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BYD Overtakes Tesla in Passenger BEV Sales Through Q3 2025

Through Q3 2025, BYD reported 388,001 more passenger BEV sales than Tesla reported vehicle deliveries, using the companies’ published totals.
Entry773 Date Time2 min MechanicCarCody Team
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Yes—on a clearly defined comparison, BYD moved ahead of Tesla through September 30, 2025. BYD reported 1,605,903 passenger battery-electric vehicle (BEV) sales from January through September, while Tesla reported 1,217,902 vehicle deliveries across Q1–Q3. That puts BYD ahead by 388,001 vehicles, calculated from the companies’ reported totals. The figures compare BYD sales with Tesla deliveries, not identical reporting terms.

What the Q1–Q3 2025 figures show

The comparison covers the same nine-month period and is based on BYD passenger BEV sales versus Tesla vehicle deliveries. The totals below come from company disclosures; the nine-month Tesla total and the gap are calculated from those figures.

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Company and measure Q1–Q3 2025 total What the figure includes
BYD passenger BEV sales 1,605,903 Passenger battery-electric vehicles sold, January–September
Tesla vehicle deliveries 1,217,902 Global deliveries in Q1, Q2 and Q3 combined
BYD lead on this comparison 388,001 Calculated by subtracting Tesla’s reported deliveries from BYD’s passenger BEV sales

BYD’s monthly filing gives the year-to-date passenger BEV figure. Tesla’s reported quarterly deliveries were 336,681 in Q1, 384,122 in Q2 and 497,099 in Q3; together, they total 1,217,902. The difference is arithmetic based on the reported totals, not a separate company-published statistic. BYD’s September 2025 announcement; Tesla’s Q3 2025 delivery release; Tesla’s Q2 2025 update.

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Why BYD’s broader NEV number is not the BEV comparison

BYD also reported 3,260,146 new energy vehicle (NEV) sales for January–September 2025. That total is broader than BEVs: BYD reports passenger BEVs and plug-in hybrid electric vehicles (PHEVs) as separate categories. For a BEV-focused comparison with Tesla, use BYD’s 1,605,903 passenger BEVs—not the 3,260,146 NEV total. The NEV figure provides context for BYD’s wider electrified-vehicle business, but it is not a like-for-like BEV count. BYD’s filing lists the categories separately.

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What “overtakes Tesla in EV sales” means here

“EV sales” can refer to different vehicle categories and measures. This result is precise when stated as BYD passenger BEV sales through September compared with Tesla deliveries over the same three quarters. The geography is global, the time window ends September 30, 2025, and the propulsion category on BYD’s side is passenger BEVs. The companies’ own operational terms differ: BYD reports sales, while Tesla reports deliveries.

BYD’s filing describes its monthly production and sales volumes as unaudited and subject to adjustment. Tesla likewise cautions that deliveries are only one measure of its performance and should not be relied on as an indicator of quarterly financial results, which also depend on factors including average selling price, cost of sales and foreign-exchange movements. These operational tallies answer a vehicle-volume question; they do not by themselves establish either company’s revenue, profit, or financial performance. BYD’s announcement; Tesla’s delivery release.

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Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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