Tesla’s Cybertruck recorded a steep decline in U.S. sales in 2025, underscoring the challenges facing electric pickups despite earlier optimism about the segment, according to estimates from Cox Automotive.
Tesla had originally targeted annual Cybertruck production of up to 250,000 units, a figure later revised to a capacity of around 125,000 vehicles. However, demand has remained well below those levels. Cox Automotive data indicates that U.S. sales fell to about 20,200 units in 2025, down from roughly 39,000 units in 2024, the model’s first full year on the market. Based on those estimates, 2025 demand amounted to around eight per cent of Tesla’s initial production ambition. Tesla does not publish model-specific sales figures.
Industry publication InsideEVs said the Cybertruck recorded the largest absolute sales decline of any electric vehicle in the U.S. in 2025, with deliveries down by about 18,800 units year on year. The drop followed a strong launch year in which the Cybertruck briefly became the best-selling electric pickup in the country.
The decline has been partly linked to the expiration of a U.S. federal tax credit for the model on Sept. 30. Even before the incentive ended, Cox estimates suggest Cybertruck sales in the first three quarters of 2025 were already running about 38 per cent below the same period a year earlier. Analysts also point to waning demand after the initial wave of early adopters and brand loyalists, as well as broader resistance within the U.S. pickup market to fully battery-electric models.
Other manufacturers have faced similar hurdles. Ford Motor halted production of its F-150 Lightning electric pickup in December, while Ram scaled back plans for a fully electric truck in favour of partial electrification. Electric pickups from General Motors and Rivian continue to account for relatively small volumes.
Despite the Cybertruck’s slowdown, Tesla remains the dominant electric vehicle brand in the United States. Cox Automotive estimates show the company sold around 590,000 vehicles in the U.S. last year, giving it a 46% share of the country’s EV market. Tesla is scheduled to release its fourth-quarter and full-year 2025 financial results on Jan. 28.
Source: Cox Automotive via InsideEVs
