Tesla First Quarter 2025 Production, Deliveries & Deployments
Tesla (TSLA) has released its Q1 2025 production and delivery numbers, showing production of 362,615 vehicles and deliveries of 336,681 units. The breakdown includes 345,454 Model 3/Y produced and 323,800 delivered, while other models accounted for 17,161 produced and 12,881 delivered.
The company also reported deploying 10.4 GWh of energy storage products in Q1. Tesla noted that Model Y production lines across all four factories underwent changeovers, resulting in several weeks of lost production, though the new Model Y ramp-up is progressing well. The company will announce its complete Q1 2025 financial results after market close on April 22, 2025.
Tesla (TSLA) ha pubblicato i numeri di produzione e consegna per il primo trimestre del 2025, mostrando una produzione di 362.615 veicoli e consegne di 336.681 unità. Il dettaglio include 345.454 Model 3/Y prodotti e 323.800 consegnati, mentre altri modelli hanno rappresentato 17.161 prodotti e 12.881 consegnati.
L'azienda ha anche riportato di aver distribuito 10,4 GWh di prodotti di stoccaggio energetico nel primo trimestre. Tesla ha osservato che le linee di produzione del Model Y in tutte e quattro le fabbriche hanno subito cambiamenti, risultando in diverse settimane di produzione persa, sebbene l'aumento della produzione del nuovo Model Y stia procedendo bene. L'azienda annuncerà i risultati finanziari completi del primo trimestre del 2025 dopo la chiusura del mercato il 22 aprile 2025.
Tesla (TSLA) ha publicado sus números de producción y entrega del primer trimestre de 2025, mostrando una producción de 362,615 vehículos y entregas de 336,681 unidades. El desglose incluye 345,454 Model 3/Y producidos y 323,800 entregados, mientras que otros modelos representaron 17,161 producidos y 12,881 entregados.
La empresa también informó haber desplegado 10.4 GWh de productos de almacenamiento de energía en el primer trimestre. Tesla señaló que las líneas de producción del Model Y en las cuatro fábricas experimentaron cambios, lo que resultó en varias semanas de producción perdida, aunque el aumento de producción del nuevo Model Y está progresando bien. La compañía anunciará sus resultados financieros completos del primer trimestre de 2025 después del cierre del mercado el 22 de abril de 2025.
테슬라 (TSLA)는 2025년 1분기 생산 및 배송 수치를 발표했으며, 362,615대의 차량이 생산되고 336,681대가 배송되었습니다. 세부 사항에는 345,454대의 모델 3/Y가 생산되고 323,800대가 배송되었으며, 다른 모델은 17,161대가 생산되고 12,881대가 배송되었습니다.
회사는 또한 1분기에 10.4 GWh의 에너지 저장 제품을 배포했다고 보고했습니다. 테슬라는 모든 네 개의 공장에서 모델 Y 생산 라인이 변경되어 몇 주간의 생산 손실이 있었지만, 새로운 모델 Y의 생산 증가가 잘 진행되고 있다고 언급했습니다. 회사는 2025년 4월 22일 시장 마감 후 2025년 1분기 완전 재무 결과를 발표할 예정입니다.
Tesla (TSLA) a publié ses chiffres de production et de livraison pour le premier trimestre 2025, montrant une production de 362,615 véhicules et des livraisons de 336,681 unités. La répartition comprend 345,454 Model 3/Y produits et 323,800 livrés, tandis que d'autres modèles ont représenté 17,161 produits et 12,881 livrés.
L'entreprise a également rapporté avoir déployé 10,4 GWh de produits de stockage d'énergie au premier trimestre. Tesla a noté que les lignes de production du Model Y dans les quatre usines ont subi des changements, entraînant plusieurs semaines de production perdues, bien que l'augmentation de la production du nouveau Model Y progresse bien. L'entreprise annoncera ses résultats financiers complets du premier trimestre 2025 après la fermeture du marché le 22 avril 2025.
Tesla (TSLA) hat die Produktions- und Lieferzahlen für das erste Quartal 2025 veröffentlicht, mit einer Produktion von 362.615 Fahrzeugen und Lieferungen von 336.681 Einheiten. Die Aufschlüsselung umfasst 345.454 Model 3/Y, die produziert und 323.800 geliefert wurden, während andere Modelle 17.161 produziert und 12.881 geliefert wurden.
Das Unternehmen berichtete auch, dass im ersten Quartal 10,4 GWh an Energiespeicherprodukten bereitgestellt wurden. Tesla stellte fest, dass die Produktionslinien des Model Y in allen vier Fabriken umgestellt wurden, was zu mehreren Wochen Produktionsausfall führte, obwohl der Anstieg der Produktion des neuen Model Y gut voranschreitet. Das Unternehmen wird seine vollständigen finanziellen Ergebnisse für das erste Quartal 2025 nach Börsenschluss am 22. April 2025 bekannt geben.
- Energy storage deployments reached 10.4 GWh
- New Model Y production ramp progressing well
- Total production exceeded 362,000 vehicles despite disruptions
- Lost several weeks of production due to Model Y line changeovers
- Deliveries (336,681) lagged behind production (362,615)
- Other models showed significant delivery-production gap (17,161 produced vs 12,881 delivered)
Insights
Tesla's Q1 2025 delivery figures of 336,681 vehicles reflect a quarter impacted by significant production transitions. The company produced 362,615 vehicles but delivery figures lagged behind, creating an inventory build of approximately 26,000 units. This production-delivery gap indicates potential demand challenges or logistics issues that warrant attention.
The company has explicitly acknowledged losing several weeks of production across all four factories due to Model Y line changeovers. This planned disruption explains part of the delivery performance, but doesn't completely account for the production-delivery differential. The 4
Energy storage deployments reached 10.4 GWh, continuing Tesla's expansion in this high-margin business segment that complements its automotive operations. The energy division has become increasingly material to Tesla's overall business model, though still secondary to vehicle sales.
Without comparative figures to previous quarters or analyst expectations, it's difficult to fully contextualize these results. However, the significant production disruption across all manufacturing facilities suggests this quarter represents a transitional period as Tesla implements changes to its most important product line. The company's positive framing of the Model Y ramp indicates confidence in their manufacturing trajectory, though investors should carefully examine the Q1 earnings call for more comprehensive financial impact assessment.
Tesla's Q1 production and delivery figures reveal important operational dynamics during a significant product transition period. The global Model Y line changeovers represent a substantial manufacturing undertaking, effectively retooling production lines for their highest-volume vehicle simultaneously across facilities in Texas, California, Shanghai, and Berlin.
The delivery mix continues to heavily favor the mass-market Models 3/Y at 323,800 units (96
The production-delivery gap of approximately 26,000 vehicles raises logistical efficiency questions. While some inventory building is expected during model transitions, this represents nearly 8
Tesla's explicit mention of "several weeks" of lost production across all factories is a significant admission. Such widespread simultaneous retooling typically indicates either comprehensive platform changes or manufacturing process improvements. The company's characterization that the "ramp of the New Model Y continues to go well" suggests confidence in their manufacturing recovery trajectory, though the full financial impact of this transition will only become clear during the April 22nd earnings release.
While the changeover of Model Y lines across all four of our factories led to the loss of several weeks of production in Q1, the ramp of the New Model Y continues to go well.
Thank you to all our customers, employees, suppliers, shareholders and supporters who helped us achieve these results.
Q1 2025
|
Production |
Deliveries |
Subject to operating lease accounting |
Model 3/Y |
345,454 |
323,800 |
|
Other Models |
17,161 |
12,881 |
|
Total |
362,615 |
336,681 |
|
Tesla will post its financial results for the first quarter of 2025 after market close on Tuesday, April 22, 2025. At that time, Tesla will issue a brief advisory containing a link to the Q1 2025 update which will be available on Tesla’s Investor Relations website.
In addition to posting first quarter results, Tesla management will hold a live company update and question and answer webcast that day at 4:30 p.m. Central Time (5:30 p.m. Eastern Time).
What: Tesla Q1 2025 Financial Results and Company Update Webcast
When: Tuesday, April 22, 2025
Time: 4:30 p.m. Central Time / 5:30 p.m. Eastern Time
Q1 2025 Update: https://ir.tesla.com
Webcast: https://ir.tesla.com (live and replay)
Approximately two hours after the Company Update, an archived version of the webcast will be available on the Company’s website.
For additional information, please visit https://ir.tesla.com.
Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q1 earnings. Tesla vehicle deliveries and storage deployments represent only two measures of the Company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including average selling price, cost of sales, foreign exchange movements and others as to be disclosed in the 10-Q for the quarter ended on March 31, 2025.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250402974548/en/
Investor Relations Contact:
ir@tesla.com
Source: Tesla
FAQ
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