
A Tesla automotive dealership stands in Manhattan, New York Metropolis, on June 5, 2025.
Spencer Platt | Getty Photos
Tesla posted its automobile deliveries and production report for the primary quarter of 2026, displaying indicators of restoration after annual declines previously two years.
Listed here are the important thing numbers:
- Whole Q1 automobile deliveries: 358,023
- Whole Q1 automobile manufacturing: 408,386
Analysts had been anticipating 370,000 deliveries, in line with StreetAccount estimates, whereas a company-compiled consensus by Tesla, printed on March 26, stated the common estimate was for 365,645 deliveries within the first quarter.
In the identical quarter a year ago, Tesla reported deliveries of 336,681, which marked a decline of 13% over the primary quarter of 2024. Tesla’s complete deliveries for 2025 fell to 1.64 million from 1.79 million in 2024.
Tesla’s entry-level Mannequin 3 sedan and hottest Mannequin Y SUVs accounted for 341,893 for the quarter, the corporate stated within the newest report. Deliveries are the closest approximation of gross sales reported by Elon Musk’s EV maker, however should not exactly outlined within the firm’s shareholder communications.
Whereas Musk has been refocusing the corporate to supply a driverless Cybercab and Optimus humanoid robots, Tesla has but to promote these merchandise and nonetheless depends on auto gross sales for the majority of its income. In January, Tesla announced it was ending manufacturing of its flagship Mannequin S and X autos, and would use the manufacturing unit traces the place they had been assembled in Fremont, California, to construct Optimus robots.
The S and X had lengthy been in decline for Tesla. The three and Y accounted for 97% of the corporate’s deliveries final yr.
Musk stated in a publish on his social community X on Wednesday that orders of the S and X have “come to an finish,” however some had been left in stock. “We could have an official ceremony to mark the ending of an period. I really like these vehicles,” he added.
The angular, metal Cybertruck, which Tesla began delivering to clients in late 2023, has not develop into a mainstream success. Tesla is poised to ramp up deliveries of its absolutely electrical Semi in 2026, a category 8 truck with a promised vary of 500 miles.
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