Tesla delivered 480,126 vehicles in the second quarter of 2026. This performance represents a 25% increase over the same period last year. The total significantly exceeded Wall Street’s consensus estimate of approximately 406,000 units.
The company produced 451,758 vehicles during the quarter. Deliveries outpaced production, leading to a reduction in existing vehicle inventory. The Model 3 and Model Y accounted for 467,762 of the total deliveries.
Tesla’s energy division deployed 13.5 GWh of energy storage products. This marks a 40% increase from the 9.6 GWh deployed in the second quarter of 2025. Full financial results and an investor webcast are scheduled for July 22, 2026.