Model 3 and Model Y
Core volume product: 478,237 Model 3/Y deliveries in Q3 2026, up 2.2% on Q2 2026. Q3 financials are due October 21, 2026.
The numbers
What it is
Tesla's mass-market sedan (Model 3) and crossover (Model Y). Tesla reports the two together as Model 3/Y in its quarterly production and delivery releases, so no separate per-model count is published there.
Why it matters to the stock. Model 3/Y is nearly all of Tesla's unit volume. Its deliveries set the quarterly delivery print that traders compare with consensus, and its pricing drives automotive gross margin, which was 16.9% in Q2 2026.
News
Tesla Q3 2026 deliveries 486,532 beat 461,974 consensus; storage 13.7 GWh
Tesla delivered 486,532 vehicles in Q3 2026 on production of 464,391, beating the company-compiled consensus of 461,974 by about 5%.
NHTSA recall 26V558: 19 Model Y front lateral link fasteners may be under-tightened
Tesla reported recall 26V558 to NHTSA on September 1, 2026, covering 19 2026 Model Y vehicles.
NHTSA opens preliminary probe into about 1.2 million Tesla Model 3 and Model Y over suspension
NHTSA opened a preliminary evaluation covering about 1.2 million Tesla vehicles, 2018 to 2020 Model 3 and 2021 to 2023 Model Y, reported on July 31, 2026.
Tesla Q2 2026 update: FSD (Supervised) approved in Lithuania, Estonia, Denmark and Belgium
Tesla's Q2 2026 update letter says it received further FSD (Supervised) approvals in Lithuania, Estonia, Denmark and Belgium after the Dutch approval.
NHTSA recall 26V445: 2026 Model Y and 2024 Model 3 built for export lack knee airbags
Tesla reported recall 26V445 to NHTSA on July 7, 2026, covering 15 potentially affected vehicles: 2026 Model Y and 2024 Model 3 cars originally built for a foreign market.
Tesla Q2 2026 deliveries 480,126 beat 406,024 consensus, up 25% YoY
Tesla delivered 480,126 vehicles in Q2 2026 against production of 451,758, and deployed 13.5 GWh of storage.
Tesla China May retail rises 22.5% to 47,281 units after April slump
CPCA data released June 8, 2026 showed Tesla sold 47,281 vehicles domestically in China in May, up 22.5% year on year and about 82% from April's 25,956 units.
Tesla recalls 14,575 Model Y over possibly missing weight certification labels
Tesla is recalling 14,575 Model Y vehicles built between November 2025 and April 2026 because a vision-scanning tool used to verify the certification label was performing inconsistently.
Tesla raises US Model Y Premium trim prices by up to $1,000
Tesla raised US prices on the Model Y Premium RWD and Premium AWD by $1,000 each and the Performance trim by $500, according to Carscoops.
Tesla recalls 218,868 vehicles over delayed rearview camera image
Tesla is recalling 218,868 vehicles because a software condition can delay the rearview camera image when the car is put in reverse, after the 2026.8.6 software release.
Tesla Q1 2026 deliveries 358,023, below consensus; 50,363 units added to inventory
Tesla delivered 358,023 vehicles in Q1 2026 against production of 408,386, adding 50,363 units to inventory.
Tesla Q1 2026 delivery consensus set at 365,645 from 23 analysts
Electrek reported on March 26, 2026 that Tesla's company-compiled Q1 2026 delivery consensus was 365,645 vehicles from 23 sell-side analysts, with a median of 363,371.
Tesla China February wholesale jumps 91% to 58,599; retail up 43%
CPCA data published March 12, 2026 showed Tesla's China-made wholesale sales at 58,599 vehicles in February, up 90.95% from a year earlier but down 15.23% from January.
Tesla European registrations rise 10% in February to 17,425 across 15 markets
Electrek's count of Tesla registrations in 15 major European markets came to 17,425 in February 2026, up 10% from February 2025.
Tesla China January wholesale rises 9.3% to 69,129 vehicles
Tesla's China-made wholesale sales, which include domestic deliveries and exports from Shanghai, reached 69,129 vehicles in January 2026 according to preliminary CPCA data.
Tesla drops standard Autosteer from new Model 3 and Model Y orders
From January 23, 2026, new Model 3 and Model Y orders in North America no longer include basic Autopilot as standard.
Tesla Q4 2025 deliveries 418,227 as production ran ahead of sales
Tesla delivered 418,227 vehicles in Q4 2025 and produced 434,358, so inventory grew by about 16,000 units.