Tesla tops forecasts with 480,126 second-quarter deliveries
Tesla said second-quarter deliveries rose about 25% from a year earlier, exceeding Wall Street expectations after a weak 2025.
By Hana Yoshida · Markets Reporter
2 min read
Tesla reported 480,126 vehicle deliveries for the second quarter of 2026, a result the company said was about 25% higher than the same period last year. The figure matters because deliveries are closely watched as a sales measure for Tesla, which sells directly to consumers, according to The Verge.
The company’s latest production and delivery report showed a stronger rebound than analysts had expected. Yahoo Finance reported that Wall Street investors were looking for Tesla to deliver roughly 400,000 to 420,000 vehicles in the quarter.
Model 3 and Model Y led the quarter
Tesla said it produced 451,758 vehicles from April through June. That total included 442,936 Model 3 and Model Y vehicles, along with 8,822 other vehicles.
The Verge reported that the “other vehicles” category includes models such as the Cybertruck and Tesla Semi. The publication also reported that Tesla discontinued the Model S and Model X earlier this year.
Tesla’s second-quarter production was up from 410,244 vehicles in the second quarter of 2025, according to the company’s figures cited by The Verge. That works out to an increase of about 10% year over year.
Deliveries were higher than production in the quarter. Tesla said it handed over 467,762 Model 3 and Model Y vehicles and 12,364 vehicles in its other category, for a total of 480,126.
The year-earlier comparison was 384,122 deliveries, according to Tesla figures cited by The Verge. The new quarterly total therefore marks a roughly 25% increase from the second quarter of 2025.
Recovery follows a weaker year
The Verge described the report as a sign that Tesla is recovering after a difficult sales year in 2025. The publication also reported that Tesla’s first-quarter 2026 sales were up 6% from a year earlier.
The second-quarter result shows a faster pace of year-over-year delivery growth than the prior quarter, based on those figures. Tesla did not provide broader explanations for the increase in the details reported by The Verge.
The delivery report arrived while Tesla faces continued scrutiny of its partially automated driving technology, according to The Verge. The publication reported that a woman was killed earlier this month after a Tesla driver using Full Self-Driving crashed into her home.
Tesla blamed the driver for that crash, The Verge reported. The National Transportation Safety Board opened an investigation after the incident, according to the same report.
This story draws on original reporting from The Verge.