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Tesla (TSLA) Q2 2026 deliveries jump 25% to 480,126, beating estimates
Electrek • • business
Key Points:
- Tesla delivered 480,126 vehicles in Q2 2026, marking a 25% year-over-year increase and surpassing Wall Street estimates by roughly 74,000 units, making it the company's strongest second quarter ever.
- The majority of deliveries came from the Model 3 and Model Y, with Tesla delivering more vehicles than it produced in the quarter, reducing inventory by about 28,000 units.
- This quarter's delivery growth is Tesla's first after two years of decline, with a 34% increase from Q1 2026 and beating analyst forecasts by 18%.
- Tesla deployed 13.5 GWh of energy storage products in Q2 2026, a 40% increase from the previous year, though slightly below analyst expectations.
- Despite Tesla's delivery surge, Chinese automaker BYD remains ahead with 557,090 fully electric vehicle deliveries in Q2 2026, though Tesla has narrowed the gap significantly.
