Ford Motor Company (NYSE:F) reported robust U.S. sales results for the fourth quarter and full year 2025, with Q4 sales rising 2.7% year-over-year and annual sales climbing 6% to approximately 2.2 million vehicles.
Niu Technologies (NASDAQ:NIU), a leading provider of smart urban mobility solutions, today announced its sales volume results for the fourth quarter and full year 2025.
In the fourth quarter of 2025, the company sold a total of 178,702 units, comprising electric scooters, motorcycles, e-bicycles, and kick-scooters.
Tesla (NASDAQ:TSLA) started 2026 on a somber note, reporting fourth-quarter delivery figures that fell short of Wall Street expectations and confirmed a second straight year of shrinking annual sales.
The electric vehicle pioneer delivered 418,227 vehicles in the final three months of 2025, a significant 15.6% drop from the 495,570 units delivered in the same period a year earlier.
Analysts had expected the company to clear at least 434,487 units.
The miss brings Tesla’s total 2025 deliveries to 1.64 million, down from 1.79 million in 2024.
This 8.4% annual decline underscores the persistent "demand cliff" following the Trump administration’s decision to terminate the $7,500 federal EV tax credit in September 2025.
While a Q3 surge was driven by customers rushing to lock in the subsidy, the ensuing Q4 vacuum proved deeper than many anticipated.
In response to the subsidy withdrawal, Tesla introduced "Standard" versions of its flagship Model 3 and Model Y in October, slashing base prices by roughly $5,000.
While these stripped-down models were intended to defend market share, the move appears to have been insufficient to counter a "perfect storm" of rising interest rates, intensified competition from domestic rivals like Rivian—which met its own 2025 targets—and a cooling sentiment in Europe and North America.
The company produced 432,608 vehicles in Q4, leading to a build-up of approximately 14,000 units in inventory.
This surplus raises concerns about further price cuts in early 2026, which could continue to compress automotive gross margins that were already under stress throughout 2025.
Despite the softening auto business, Tesla shares finished 2025 up 11.4%, largely fueled by Elon Musk’s "Master Plan Part 4" pivot.
Rivian Automotive (NASDAQ:RIVN) announced on Friday that it produced 42,284 vehicles and delivered 42,247 in 2025, landing squarely within its revised annual targets.
The Irvine, California-based company capped the year with a fourth-quarter performance that saw 10,974 units roll off the line at its Normal, Illinois, facility and 9,745 units reach customers.
Li Auto (NASDAQ:LI), a leading player in China's new energy vehicle (NEV) market specializing in extended-range electric vehicles (EREVs) and smart SUVs for families, announced its December 2025 delivery update on January 1.
The company delivered 44,246 vehicles in December 2025, bringing fourth-quarter deliveries to 109,194.
NIO (NYSE:NIO) cemented its turnaround year on Thursday, reporting record-breaking delivery results for December, the fourth quarter, and the full year 2025.
The Shanghai-based electric vehicle maker delivered 48,135 vehicles in December, a 54.6% increase year-over-year, marking its highest monthly volume to date.
XPeng (NYSE:XPEV) cemented its position as a dominant force in the global electric vehicle market, reporting on Thursday that total vehicle deliveries more than doubled in 2025.
The Guangzhou-based automaker delivered 429,445 units for the full year, a 126% increase year-over-year, marking the first time the company has surpassed the 400,000-unit annual milestone.
BYD is on track to surpass Tesla in annual EV sales as competition intensifies across global markets.
Mexican authorities have seized $40m worth of motorcycles from former Olympic snowboarder Ryan Wedding, now one of the FBI’s most-wanted fugitives over alleged large-scale drug trafficking.
REE Automotive (NASDAQ:REE) reported financial results for the six months ended June 30, 2025, highlighting a strategic shift toward a technology-first and OEM-collaboration model as the company continues to develop its electric vehicle platform.
Tesla (NASDAQ:TSLA) is expected to report its second consecutive annual decline in vehicle deliveries this Friday, as the loss of critical U.S. tax credits and a surge in global competition outweigh the recent launch of its most affordable models.
Uxin (NASDAQ:UXIN) has agreed to raise $50 million in new equity financing as the Nasdaq-listed company seeks to accelerate expansion in China’s used-car retail market.
The Beijing-based firm said it entered definitive share subscription agreements on Dec. 26 with affiliates of NIO Capital and Prestige Shine Group Limited.
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