Tesla deliveries jump 25% as Model 3 and Y lead second quarter
Tesla said it delivered 480,126 EVs in Q2 2026, with Model 3 and Model Y accounting for nearly all sales.
By James Whitfield · Staff Writer
2 min read
Tesla delivered 480,126 electric vehicles in the second quarter of 2026, up 25% from the same period a year earlier, according to figures released by the company. The increase points to stronger demand during April, May and June and helped Tesla sell nearly 30,000 more vehicles than it produced in the quarter.
The Model 3 and Model Y remained the center of Tesla’s auto business. Tesla said those two vehicles accounted for 467,762 deliveries in the quarter, a 25.2% increase from Q2 2025.
Tesla’s remaining deliveries totaled 12,364 vehicles, up 19% year over year, according to the company’s figures. Ars Technica reported that this category includes the now-discontinued Model S and Model X, as well as the Cybertruck, which it said is sold only in North America and the Middle East.
Production trailed deliveries
Tesla produced 451,758 vehicles in the second quarter, according to the company. That was 10% higher than a year earlier, but below the number of vehicles it delivered during the same three-month period.
The gap is notable because Ars Technica reported after Tesla’s first-quarter results that the company had been building more vehicles than it was selling. In Q2, the company’s delivery total exceeded production by 28,368 vehicles, based on Tesla’s reported figures.
Model 3 and Model Y production reached 442,936 vehicles, Tesla said, up 11.6% from Q2 2025. Production in Tesla’s “other models” category fell to 8,822 vehicles, down 35% from the year-earlier quarter.
Ars Technica tied that decline in part to the cancellations of the Model S and Model X. The smaller “other” category now also includes Cybertruck output, according to the outlet’s account of Tesla’s lineup.
Energy storage also grew
Tesla also reported growth in its energy storage business. The company said it deployed 13.5 GWh of energy storage products in the second quarter, a 40% increase from Q2 2025.
The company does not provide vehicle delivery figures by region in its quarterly production and delivery report. Reuters, citing registration data, reported that much of the latest sales increase came from Europe.
The quarterly results give Tesla a stronger sales showing after earlier concerns about inventory buildup. They also show the company’s vehicle deliveries remain heavily dependent on the Model 3 and Model Y, with other models making up a small share of total volume.
This story draws on original reporting from Ars Technica.