Tesla 8-K

Summary

Q4 2025 production, deliveries and energy-storage deployments. Tesla produced 434,358 vehicles and delivered 418,227; energy-storage deployments reached a quarterly record of 14.2 GWh. Tesla will announce Q4 financial results and discuss its outlook on 1/28/2026.

Key Figures

• Q4 2025 vehicles: 422,652 Model 3/Y and 11,706 other models produced; 406,585 Model 3/Y and 11,642 other models delivered. Operating-lease accounting applied to 3% of Model 3/Y deliveries and 5% of other-model deliveries.
• FY2025 vehicles: 1,654,667 produced and 1,636,129 delivered, including 1,600,767 Model 3/Y and 53,900 other models produced, and 1,585,279 Model 3/Y and 50,850 other models delivered.
• Energy-storage deployments: 14.2 GWh in Q4 and 46.7 GWh for FY2025. Tesla cautioned that deliveries and deployments alone do not indicate quarterly financial results, which also depend on factors including average selling price, cost of sales and foreign exchange.

Guidance

Guidance to be given on the earnings call.

Investor Takeaways

• Watch the 1/28/2026 Q4 earnings release and webcast for net income, cash flow and the company’s outlook.