Tesla’s Q2 2025 vehicle sales are projected to show a significant decline compared to the previous year. Analyst estimates for **Q2 2025 deliveries range from 355,000 to 400,000 units**, representing a year-over-year decrease of approximately 10–20%[1][2][3].
Key details:
– **Visible Alpha estimates** suggest Tesla will report about **400,000 vehicles delivered**, down from 440,000 a year before—a 10% drop[1].
– **UBS projects** a lower delivery figure of **366,000 units** (an 18% decline year-over-year), with investor expectations generally between 355,000 and 375,000 units[2].
– **Deutsche Bank estimates** a 20% year-over-year delivery drop to **355,000 vehicles**, noting a 5% sequential increase from Q1. Other analyst forecasts (e.g., TD Cowen) predict 362,000 vehicles[3].
– **Regional trends**: North America is expected to see a quarter-over-quarter increase, but Europe is facing the largest decline, and China may see a moderate year-over-year dip[2][3].
The delivery report is seen as pivotal, coming amid operational headwinds, increased inventory, and consumer demand challenges, particularly in the U.S. and Europe[1][2][3].