EV Deliveries
Tesla Q4 2025 earnings preview: Latest expectations ahead of January 28 report
AI द्वारा रिपोर्ट किया गया AI द्वारा उत्पन्न छवि
Tesla is scheduled to report Q4 2025 results on January 28, 2026, after market close, with a conference call at 5:30 p.m. ET. Amid a second year of falling vehicle deliveries, analysts expect $24.8 billion in revenue (slight YoY decline) and $0.45 EPS (down 40%), buoyed by record energy storage deployments. Focus shifts to AI initiatives like Robotaxi, Optimus, and Full Self-Driving amid EV headwinds.
Tesla delivered 418,227 vehicles in the fourth quarter of 2025, marking a 16% year-over-year decline and missing Wall Street estimates. The results highlight ongoing demand challenges and setbacks in the Optimus robot program, though energy storage deployments provided a bright spot. Shares rose 3% following President Trump's endorsement of Elon Musk.
AI द्वारा रिपोर्ट किया गया
Building on its recent disclosure of a low Q4 2025 consensus estimate, Tesla faces expectations of ~423,000 deliveries—a 15% drop—due January 2, 2026. Rival BYD reported slowest growth in five years at 4.6 million units for 2025, intensifying pressure as U.S. tax credits end and Europe demand softens.