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Tesla (TSLA) shares rose slightly on Jan. 5, but it was not easy to overlook the company's fourth-quarter deliveries reported on Jan. 2. The company was responsible for 418,227 units delivered during the December quarter, missing Wall Street expectations and experiencing a 16% year-over-year (YOY) decline. For a company valued for flawless execution, another mishap was bound to increase investor attention.
Taking a wider view, the story was much the same for 2025. Tesla produced around 1.65 million units, lower than the 1.78 million produced in 2024 and the peak in 2023. This represents the second successive fall in production, which in itself represents a departure for a company that has previously rewritten the rule book on defining growth in the automotive sector. Increasingly tough competition, particularly from China, looms large in the background.
