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Tesla Cybertruck Deliveries Plunge 50% in Q2 as Ford and GMC Gain Ground

Escalating production shortfalls have triggered a wave of reservation refunds that reflect cooling demand for Tesla’s high-priced pickup.

Tesla Cybertruck Sales Fall Dramatically To Their Lowest Level In A Year:  Tesla Cybertruck, Sales
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Tesla CEO Elon Musk never succeeded bringing down the cost of the Cybertruck as promised when he first unveiled the model in late 2019, despite delaying its launch by two full years.
Image: Tesla

Overview

  • Tesla delivered just 4,306 Cybertrucks in Q2 2025, a 50.8% decline from the 8,755 units sold in Q2 2024.
  • Ford’s F-150 Lightning and GMC’s Hummer EV outsold the Cybertruck in Q2, moving 5,842 and 4,508 units respectively.
  • Tesla is set to miss its 2025 production target of 250,000 Cybertrucks by over 90%, leaving substantial unused capacity at its Texas Gigafactory.
  • The Cybertruck faced two U.S. federal safety investigations and eight recalls in 2024 over build-quality and reliability issues.
  • Only about 5% of over two million initial reservations have converted to sales as many reservation holders delay orders or seek refunds.