Tesla delivered 486,532 vehicles in the third quarter of 2026. It produced 464,391 vehicles during the quarter.
Deliveries beat Wall Street analysts’ average estimate of about 462,000 vehicles. They rose 1.3% from the second quarter of 2026.
Deliveries fell 2.1% from the record set in the third quarter of 2025. The decline was widely anticipated after U.S. buyers rushed to use a federal tax credit before it expired in 2025.
Tesla also deployed 13.7 GWh of energy storage products, below some analyst forecasts.