Tesla Q4 2025 production & delivery numbers

[YDR37]

Final 2025 numbers are in for US sales of Ford and GM EV trucks.

Ford sold 27,307 F-150 Lightnings (down 18.5% from 2024). Annual sales rose for Ford's ICE truck lines (F-Series, Ranger, Maverick).

GM sold 11,275 Chevrolet Silverado EVs (up 51.8%) and 7,996 GMC Sierra EVs (up 347.2%, but limited availability last year). So the GM EV "twins" together sold 19,271. Annual sales rose for the ICE lines (Silverado/Sierra LD/HD).

GM also sold 15,788 Hummer EVs (up 12.8%), including both the SUV and pickup configurations. Probably around one-third of those were pickups, so about 5,263.

Tesla and Rivian don't release model-specific numbers for the Cybertruck or R1T, so we'll have to wait for the Cox estimates later this month. Through 3Q 2025, Cox had the Cybertruck at 16,097 (down 38.0% relative to 3Q 2024) and the R1T at 5,857 (down 32.5%). Obviously the Cybertruck and R1T numbers will rise when the 4Q 2025 estimates are added.

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[PungoteagueDave]

So the bump from 11,624 to 11,706 makes one think things have stabilized or bottomed? Can I have the Wheaties you eat that have all the hopium in them? Does one run a data firm that is questioning such consumers. Or just a half assed guess?

There's a rumor affoot that the CT program is being terminated. The main battery component supplier for the 4680 cells used only in the CT just wrote off all of its $2.9 billion investment in tooling up cathode production, apparently due to Tesla cancelling the contract.

 

[pricedm]

There's a rumor affoot that the CT program is being terminated.

Debunked.

See prior thread https://www.cybertruckownersclub.co...ry-supply-chain-collapses.52628/post-30731356

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