Tesla has officially announced its delivery numbers for Q3 2026. They delivered 486,532 vehicles this past quarter, beating analyst expectations and edging above Q2, although deliveries remained below last year's third quarter. The production and delivery report also lists 464,391 vehicles produced and 13.7 GWh of energy storage deployed.
Tesla Q3 2026 Deliveries Compared With Q2 and Last Year
Deliveries rose 1.3% from Q2's 480,126 vehicles and fell 2.1% from Q3 2025's record-setting 497,099 deliveries. Last year's quarter included a buying rush ahead of the US federal EV tax credit's expiration.
Here’s how the numbers compare to the previous quarter:
Metric | Q3 2026 | Q2 2026 | Quarterly change |
|---|---|---|---|
Model 3/Y deliveries | 478,237 | 467,762 | +2.2% |
Other model deliveries | 8,295 | 12,364 | -32.9% |
Total deliveries | 486,532 | 480,126 | +1.3% |
Total production | 464,391 | 451,758 | +2.8% |
Energy storage deployed | 13.7 GWh | 13.5 GWh | +1.5% |
And here is the comparison year-over-year:
Metric | Q3 2026 | Q3 2025 | Yearly change |
|---|---|---|---|
Model 3/Y deliveries | 478,237 | 481,166 | -0.6% |
Other model deliveries | 8,295 | 15,933 | -47.9% |
Total deliveries | 486,532 | 497,099 | -2.1% |
Total production | 464,391 | 447,450 | +3.8% |
Energy storage deployed | 13.7 GWh | 12.5 GWh | +9.6% |
Other Models
As expected, the “Other models” category decreased over the past quarter as Tesla sunset the Model S and Model X. The Model S/X delivery event was back in May, so those vehicles likely didn’t count toward this quarter’s numbers.
Instead, the other models category is likely fueled by the Cybertruck and the Tesla Semi. Tesla is expected to produce 50,000 Semi trucks yearly, and has just started volume production, so this will be one category to keep your eye on as Cybertruck numbers will likely remain steady.
How Tesla Performed Against Analyst Estimates
The analyst consensus shared before the report projected 461,974 deliveries. Tesla finished 24,558 vehicles above that forecast, a 5.3% beat. The delivery estimate combined forecasts from 24 financial institutions and was not a Tesla guidance.
Metric | Q3 consensus | Q3 actual | Difference |
|---|---|---|---|
Vehicle deliveries | 461,974 | 486,532 | +5.3% |
Energy storage | 15.9 GWh | 13.7 GWh | -13.8% |
Energy storage deployments grew from both comparison quarters but fell 2.2 GWh short of expectations.
What's Coming for Tesla in Q4 2026
Tesla's Roadster event is now scheduled for October 15 after weather concerns delayed the original October 1 date. Take a look at what we think Tesla will show off during the event.
There are also software improvements expected this coming quarter. Grok text messaging has appeared in the owner's manual, while Tesla has also confirmed work on Grok voice controls for FSD. Both are developments to watch, with releases expected this quarter.
Earnings Call
Tesla’s full Q3 financial results will follow after market close on October 21, with the earnings webcast at 5.30 p.m. Eastern. That report will provide financial details that are missing from today’s figures. It typically gives a lot of other insight into Tesla’s future projects as well, so be sure to listen in or look for our recap following the event.
