Tesla’s Q3 Delivery Surge: Will It Lead to Stronger Earnings?

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Tesla, Inc. (TSLA) is set to release its third-quarter 2025 results on October 22, focusing on vehicle deliveries and automotive profit margins. The Zacks Consensus Estimate predicts sales of $26.27 billion and earnings per share at 52 cents.

In the second quarter, Tesla produced 410,244 units but delivered only 384,122, a 13.5% drop year-over-year. Total automotive revenues fell by 16% to $16.7 billion, which was below estimates. However, third-quarter deliveries increased to 497,099 cars, a 7.4% rise from the previous year, driven by an expiring EV tax credit of $7,500.

Despite the revenue decline, automotive revenues are estimated at $18.8 billion, a 6% year-over-year decrease. Tesla anticipates improved overall results due to the robust third-quarter performance.

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