Q3 figures: Tesla factories regains production footing
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Automobile
Q3 figures: Tesla factories regains production footing
Tesla has regained its footing in production and delivery. After a mixed year in 2025, the first three quarters of 2026 have demonstrated a newly found consistency - evident in 464,000 vehicles produced and just over 486,000 delivered in the third quarter.
Image: Tesla
By Cora Werwitzke
02.10.2026 - 18:00
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Between early July and the end of September, Tesla built as many electric vehicles as it had not in the two years prior: the 464,000 vehicles now produced were last matched with nearly 470,000 units in Q3 2024. Compared to the same quarter last year, the 464,000 cars represent a 3.7 per cent increase, while production rose by 2.7 per cent compared to the second quarter of 2026.
A closer look at deliveries also reveals an upward trend over the year: 486,000 vehicles represent only a 1.2 per cent increase compared to the second quarter of 2026, but this quarter itself was around 25 per cent higher than the seasonally weaker first quarter. Last year, Tesla nearly reached the 500,000 mark in Q3. This time, the US EV manufacturer falls short of that result.
Looking at the model range statistics published in Tesla’s brief statement on production and deliveries: with 457,387 Model 3/Y vehicles produced and 478,237 delivered, the overwhelming majority (as usual) falls to the two mid-range models. The ‘other’ model ranges – primarily the Cybertruck, the Semi, and any remaining inventory of Model S and Model X – accounted for a marginal 7,004 units produced and 8,295 delivered.
In addition to vehicles, Tesla also addresses the installation of energy storage products. In the third quarter, the company delivered 13.7 GWh of home storage systems and commercial large-scale batteries. How all this translates into revenue and profit statistics will be revealed by Tesla on 21 October with the release of its third-quarter financial results, which typically occur late in the evening on European time.
ir.tesla.com
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