Tesla quarterly deliveries tracker

How this page is updated

Tesla usually publishes a short production, deliveries and energy-storage note in the first days after a quarter ends, then a longer shareholder update on earnings day. This page is built around that cadence. When a new IR note appears, the table and chart should move forward by one quarter. If a figure is not in the IR pack, it is left off. We do not interpolate missing quarters or invent a full-year total that Tesla has not printed.

The latest pack we have verified is the Q3 2026 production and deliveries press release dated 2 October 2026, and the Q3 2026 Update filed as Exhibit 99.1 on 21 October 2026. Those documents are the only sources for the numbers below. Older quarters that do not appear in that five-quarter operational summary are not reconstructed here.

What Tesla reported for the last five quarters

The Q3 2026 Update’s operational summary lists total vehicle deliveries of 497,099 in Q3 2025, 418,227 in Q4 2025, 358,023 in Q1 2026, 480,126 in Q2 2026 and 486,532 in Q3 2026. Production for the same span was 447,450, 434,358, 408,386, 451,758 and 464,391. Tesla’s 2 October note rounded the latest quarter as “over 464,000” produced and “over 486,000” delivered; the exhibit gives the exact counts used in the chart.

Model 3/Y still dominate. In Q3 2026 Tesla produced 457,387 Model 3/Y and 7,004 other models, and delivered 478,237 and 8,295 respectively. About one percent of Q3 deliveries were subject to operating-lease accounting. Cumulative deliveries in the exhibit stood at 10.2 million at the end of Q3 2026. Active FSD subscriptions were 1.74 million. Energy storage deployed in the quarter was 13.7 GWh, matching the 2 October press release.

Read the series as a sequence, not as a forecast. Q1 2026 deliveries (358,023) were the soft quarter in this window; Q2 and Q3 recovered to the high-480,000s. Year-on-year, Q3 2026 deliveries were about two percent below Q3 2025 on Tesla’s own table. Production in Q3 2026 was about four percent above Q3 2025. Those are Tesla’s printed rates, not ours.

Deliveries are not earnings. Tesla repeats that vehicle and storage volumes “represent only two measures of the Company’s financial performance” and depend on average selling price, cost of sales and foreign exchange. This tracker therefore stops at units and GWh. Margin, free cash flow and guidance belong on the earnings update, not on this page.

How to use the tracker

Each quarter, check three cells: total deliveries, total production, and storage GWh. Then look at the Model 3/Y versus other-models split if Tesla still prints it. A rising other-models line would be the first public hint that Cybertruck, Semi or a new nameplate is moving volume; a falling one is equally informative. Do not treat a single quarter as a trend.

If Tesla changes a definition — for example the cumulative-deliveries footnote that now includes unsupervised robotaxis placed into commercial operation under the 2025 CEO award — the footnote should be copied here rather than smoothed away. Investors comparing 2024-style delivery tables to 2026 tables need that sentence in view.

This is a research page, not a scorecard for a trade. The next scheduled refresh is whenever Tesla posts the Q4 2026 production and deliveries note, typically in early January, with the detailed exhibit on the January earnings date listed on ir.tesla.com.