Tesla delivered 480,126 vehicles in Q2 2026, up 25% year-over-year and 74,000 above Wall Street estimates, ending two years of delivery declines.

The firm now expects Tesla to report approximately 416,000 vehicle deliveries during the second quarter of 2026...

BYD delivered 557K EVs in Q2 2026, positioning to overtake Tesla. Tesla to deliver between 300K and 325K vehicles at 0.1% YES.

Tesla Second Quarter 2026 Production, Deliveries & Deployments

Deliveries outstripped production, suggesting Tesla has cleared some inventory.