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.

Tesla will report second-quarter deliveries later this week, even as Wall Street becomes increasingly focused on FSD and robotaxis.

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

Tesla Second Quarter 2026 Production, Deliveries & Deployments