Tesla's car business had a rough 2025. Then Q2 happened.
Last quarter, Tesla delivered some 480,000 vehicles worldwide, a 25% jump year-over-year.
Growth in Europe and resilience in China helped the carmaker offset losses in the troubled U.S. market.
After a rocky couple of years, Tesla’s car sales are actually looking… kind of good? Earlier this month, the EV maker said it had delivered just over 480,000 cars worldwide in the second quarter, a 25% year-over-year pop that blew away Wall Street analyst expectations of around 406,000 units. Clearly, I wasn’t the only one who didn’t have this on my bingo card.
It’s the rosiest that Tesla’s car business has looked in recent memory. After moving a record 1.8 million units in 2023, sales dropped for two years straight and saw an especially brutal 2025. Elon Musk’s support of right-wing causes gave the brand a stink. The Cybertruck, its first new model in years, has been a flop. Things were looking bleak. Now Tesla just notched its best second quarter of deliveries in its history. Has it turned the page? It depends where you look.
