US EditionTesla reports 358,000 first-quarter vehicle deliveries, down 14% from last quarter
Tesla’s deliveries rose 6.3% from a year earlier, but production outpaced sales by 50,363 vehicles and energy storage deployments fell 15%.
- Tesla reported Q1 2026 results today, confirming 358,023 vehicle deliveries, missing the Wall Street consensus of 365,645 vehicles by about 7,600 units.
- Production of 408,386 vehicles exceeded deliveries significantly, adding over 50,000 vehicles to inventory in a single quarter and continuing a stock accumulation trend from previous quarters.
- The Juniper Model accounted for 394,611 units of production, while Tesla confirmed yesterday that Model S and Model X production has officially ended with only about 600 units remaining in inventory.
- Energy storage deployment fell to 8.8 GWh, missing analyst consensus by nearly 40%, removing a key growth pillar as Tesla registrations crashed 17% in Europe.
- Elon Musk must explain during the April 22 earnings report how Tesla plans to reach its 1.69 million annual delivery target after starting the year with just 358,023 units.
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Tesla a report livrări de 358.023 vehicule în primul trimestru din 2026, în scădere cu 14% faţă de trimestrul precedent, dar în creştere cu 6% comparativ cu aceeaşi perioadă a anului trecut, relatează CNBC.
Tesla sees modest quarterly sales uptick
Tesla sold slightly more cars in the first quarter of 2026 compared to the same period last year, but the figures missed expectations and failed to impress investors. The US EV giant run by Elon Musk has an “overproduction problem,” Ars Technica wrote, building many more units than it’s selling. But the modest year-on-year sales increase is nevertheless notable because US buyers did not benefit from now-extinct federal tax credits. Rising gas pr…
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be. We are seeing that shift occur in real time. Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2. The figure represents modest year-over-year growth of roughly 6 percent from…
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