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. Electrek reported a Wall Street consensus of 365,645 deliveries, so the print missed. Energy storage deployments were 8.8 GWh.
- Q1 2026 deliveries 358,023; production 408,386
- Inventory build 50,363 units (production minus deliveries)
- Wall Street consensus cited by Electrek: 365,645 deliveries (a miss)
- Q1 2025 deliveries were 336,681 (+6% YoY, per Electrek)
- Energy storage deployed 8.8 GWh
TSLA around the story · hourly24 h reaction ▼ 0.79%
Moves this explains
TSLA−4.98%Apr 1 · Fell 5.0% after Q1 deliveries of 358,023 missed the roughly 365,600 consensus, and about 50,000 cars were added to inventory.Source
ElectrekApr 2, 2026