Tesla June Deliveries Reach 47% of Q2 Totals, Exceeding Historical Average of 41-44%, Anticipating Increased Demand in Q3

Tesla June Deliveries Reach 47% of Q2 Totals, Exceeding Historical Average of 41-44%, Anticipating Increased Demand in Q3

This is not investment advice. The author has no position in any of the stocks mentioned.

Tesla’s Impressive Q2 Delivery Performance

Tesla has surprised many in the investment community this week, showcasing a strong delivery performance that defied some of the most pessimistic forecasts for the second quarter. While the final delivery count slightly missed Wall Street’s consensus expectations, the discrepancy was minimal—just 0.2% lower than the predicted 385, 086 units, equating to fewer than 1, 000 delivered vehicles.

Delivery and Production Figures

In its latest disclosures, Tesla reported delivering 384, 122 vehicles during Q2 2025, alongside a production total of 410, 244 units. Breaking down these figures, the Model 3 and Model Y accounted for 373, 728 vehicles, while other models, including the much-anticipated Cybertruck, contributed 10, 394 units.

Trends in Inventory and Supply

Examining Tesla’s inventory management, the company’s days of supply metric rose to 25.26 days, up from 23 in the previous quarter. This adjustment is attributed to an inventory level of 129, 386 vehicles, with an average daily delivery rate of approximately 5, 121 vehicles.

Analyst Forecasts and Revisions

Leading up to the critical Q2 delivery report, analysts from major firms, including JP Morgan, significantly revised their projections downward. JP Morgan reduced its forecast from 392, 000 to a conservative 360, 000 units. However, Tesla’s ability to exceed these lowered expectations highlights its resilience and operational prowess.

June Deliveries and Future Outlook

HSBC analyst Michael Tyndall noted that Tesla’s deliveries in June were “exceptionally strong, ”representing 47% of the total Q2 deliveries, compared to the historical norm of 41-44%.This surge resulted in an impressive run-rate of 170, 000 to 180, 000 vehicles for the month, a testament to Tesla’s focused efforts in the concluding weeks of the quarter.

Although Tyndall does not foresee this elevated monthly delivery rate as sustainable in the long term, he predicts a temporary boost for Q3, particularly as the expiration of the $7, 500 federal EV tax credit approaches in September.

Challenges Ahead

Despite the positive delivery performance, Tesla faces challenges, as H1 2025 deliveries are down 13% year-over-year. However, the company can leverage further growth in its energy business in the second half of the year to mitigate this setback.

Leadership Changes and Strategic Focus

In a significant management shake-up, Elon Musk recently dismissed Tesla’s head of operations in North America and Europe, Omead Afshsar. Musk is now personally overseeing the delivery strategies for these pivotal regions, which may lead to a more aggressive sales push.

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