Tesla Is Flying in Europe, and We Aren't Talking About the Roadster -- 1 Big Concern Remains
Yahoo Finance ·
Tesla 's ( TSLA -0.80% ) recent Roadster demonstration was flying over cars. Whether you scoffed at the gimmick or simply enjoyed the wild spectacle, the company quietly recorded registrations flying higher in Europe. The latter is likely the more meaningful flying from Tesla, especially since it was its best month for Europe registrations ever. While Tesla doesn't break out its European deliveries, we can use vehicle registrations as a proxy for sales and better understand what's happened. Hint: It's good news for Tesla, although there is one growing concern. Tesla registered a record 66,035 vehicles in Europe in September, breaking its previous record high of 60,934 in March 2023. Even that figure won't quite be as high as the final data, as Lithuania and Portugal have yet to report September registrations at the time of this writing. That's likely to add at least another 1,000 registrations. Despite Tesla's vehicle lineup aging, the Model Y and Model 3 are proving to have staying power with consumers. In fact, Tesla's Model Y led the European market with nearly 41,000 registrations, up 55% from the prior year. Tesla's Model 3 actually checked in second with just over 25,050 registrations, but impressively, it more than doubled its September 2025 volume. It was only the second time ever that Tesla's Model Y and Model 3 were first and second in Europe's monthly registrations, the first time being in December 2022. Those results are certainly something to cheer, especially as Tesla's global deliveries have faced increasing competition in recent years, but there are a couple of things to consider. It's pretty well-known that Tesla does a strong push for deliveries at the end of the quarter, and September certainly proved that once again. However, investors should note the wide range of registrations during the third quarter. The Model Y registered only 5,138 vehicles in Europe in July, before a sizable recovery in August and, as mentioned, took the top spot last month.
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