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- Oct 2, 202650% CONFIDENCEfrom the source
Tesla Q3 2026 Production, Deliveries and Deployments Report
- Tesla reports each quarter's vehicle production, deliveries and energy-storage deployments days after the quarter closes: the Q3 2025 figures came out on 2 October 2025 and the Q2 2026 figures on 2 July 2026, two days after that quarter ended[2][4][6].
- In Q2 2026 Tesla produced 451,758 vehicles, delivered 480,126 and deployed 13.5 GWh of energy storage; Model 3 and Model Y made up 467,762 of the deliveries[3].
- Q2 deliveries beat Tesla's company-compiled consensus of 406,024 and StreetAccount's 406,600, and storage deployments of 13.5 GWh compared with 9.6 GWh a year earlier and the 13.3 GWh analysts expected[4].
- Tesla publishes its own consensus, compiled from sell-side analysts, on its investor relations page ahead of each report; the Q2 figure drew on 22 analysts[5].
- For Q3, the Visible Alpha consensus is 456,000 deliveries; Goldman Sachs cut its forecast to 435,000 from 490,000, while Kalshi's contract on more than 480,000 deliveries traded at 57 cents on 17 September[2].
- Goldman's cut followed estimated U.S. sales of 40,816 in August, down 26% on a year earlier, and a 12.4% fall in China retail sales; Q2 had also been helped by about 28,000 vehicles of inventory drawdown[2].
- The year-ago quarter, Q3 2025, was a record: over 497,000 deliveries and 12.5 GWh deployed[6].
- The release also names the date and time of the quarter's earnings webcast, as the Q2 release did for 22 July[3].
References 675% CONFIDENCE
The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.
- [1]50%ir.tesla.com/press-release/tesla-second-quarter-2026-production-deliveries-and-deploymentsir.tesla.com· Posted Sep 23, 2026· Starts Oct 2, 2026 ✓· 23% of score
Tesla has not announced the date (Benzinga, 17 Sept 2026: "Tesla has not announced its Q3 delivery date. Its second-quarter tally arrived two days after the quarter ended."); it released Q3 2025 figures on 2 October 2025 and Q1 and Q2 2026 figures on 2 April and 2 July 2026, so 2 October 2026 is estimated from that pattern.
- [2]78%Goldman Slashes Tesla Q3 Delivery Forecast to 435,000: What Do Prediction Markets Say?finance.yahoo.com· Published Sep 17, 2026· 22% of score
Benzinga via Yahoo Finance: Q3 2026 forecasts (Goldman 435,000, Visible Alpha 456,000, Kalshi near 480,000) and that Tesla[1] has not announced its Q3 delivery date.
- [3]92%Tesla Second Quarter 2026 Production, Deliveries & Deployments (Form 8-K Exhibit 99.1)sec.gov· Published Jul 2, 2026· 17% of score
Tesla's[1] own Q2 2026 release as filed with the SEC[6] (the IR page 403s to scripts): 451,758 produced, 480,126 delivered, 13.5 GWh deployed, and the 22 July earnings webcast date.
- [4]85%Tesla stock sinks 7% despite strong deliveries report, posting worst day in nearly a yearcnbc.com· Published Jul 2, 2026· 17% of score
CNBC on the Q2 2026 report: deliveries versus Tesla[1]-compiled and StreetAccount consensus, and storage deployments versus expectations.
- [5]75%Tesla (TSLA) Q2 2026 delivery consensus: 406,000 vehicles expectedelectrek.co· Published Jun 26, 2026· 16% of score
Electrek on Tesla's[1] company-compiled delivery consensus, published on its IR page from 22 sell-side analysts about a week before the report.
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