According to figures released on Thursday, the company delivered a record 497,099 vehicles versus the Bloomberg-compiled consensus estimate of 439,600.

Deliveries, however, rose 7.4% from the same period a year earlier.

Model 3 and Model Y deliveries totaled 481,166 units, representing a 9.4% year-over-year increase and surpassing the Bloomberg consensus estimate of 424,828 units.

welp

However, Munster added that he believes “the vast majority (90%+) of the upside was from the credit.”

from https://arstechnica.com/cars/2025/10/tesla-reverses-sales-decline-in-q3-sells-50k-more-cars-than-it-built/

That’s well above most analysts’ estimates for Q3, which predicted that the automaker would sell fewer than 450,000. The end of the IRS clean vehicle tax credit in the US is believed to be a significant contributing factor to the sales growth, although registration data from Europe has shown sales growth in France, Spain, Denmark, and Norway.

Lets hope it was the credit because it still looks like there’s a lot of demand for Teslas