Tesla has released its Q1 2025 company-compiled delivery consensus, showing conservative vehicle delivery expectations for the quarter.
Based on the consensus, analysts expect Tesla to deliver 377,592 vehicles in Q1 2025, including 351,893 Model 3/Model Y and 21,241 other models.
For the entire year 2025, analysts predict total deliveries of 1,851,001 vehicles, with 1,693,397 units of Model 3/Model Y and 145,162 units of other models.
FactSet estimates suggest Tesla will see vehicle deliveries of 407,900 units in Q1 2025, despite the Model Y's production transition challenges.