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. Electrek reported that analysts had set a consensus of 406,024, and deliveries were up 25% from 384,122 in Q2 2025. The beat on deliveries contrasts with weaker margins reported later in July.
- Q2 2026 deliveries 480,126 vs consensus 406,024 (per Electrek)
- Q2 2026 production 451,758; deliveries exceeded production
- Up 25% YoY from 384,122 deliveries in Q2 2025
- Energy storage deployed 13.5 GWh (up from 9.6 GWh in Q2 2025)
TSLA around the story · hourly24 h reaction ▲ 2.31%
Moves this explains
TSLA−6.69%Jul 1 · Fell 6.7% even though Q2 deliveries of 480,126 beat consensus of about 406,000 and rose 25% year over year. The beat did not lift the shares that day.Source
ElectrekJul 2, 2026