Overview
- Kelley Blue Book/Cox Automotive data show Tesla delivered 20,237 Cybertrucks in 2025, down from 38,965 in 2024.
- U.S. EV sales totaled roughly 1.28 million in 2025, a 2% decline, with a Q3 rush before the federal credit expired and a sharp Q4 pullback.
- The Cybertruck faced multiple recalls in 2025, including about 46,000 trucks for a trim-panel issue, alongside problems with the rearview camera, wipers and accelerator.
- Tesla’s U.S. sales fell 7% to 589,160 vehicles in 2025, and the company cited uncertainty from shifting trade, tariff and fiscal policy in investor materials.
- Analysts highlight product-cycle pressure and research pointing to a political backlash against Elon Musk, with a Yale study estimating 1–1.26 million fewer Tesla sales between late 2022 and April 2025.