Tesla reported third-quarter 2026 production of 464,391 vehicles and deliveries of 486,532 vehicles on October 2, 2026, along with 13.7 GWh of energy storage products deployed, in a press release furnished to the U.S. Securities and Exchange Commission as an exhibit to a Form 8-K.
Q3 2026 Model-Line Breakdown
Model 3 and Model Y vehicles accounted for 457,387 units produced and 478,237 delivered in the quarter, according to the release, with 1% of those deliveries subject to operating lease accounting. Tesla’s other models, grouped under a single line in the release, accounted for 7,004 units produced and 8,295 delivered, with 4% of those deliveries subject to operating lease accounting. Across all vehicles, 1% of third-quarter deliveries fell under operating lease accounting. In the release, Tesla thanked its customers, employees, suppliers, shareholders and supporters for helping achieve the quarterly results.
Furnished Filing and Stated Limitations
The Form 8-K filing was accepted by the SEC’s EDGAR system at 9:04 a.m. Eastern Time on October 2, 2026, and lists two disclosure items: Item 2.02, covering results of operations and financial condition, and Item 9.01, covering financial statements and exhibits. The Form 8-K is a current report submitted pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934.
The current report states that Tesla published the press release on October 2, 2026, and identifies the document as Exhibit 99.1, dated the same day. The information is furnished under Item 2.02 rather than filed, the report states, and is not deemed filed for purposes of Section 18 of the Exchange Act or incorporated by reference into filings under the Securities Act of 1933 or the Exchange Act unless specifically referenced. The report is signed by Brandon Ehrhart, Tesla’s general counsel and corporate secretary.
Tesla stated that its net income and cash flow results will be announced along with the rest of its financial performance when it announces third-quarter earnings. The company stated that vehicle deliveries and storage deployments represent only two measures of its financial performance and should not be treated as an indicator of quarterly financial results, which it said depend on a variety of factors including average selling price, cost of sales and foreign exchange movements, among others to be disclosed in its Form 10-Q quarterly report for the period ended September 30, 2026. The release also states that Tesla’s vehicle production and delivery numbers represent passenger vehicles sold to customers.
Earlier Quarterly Reports
Tesla’s second-quarter 2026 report, furnished to the SEC on July 2, 2026, reported production of 451,758 vehicles and deliveries of 480,126 vehicles, along with 13.5 GWh of energy storage products deployed. Model 3 and Model Y vehicles accounted for 442,936 units produced and 467,762 delivered in that quarter, while other models accounted for 8,822 produced and 12,364 delivered. Two percent of second-quarter deliveries in each vehicle line, and in total, were subject to operating lease accounting.
Tesla’s third-quarter 2025 report, furnished to the SEC on October 2, 2025, reported production of 447,450 vehicles and deliveries of 497,099 vehicles, with 12.5 GWh of energy storage products deployed, results Tesla described at the time as “a record for both deliveries and deployments.” Model 3 and Model Y vehicles accounted for 435,826 units produced and 481,166 delivered in that quarter, while other models accounted for 11,624 produced and 15,933 delivered. In that report, 2% of Model 3 and Model Y deliveries and 7% of other-model deliveries were subject to operating lease accounting, with 2% of total deliveries under operating leases.
Q3 2026 Results Set for October 21
Tesla will post its third-quarter 2026 financial results after market close on October 21, 2026, according to the release, issuing a brief advisory containing a link to its Q3 2026 update on the company’s investor relations website. Tesla management will hold a live question-and-answer webcast that day at 4:30 p.m. Central Time, or 5:30 p.m. Eastern Time, to discuss the company’s financial and business results and outlook. An archived version of the webcast will be available on the company’s website approximately two hours after the question-and-answer session.
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