Musk Companies Bought Nearly 1 in 5 U.S. Cybertrucks in Q4, Data Show
The purchases highlight weak retail demand for Tesla’s stainless-steel pickup.
Overview
- S&P Global Mobility registrations reported by Bloomberg show SpaceX bought 1,279 Cybertrucks in Q4 2025, with Musk-linked firms totaling 1,339 of 7,071 U.S. registrations.
- Those intercompany buys likely topped $100 million in value and continued into 2026, with 158 purchases in January and 67 in February, according to the same data.
- U.S. Cybertruck deliveries fell to 3,519 in the first quarter of 2026, the lowest since launch, based on Cox Automotive figures.
- Tesla introduced a Dual-Motor entry trim in February at $59,990, later listed from $69,990, and many new orders now show 2027 delivery estimates.
- U.S. Cybertruck sales totaled just over 20,300 in 2025, down about 48% from 2024, underscoring slack demand even as the Texas factory can build roughly 125,000 a year.