Tesla Q3 2026 deliveries 486,532 beat 461,974 consensus; storage 13.7 GWh
Tesla delivered 486,532 vehicles in Q3 2026 on production of 464,391, beating the company-compiled consensus of 461,974 by about 5%. Deliveries were up 1% from Q2 but down 2% from the record 497,099 in Q3 2025. Storage deployments were 13.7 GWh, below the 14.2 GWh record set in Q4 2025.
- Q3 2026 deliveries 486,532 vs company-compiled consensus 461,974 (24 analysts)
- Q3 2026 production 464,391; Model 3/Y deliveries 478,237, other models 8,295
- Down about 2% from record Q3 2025 deliveries of 497,099
- Energy storage 13.7 GWh (vs 14.2 GWh record in Q4 2025)
TSLA around the story · hourly24 h reaction ▼ 0.33%
Moves this explains
TSLA+4.43%Oct 1 · Rose 4.4% after Q3 deliveries of 486,532 beat the 461,974 consensus, while energy storage deployments also came in strong at 13.7 GWh.Source
ElectrekOct 2, 2026