Tesla US vehicle sales fell by 12.1% year-over-year in May, marking the eighth straight month of decline, according to estimates released on Tuesday by Motor Intelligence.
The company sold 40,578 vehicles in its domestic market last month, down from the 46,150 units registered a year ago.
Despite the lineup updates of the past months, Tesla sold 229,010 vehicles in the US between January 1 and May 31 — a 13.6% decline from the 229,010 units registered over the same period of 2025.
In early 2025, Tesla began producing the refreshed Model Y, retooling lines at all four of its vehicle plants in the US, Germany and China.
The Austin, Texas-headquartered company said the changeover led to the loss of several weeks of production in the first quarter, weighing on deliveries before output returned to normal levels.
Tesla‘s monthly US sales have not grown from the prior year since the third quarter of 2025, when a demand surge ahead of the September 30 federal EV tax-credit deadline lifted volumes.
A similar trend was seen among other US EV makers, though with some positive fluctuations.
Both Rivian and Lucid Motors reported year-over-year declines in May.
The Irvine-based EV maker registered 3,100 vehicles last month, down both month over month and year over year.
Lucid Motors delivered 905 Air and Gravity vehicles, up by about 65 units from April.
However, that figure remained below the 975 vehicles it delivered in May 2025, even though Gravity deliveries were still minimal at that time.
Cybertruck
Tesla started offering a cheaper trim of the Cybertruck model in February, initially starting at $59,990 before the company hiked the price to $69,990 in the beginning of March.
The more affordable variant now has delivery timelines stretching into 2027.
Despite the increased interest in the new trim, the company continues struggling with demand for the pick-up overall.
As seen on the first-quarter EV report published by Cox Automotive, Tesla‘s Cybertruck saw its weakest quarterly sales since deliveries began in November 2023.
Earlier this week, the company began listing pre-owned Cybertrucks, with prices starting at $66,200, as the company works through inventory of the stainless-steel pickup.
Model S and Model X
Tesla closed new orders for the Model S and Model X in late March, leaving only existing inventory available as the company winds down two of its oldest nameplates.
Musk announced the wind-down at the fourth-quarter 2025 earnings call in January, calling it an ‘honorable discharge’ for the sedan and SUV and tying the decision to Tesla‘s pivot toward autonomy.
Even with production ending, VP of Vehicle Engineering Lars Moravy said late last month that Tesla has left the door open to a return of the Model S and Model X, keeping the nameplates in play rather than retiring them outright.
The Fremont, California, line that built the two models since 2012 and 2015 is set to be retooled for production of the Optimus humanoid robot.
Production Milestones
The company is now focusing on the production ramp of both its Cybercab and Semi truck models.
Tesla’s first Semi rolled off the high-volume production line at Gigafactory Nevada on April 30, marking the transition from pilot builds to industrial-scale manufacturing.
The truck is rated for a gross combination weight of 82,000 lb and delivers 800 kW of both peak and steady drive power.
In mid-April, drone images showed that Tesla had begun ramping up production of the Cybercab model with no steering wheel at its Giga Texas facility — marking a significant milestone for the purpose-built autonomous model.
Europe
Tesla‘s troubles in the US contrast with a rebound in Europe, where demand is recovering after registrations slid through much of 2025.
Sales across the region climbed 46.5% year-over-year in April, with weekly figures accelerating into May — even as BYD and other Chinese brands expand their European footprint and intensify price competition.
The European turnaround coincides with Tesla‘s first regulatory opening for Full Self-Driving on the continent.
The Dutch vehicle authority RDW granted type approval for FSD Supervised on April 10 under UN Regulation 171, making the Netherlands the first European country to clear the system after more than 18 months of testing.
The Rollout has since extended to Lithuania and Estonia.
CEO Elon Musk said unsupervised Full Self-Driving will be widespread across the US by year-end, reiterating a timeline the company has repeatedly pushed back over several years.
Tesla‘s FSD fleet passed 10 billion cumulative miles last month, reaching a mileage marker Musk had tied to the transition toward removing the human supervisor.
FSD (Supervised) is currently available in the United States, Canada, Mexico, Puerto Rico, Australia, New Zealand, South Korea, the Netherlands, Lithuania and Estonia.
Tesla currently offers only a limited trial version of the software in China.
