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Re:

BYD Overtakes Tesla in Global Passenger BEV Sales Through Q3 2025

Through September 30, 2025, BYD reported 1,605,903 passenger BEV sales; Tesla reported 1,217,902 deliveries. The calculated difference is 388,001 vehicles.
From TheFinanceBase Team2 min to read
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Yes—on a defined comparison of passenger battery-electric vehicles (BEVs), BYD was ahead of Tesla through September 30, 2025. BYD reported 1,605,903 passenger BEV sales from January through September; Tesla reported 1,217,902 vehicle deliveries over the same three quarters. The difference is 388,001 vehicles, calculated from the companies’ reported figures.

What the Q1–Q3 2025 figures show

The comparison covers the first three quarters of 2025, ending September 30. BYD’s September filing reports year-to-date passenger BEV sales, while Tesla’s quarterly releases report deliveries. The figures use the companies’ own operational terms rather than a single shared reporting measure.

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Company and measure Q1–Q3 2025 total Basis
BYD passenger BEV sales 1,605,903 January–September, reported by BYD (BYD filing)
Tesla vehicle deliveries 1,217,902 336,681 in Q1, 384,122 in Q2 and 497,099 in Q3; quarterly totals reported by Tesla (Q3 release) (Q1 and Q2 figures)
Calculated difference 388,001 BYD passenger BEV sales minus Tesla deliveries

Why BYD’s NEV total is not the BEV comparison

BYD also reported 3,260,146 new energy vehicle (NEV) sales for January–September 2025. That broader total includes passenger plug-in hybrid electric vehicles (PHEVs) as well as passenger BEVs; BYD lists the two categories separately in its filing. It should not be presented as BYD’s BEV-only sales or compared directly with Tesla’s vehicle deliveries as though the categories were identical. BYD’s filing

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How to read the comparison

  • Time period: Both totals cover Q1 through Q3 2025, ending September 30.
  • Geography: The company-reported figures are global totals.
  • Vehicle category: BYD’s figure is passenger BEVs; Tesla’s delivery figure is its reported vehicle deliveries.
  • Measure: BYD reports sales and Tesla reports deliveries, so this is a practical company-reporting comparison, not a common audited metric defined identically by both firms.
  • Calculation: Tesla’s total is the sum of its three reported quarterly delivery figures; the 388,001 difference is arithmetic based on those figures, not a separate company-published statistic.

Company reporting caveats

BYD says its monthly production and sales volumes are unaudited and may be adjusted. BYD filing Tesla 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. Tesla’s October 2, 2025 release

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