Tesla is projected to deliver 377,592 vehicles in the first quarter of 2025, largely corresponding to the Model 3 and Model Y lines, based on analysis from 27 sources. The company anticipates a total of 1,851,001 vehicles for the year. This conservative outlook contrasts with more optimistic expectations from FactSet of 407,900 vehicles. The anticipated delivery figures may necessitate revisions to both delivery and earnings forecasts, as recent performance of the Model Y faced challenges due to transitions in production.
Analysts predict Tesla will report 377,592 vehicle deliveries for Q1 2025, reflecting conservative expectations as the company transitions to the new Model Y.
Based on estimates from 27 firms, Tesla's consensus indicates total deliveries of 1,851,001 vehicles for 2025, primarily from Model 3 and Model Y.
FactSet anticipates a more optimistic delivery total of 407,900. However, this estimate could be overly positive, given recent production challenges.
The upcoming Q1 2025 delivery report is expected to impact Tesla's full-year delivery and earnings forecasts significantly, with revised estimates already in view.
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