Tesla Delivery Growth to Continue, Europe Demand Offsets US Slowdown
TSLA•Tesla's global deliveries are forecast to rise in Q2 for a second straight quarter, driven by accelerating European orders as U.S. sales soften. Analysts expect Europe's stronger demand to offset slower U.S. volumes, likely boosting Q2 revenue and margins.
1. Q2 Delivery Projections
Tesla is poised to deliver more vehicles in the second quarter, marking back-to-back quarterly growth as production efficiencies improve at its major Gigafactories. This uptick underscores resilience in its manufacturing ramp-up while maintaining tight cost controls.
2. European Demand Surge
Orders in Europe have accelerated sharply, with Tesla gaining share in countries such as Germany and Norway thanks to local incentives and stronger logistics support. Enhanced supply from the Berlin Gigafactory has also reduced delivery lead times across the region.
3. U.S. Market Softness
U.S. deliveries have decelerated amid increased competition and the phase-out of certain EV tax credits, prompting Tesla to rely more heavily on export volumes. The shift highlights pricing pressures and evolving incentive landscapes in its largest home market.
