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Confirmed
Financial
Financial
Tesla reports record Q2 2026 deliveries at 480,126 vehicles, up 25%
Tesla delivered 480,126 vehicles in the second quarter of 2026, a 25% increase year-over-year and about 74,000 units above Wall Street estimates. Total production reached 451,758 vehicles, with Model 3 and Model Y accounting for the majority at 442,936 produced and 467,762 delivered. Other models, including Model S, Model X, Cybertruck, and Semi, contributed 8,822 produced and 12,364 delivered. Tesla delivered more vehicles than it produced, reducing inventory by roughly 28,000 units, reversing the previous quarter's trend. Additionally, the company deployed 13.5 GWh of energy storage products
- Q2 2026 deliveries: 480,126 vehicles, 25% increase YoY
- Q2 2026 production: 451,758 vehicles, less than deliveries
- Model 3/Y: 467,762 delivered in Q2 2026
๐ Why it matters: The 25% delivery growth in Q2 2026 marks Tesla's first annual expansion after two years of decline and sets a record for a second quarter.
๐ Upside: Tesla reduced inventory by 28,000 units by delivering more vehicles than produced in Q2 2026.
๐ Risk: Not applicable.
๐ค Automated analysis and summary. Every story links its original source for verification.