Tesla delivered 480,126 vehicles in the second quarter of 2025, including 467,762 Model 3 and Model Y units, a 34% increase from the previous quarter and a 25% year-over-year rise. This marks Tesla’s strongest quarter for electric vehicle sales since Q3 2025 and significantly outperformed estimates amid high gasoline prices and robust demand in international markets, particularly Europe and a rebound in China. However, demand in the U.S. remained softer.
The Zacks Consensus Earnings Estimate for the quarter is 50 cents per share on revenues of $25.8 billion, indicating year-over-year growth of 25% and 14.7%, respectively. Analysts have increased earnings estimates by five cents over the past 60 days. For 2025, total revenues are expected to reach $103.3 billion, reflecting an 8.9% increase.
Tesla deployed 13.5 GWh of energy storage in Q2, a 53% increase sequentially and 40% year-over-year, bolstered by demand for Megapack and Powerwall products. The upcoming earnings call on July 22 will focus on the sustainability of current sales figures and the company’s significant capital expenditure increase from $20 billion to $25 billion for 2026, amidst ongoing investments in AI and autonomous driving technology.
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