EV Deliveries
Tesla Q4 2025 earnings preview: Latest expectations ahead of January 28 report
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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.
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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.