Tesla surprised investors this week by dramatically outperforming some of the most bearish projections for its Q2 deliveries. While the final number ended up falling short of Wall Street's consensus expectations, the delta between the two was just 0.2 percent, or less than 1,000 units, as per Tesla's IR-compiled consensus estimate of 385,086 units. As a refresher, Tesla disclosed earlier this week that it managed to deliver 384,122 units in Q2 2025 against a production level of 410,244 units. Under the hood, Tesla delivered 373,728 units of Model 3/Y, and 10,394 units of other models, including the Cybertruck. For Q2 2025, Tesla’s global vehicle […]
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