Tesla Investor Relations released a Q2 2026 delivery consensus compiled from 21 analysts.
The market expects 406,024 total vehicle deliveries for the quarter. Model 3 and Model Y units account for 392,662 of that total. This figure represents a 12% increase from the first quarter of 2026.
The forecast sits slightly below the 410,831 vehicles delivered in Q2 2025. Expiring government tax credits and subsidies significantly boosted those prior-year results.
Energy storage deployments are projected to reach 13.8 GWh. This represents a 36% sequential increase in storage capacity.
Tesla expects to announce official delivery numbers around July 2, 2026. The company will release full financial results after the market closes on July 22, 2026.