
Tesla’s business strategy centers on producing innovative, high-performance electric vehicles, energy storage solutions, and solar products. The company aims to accelerate the transition to sustainable energy by developing and promoting environmentally friendly and technologically advanced products.
Tesla’s strategy also includes a vertically integrated business model, with the company controlling all aspects of its products, from design and engineering to manufacturing and sales. By doing so, Tesla seeks greater efficiency, quality, and control over its supply chain. The company also emphasizes a direct-to-consumer sales model, using its stores and digital channels to sell its products and provide a seamless customer experience.
Overall, Tesla’s business strategy focuses on disrupting the traditional automotive industry by offering unique products integrating advanced technology, sustainability, and performance.
How Tesla Distributes Its Vehicles
Tesla distributes its vehicles primarily through its network of company-owned stores and galleries in various countries worldwide. Customers can also purchase Tesla vehicles online through the company’s website.
Tesla has a direct-to-consumer sales model, meaning it does not use traditional car dealerships to sell its vehicles. This gives Tesla greater control over the sales process and customer experience.
Additionally, Tesla also offers home delivery and service options for its vehicles, further enhancing the convenience for its customers.
Installed Annual Production Capacity
Tesla’s production capacity as of fiscal 4Q 2025:
| As at 31 Dec 2025 | |||
|---|---|---|---|
| Installed Annual Capacity | Status | ||
| Location | Model | ||
| California, USA | Model S / Model X | 100,000 | Production |
| Model 3 / Model Y | >550,000 | Production | |
| Shanghai, China | Model 3 / Model Y | >950,000 | Production |
| Berlin, Germany | Model Y | >375,000 | Production |
| Texas, USA | Model Y | >250,000 | Production |
| Cybertruck | >125,000 | Production | |
| Cybercab | – | Tooling | |
| Nevada, USA | Tesla Semi | – | Pilot production |
| TBD | Roaster | – | In development |
| Robotaxi | – | In development | |
| India | Future Product | – | In talk with the leaders |
| Indonesia | Future Product | – | In talk with the leaders |
| Mexico | Future Product | – | In talk with the leaders |
Tesla’s future models in 2025 and beyond: Tesla upcoming models.
By the end of 2025, Tesla’s installed annual capacity across its global facilities reflects a broad production footprint. In California, Model S and Model X stand at 100,000 units, while Model 3 and Model Y exceed 550,000 units.
Shanghai leads with more than 950,000 units for Model 3 and Model Y. Berlin contributes over 375,000 units for Model Y. Texas shows capacity above 250,000 units for Model Y and more than 125,000 units for Cybertruck, with Cybercab in tooling.
Nevada is engaged in pilot production of the Tesla Semi. Development continues for the Roadster and Robotaxi, while discussions are ongoing in India, Indonesia, and Mexico for future products.
The overall trend highlights Tesla’s strong emphasis on scaling production in major markets, while simultaneously diversifying its portfolio with new models under development.
Expansion into emerging regions signals a forward-looking approach to global growth, balancing current production strength with future opportunities.
Vehicle Production By Model
Tesla’s Model 3 and Model Y have emerged as the cornerstone of the automaker’s global production volumes. By the end of the fiscal year 2025, these models accounted for a significant production total of 1.6 million vehicles. This robust performance underscores their vital role in Tesla’s lineup.
Total production volumes in 2025, including other models such as Model S and X, totaled 1.65 million vehicles, with the Model S and X contributing around 54,000 vehicles.
Vehicle Delivery By Model
Tesla’s Model 3/Y sales remarkably reached a total of 1,739,707 vehicles in 2023, notably decreased modestly to 1,704,093 in 2024, and subsequently measured a serious decline to 1,585,279 in 2025.
During these same periods, the Model S/X and other premium variants added 68,874 units initially, increased modestly to 85,133, and finally minus a significant portion to total 50,850 vehicles.
The results illustrate a remarkably clear cooling of demand for the high-volume Model 3/Y segment following its 2023 peak. This trajectory indicates a serious challenge in maintaining sales momentum as the product lifecycle matures and competition increasingly saturates the market.
The notable decline in 2025 across all categories suggests that the modest growth observed in the premium segments during 2024 was an isolated occurrence rather than a sustainable trend, highlighting a great need for refreshed product offerings to arrest the current downward measurement.
Cumulative Vehicle Deliveries
Tesla’s journey to automotive milestones has been nothing short of remarkable. It took approximately five years for Tesla to deliver its first million vehicles in 2020, following the start of Model S/X production in 2015. However, the subsequent pace of growth has been significantly faster.
After reaching the first million mark, Tesla only took a year to hit the two million vehicle milestone. This acceleration continued, demonstrating the company’s increasing production efficiency and growing market demand. For instance, Tesla managed to deliver an additional one million vehicles in less than 12 months to achieve a total of three million vehicles. Even more impressively, the company reached the four million milestone in just nine months.
Continuing this rapid trajectory, Tesla’s cumulative vehicle deliveries reached a new pinnacle by the end of the end of 2025, with a total of 8.8 million vehicles delivered. This consistent and accelerated growth showcases Tesla’s ability to scale production, innovate in electric vehicle technology, and meet the rising global demand for sustainable transportation.
Tesla vs Ford And GM
Tesla’s vehicle sales remain significantly below those of Ford and GM, as depicted in the accompanying graph. Specifically, Tesla’s sales figures for fiscal year 2024 are less than half of both Ford’s sales and GM’s sales.
Historically, the disparity was much greater, especially during a time when electric vehicles (EVs) were relatively unheard of.
Over the years, as EVs have steadily gained mainstream acceptance, Tesla has experienced substantial growth in its sales, gradually narrowing the gap with industry giants like GM and Ford.
During this period, Ford and GM’s vehicle sales have seen considerable declines from their historical highs. This trend has contributed to a more rapid closing of the gap between Tesla and its more established competitors.
Tesla’s increasing market share and growing sales numbers highlight the significant shifts in consumer preferences towards sustainable transportation solutions.
As Tesla continues to expand its production capacity and introduce new models, the company is well-positioned to further diminish the gap with legacy automakers like Ford and GM, who are also adapting their strategies to stay competitive in the evolving automotive landscape.
Tesla vs BYD, Nio, Xpeng And Li Auto
Tesla’s vehicle sales significantly outpaced those of Chinese EV makers such as Nio, Xpeng, and Li Auto. In fiscal year 2024, Tesla delivered 1.79 million cars, which is considerably higher than its Chinese competitors.
However, Tesla’s sales figures still trail behind BYD’s global sales, which reached over 4 million units in fiscal year 2024. Tesla’s deliveries of 1.79 million cars were less than half of BYD’s worldwide volumes.
When compared to Chinese EV makers such as Nio, Xpeng, and Li Auto, Tesla has shown a significant lead in vehicle sales. For instance, Li Auto, the largest among Nio and Xpeng, delivered 500,000 cars in fiscal year 2024. In contrast, Nio and Xpeng each delivered fewer than 300,000 cars.
On the other hand, BYD has surpassed Tesla by a significant margin. Tesla once held a higher lead over BYD. For example, in fiscal year 2021, Tesla sold 936,000 vehicles compared to BYD’s 740,000 vehicles. However, over the years, BYD has steadily progressed, ultimately surpassing Tesla in global EV sales.
The dynamic shift in sales figures highlights the competitive landscape of the electric vehicle market. Tesla, with its innovative technology and robust market presence, continues to perform strongly against many competitors. However, companies like BYD have made significant strides in expanding their production capacities and market reach, contributing to their impressive sales growth.
As the demand for electric vehicles continues to grow globally, the competition among leading automakers is expected to intensify. Tesla’s ability to innovate and scale its operations will play a crucial role in maintaining its position in the rapidly evolving EV market. Meanwhile, other players like BYD will continue to challenge Tesla’s dominance by leveraging their own strengths and strategic advantages.
Conclusion
In summary, Tesla’s expanding global production capacity, with significant contributions from Gigafactories in the U.S., China, and Germany, positions the company well to meet future demand and compete with established automakers.
Tesla’s rapid growth in production and sales, particularly for the Model 3 and Y, highlights the company’s ability to scale operations and meet increasing demand for electric vehicles.
The premium status of the Model S and X limits their production volumes compared to the mass-market Model 3 and Y. However, these models contribute to Tesla’s brand prestige and technological innovation.
While Tesla leads among many EV makers, it faces stiff competition from traditional automakers and rapidly growing companies like BYD. Tesla’s continued innovation and expansion will be crucial in maintaining its competitive edge.
References and Credits
1. All numbers presented were referenced and obtained from Tesla’s annual reports and investor update letters published on the company’s investor relations page: Tesla Investor Relations.
2. Flickr Images.
Disclosure
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Thanks a lot for your detailed breakdown here.
It has helped me but my ordering “process” into some perspective.
I completed the order for a Model Y LR on July 11th, and was provided an estimated delivery date between August 15 and Sept 1.
By the time I woke up the next day, the delivery date was pushed to Sept-Oct. And then again around August 12th till Oct-Nov.
Given your numbers, in order to estimate a delivery by end of August, I assume there were roughly 145k orders placed before my own. Given this rate, Telsa would produce about 220k in Q3.
But now given the revised timeline for my own vehicle, Tesla will only be able to produce 110k Vehicles in Q3.
Now, Telsa states, that all purchased are completed in order that they are received… That they do not guarantee delivery dates, but that those dates are the most accurate dates they can provide. But, the Phone Reps can not clarify on how they are deteremined, which is only available to other people in the company who can not be reached. They have also stated that they deliver all vehicles in the order which purchases were placed.
Currently Tesla is advertising the Model Y LR ordered today would be delivered in Jan (but off course, no guarantees). While a Model Y Performance is advertised as 6-8 weeks.
This starts to feel fishy. How can someone ordering the same, but “more expensive”, version of the same vehicle receive theirs first, if all orders are completed in order.
I think…. Tesla is cherry picking out the most profitable orders, particularly with the nearest delivery destinations, so that, despite COVID they can keep putting up these fantastic numbers.
If Tesla goes and sets another record, selling more then 200k vehicles in Q3, the fishy smell feel like rote. As they could only achieve those numbers through some massive customer manipulation.
Or, is the upside if we see a nearly 50% reduction in quarterly production, matching their advertised estiamtes of about 110k?
The cherry-picking on car delivery definitely smells fishy.
However, Tesla expects to produce 50% more cars in 2021 than in 2020, and the same for 2022.
If Tesla can only deliver or produce 110k vehicles in Q3, be prepared for a 50% reduction in the stock price.