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Tesla reports 358,000 first-quarter vehicle deliveries, down 14% from last quarter
Tesla produced 50,363 more vehicles than it delivered, and energy storage deployments fell 38% from the prior quarter, deepening concerns about demand.
- 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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29 Articles
29 Articles
Sales of e-car manufacturer Tesla are under pressure. In the first quarter, the company delivered 358.023 vehicles worldwide - less than expected. This is due to the end of US tax credits for e-cars and the ongoing competition from rivals such as BYD.
Tesla Delivers 358,023 Vehicles in 1st Quarter — CHARTS & GRAPHS - CleanTechnica
Tesla delivered just 358,023 vehicles in the 1st quarter, which was a 6.3% increase over Q1 2025, but was also the second worst quarter for the company since Q3 2022. Meanwhile, the company produced 408,386 vehicles. Let’s take a little closer look at the vehicle deliveries, including some estimates on ... [continued] The post Tesla Delivers 358,023 Vehicles in 1st Quarter — CHARTS & GRAPHS appeared first on CleanTechnica.
Coverage Details
Total News Sources29
Leaning Left6Leaning Right5Center8Last UpdatedBias Distribution42% Center
Bias Distribution
- 42% of the sources are Center
42% Center
L 32%
C 42%
R 26%
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