Tesla (TSLA) Q3 Deliveries Expected to Exceed Analyst Expectations

Tesla Inc. ($TSLA) is set to release its third-quarter production and delivery numbers on Thursday, October 2, 2025, according to analyst and media expectations.

Wall Street consensus forecasts ~447,000–448,000 units:

• Goldman Sachs: ~455,000
• Deutsche Bank: ~461,500 (flat YoY, +~20% QoQ)
• Wolfe Research: 465,000–470,000
• UBS: ~475,000 (bull case)

For context:

• Q2 2025 deliveries: 384,122 (down 13.5% YoY vs. Q2 2024’s 443,956).
• Q3 2024 deliveries: ~462,890.

Analysts point to the Model Y refresh and mixed regional demand as key factors for the upcoming print.