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Tesla HUGE Beat With Q4 2021 Deliveries, Shattering Wall Street Consensus

Tesla has just released their Q4, 2021 deliveries and production numbers. They are staggering, greatly exceeding what wall street thought would be delivered. Wall street was at 266,000. Tesla deliveries about 308,000. This is amazing.

Tesla With Strong Q4, 2021 Delivery Numbers

We previously wrote about our prediction for Tesla Q4, 2021 deliveries and we were way too low with our prediction of 285K (which was still 20K higher than Wall Street)!

Tesla has released huge numbers for Q4, 2021, handedly beating Wall Street expectations. Here are the details:

In the fourth quarter, Tesla achieved production of more than 305,000 vehicles and deliveries of over 308,000 vehicles. In 2021, Tesla delivered over 936,000 vehicles.

Tesla thanks all of their customers, employees, suppliers, shareholders and supporters who helped them achieve a great year.

I agree, it has been a great year!

Q4, 2021

Model S/X13,10911,750
Model 3/Y292,731296,850

Year, 2021

Model S/X24,39024,964
Model 3/Y906,032911,208

This equates to:

  • 16% beat!
  • +27.9% quarter-over-quarter growth
  • +167% annualized
  • +71% Year over Year growth

This is unprecedented growth for a mega cap stock.

Tesla net income and cash flow results will be announced along with the rest of their financial performance with Q4, 2021 earnings in late January. Delivery count should be viewed as slightly conservative, as Tesla only counts a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements.

What do you think of Tesla's Q4, 2021 delivery numbers? Is this going to raise the stock price?

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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter or LinkedIn to stay in touch and follow his Tesla news coverage on Torque News.

Image Credit, Tesla Investor Relations Screenshot


DeanMcManis (not verified)    January 3, 2022 - 12:12PM

Well the big producer here was Tesla's Giga Shanghi factory, which ramped up production beyond expectations. And these numbers will climb dramatically later this year as the Giga Berlin and Giga Texas factories start up their production. Also hopefully the Cybertruck production will also begin in Texas later this year, and possibly a new, lower cost Tesla model from Giga Shanghi for the Asian and European markets as well. The future is definitely looking bright for Tesla in 2022.