Tesla vehicle deliveries rise 34% on Model 3/Y growth

Companies

• TSLA

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Tesla (TSLA), the electric vehicle maker, reported a significant increase in vehicle deliveries for the second quarter of 2026. 

The results marked a sharp recovery in volume, driven primarily by a rebound in the company's core vehicle lineup. Total vehicle deliveries rose to 480,126 [1][2], a 34% sequential increase from the 358,023 vehicles delivered in the first quarter [1][2].

Production scaled alongside demand. The company increased total vehicle production to 451,758 in the second quarter, up from 408,386 in the prior quarter [1][2].

Growth was concentrated in the company's high-volume segments. Model 3 and Model Y deliveries grew to 467,762 [1][2], compared to 341,893 in the first quarter [1][2]. 

Other models did not follow this trajectory. Deliveries for those vehicles decreased to 12,364 in the second quarter from 16,130 in the first quarter [1][2].

The energy business also saw sequential gains. Energy storage deployments reached 13.5 GWh in the second quarter, up from 8.8 GWh in the first quarter [1][3][4]. This figure remained below the 14.2 GWh record established in the fourth quarter of 2025 [1][3][4].

Citations

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  1,TSLA,ex_99_111111,2026-07-02,0001628280-26-046717,null
  2,TSLA,ex_99_1,2026-04-22,0001628280-26-026551,null
  3,TSLA,ex_99_1,2026-04-22,0001628280-26-026551,null
  4,TSLA,ex_99_14,2026-01-02,0001628280-26-000016,null