Fleet Data

The Model Y went from Europe's 42nd best-selling car in January to the continent's outright number one in March, with 33,723 registrations and a 117% year-on-year jump.

Tesla reported adjusted EPS of 41 cents versus the 37-cent analyst estimate for Q1 2026, with gross margin jumping 478 basis points year-over-year to 21.1%. Revenue of $22.39 billion came in slightly below the $22.64 billion consensus, and capital expenditure rose 67% to $2.49 billion.

S&P Global Mobility data reveals SpaceX purchased 1,279 Cybertrucks in Q4 2025, accounting for 18% of all 7,071 US registrations that quarter, raising questions about underlying consumer demand for the vehicle.

Tesla registered 9,252 vehicles in Germany in March 2026 — a 315% year-over-year surge and its best March ever. France, Norway, and Sweden posted triple-digit gains, signalling a broad European recovery after a bruising 2025.

Tesla delivered 358,023 vehicles in Q1 2026, up 6.3% year-over-year but 7,600 units below analyst consensus, while producing 50,000 more vehicles than it sold.

Tesla registered 13,740 vehicles across the EU, UK, and EFTA in February 2026, a 29.1% increase year-over-year and the first positive month in 13. Combined January-February sales reached 20,941 units, up 16.7%. BYD still outsold Tesla in February with 15,438 units (+185.3% YoY).

Tesla registrations in five major European markets fell 43.9% year-over-year in January 2026, with Norway plunging 88% after the country ended most EV incentives on 1 January. Only Sweden (+26%) and Denmark (+3%) showed gains. The decline extends Tesla's losing streak in Europe past two years.

Tesla's European registrations fell 27.8% in 2025 to roughly 235,000 units, with Germany down 48% and Sweden down 67%. Volkswagen overtook Tesla as Europe's top EV brand. Norway was the sole bright spot at +41%, driven by buyers rushing to beat 2026 incentive changes.

Tesla delivered 418,227 vehicles in Q4 2025 — down 16% from Q4 2024. Full-year deliveries fell 8.6% to 1.64 million, marking a second consecutive annual decline as BYD overtook Tesla globally.

Tesla's EU registrations fell 34% in November 2025, but Norway surged 175% to break the country's all-time annual sales record — driven by buyers rushing ahead of 2026 tax changes.

Tesla set a new quarterly delivery record with 497,099 vehicles in Q3 2025, beating Wall Street estimates by 13% as US buyers rushed to secure federal tax credits before they expired.

Tesla announced a new European R&D center in Berlin-Köpenick for 250 engineers while German registrations plunged 56% through August, creating a stark contrast between short-term sales pain and long-term investment.

Tesla registered just 8,837 vehicles across Europe in July 2025, a 40% year-over-year decline. Germany fell 55% to 1,110 units. Meanwhile, BYD recorded 13,503 registrations, up 225% annually. Norway (+83%) and Spain (+27%) were the only bright spots in an otherwise grim month.

Tesla delivered 384,122 vehicles in Q2 2025, meeting lowered analyst expectations, while revenue hit $22.5 billion. But earnings fell 23% year-over-year and operating income dropped 42%, with regulatory credits making up nearly half of operating profit.

After months of declining sales, Tesla saw explosive growth in June 2025 across key European markets, with UK registrations up 224% month-over-month and the Netherlands becoming Tesla's best-selling market across all vehicle segments.

Tesla registrations more than tripled in Norway in May 2025 to 2,600 vehicles, led by the refreshed Model Y — outperforming Tesla's combined sales in Sweden, France, and the Netherlands.

BYD registered 7,231 battery-electric vehicles in Europe in April 2025, edging past Tesla's 7,165 units — the first time the Chinese manufacturer has outsold Tesla on the continent.

Tesla delivered only 512 vehicles in the UK in April 2025 — a 62% year-over-year decline — after Q1's artificial boost from the luxury car tax exemption deadline on April 1.

European battery-electric vehicle sales rose 31% in Q1 2025 while Tesla's registrations fell 43% — the starkest divergence yet between the brand and the market it helped create.

Tesla delivered 336,681 vehicles in Q1 2025 — down 13% year-over-year and far below analyst expectations — while net income plunged 71% to $409 million on revenue of $19.3 billion.

Tesla's Q1 2025 registrations fell in every European country except the UK, which grew 6% — largely thanks to aggressive leasing at just £399 per month for a Model Y.

Tesla registrations dropped 38% year-over-year across Europe in Q1 2025, yet the Model Y and Model 3 held their positions as Europe's best-selling electric vehicles through March.

Tesla's European sales plummeted 45% in January 2025, with France seeing a devastating 63% drop to just 1,141 units. Chinese EV competitors surpassed the Model Y for the first time, contributing to Tesla's stock falling below the $1 trillion market cap threshold.