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Tesla (NASDAQ: TSLA) details Q2 2026 deliveries and energy storage

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Tesla, Inc. reported operational metrics for the second quarter of 2026. The company produced 451,758 vehicles, delivered 480,126 vehicles, and deployed 13.5 GWh of energy storage products.

Model 3/Y accounted for most activity, with 442,936 vehicles produced and 467,762 delivered, while other models contributed 8,822 produced and 12,364 delivered. About 2% of deliveries were subject to operating lease accounting.

Tesla plans to release full Q2 2026 financial results after market close on July 22, 2026, followed by a live webcast with management to discuss financial and business results and outlook. The company noted that deliveries and storage deployments alone should not be relied on as indicators of quarterly financial results.

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Insights

Tesla shared Q2 2026 volumes ahead of detailed earnings.

Tesla released headline Q2 2026 operating data: 451,758 vehicles produced, 480,126 delivered, and 13.5 GWh of energy storage deployed. Model 3/Y dominated volumes, with other models contributing a smaller share.

The company emphasized that these figures are only part of overall performance, as profitability will depend on average selling prices, cost of sales, foreign exchange and other factors to be detailed in the Q2 2026 Form 10-Q. This keeps the information primarily operational rather than financial.

Tesla scheduled its full Q2 2026 financial release and management webcast for July 22, 2026. At that time, revenue, net income and cash flow results will be disclosed, allowing investors to connect these delivery and storage metrics to margins and overall earnings quality.

Item 2.02 Results of Operations and Financial Condition Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Vehicle production total 451,758 vehicles Q2 2026 total production
Vehicle deliveries total 480,126 vehicles Q2 2026 total deliveries
Model 3/Y production 442,936 vehicles Q2 2026 production
Model 3/Y deliveries 467,762 vehicles Q2 2026 deliveries
Other models production 8,822 vehicles Q2 2026 production
Other models deliveries 12,364 vehicles Q2 2026 deliveries
Energy storage deployments 13.5 GWh Q2 2026 energy storage products
Deliveries under leases 2% Q2 2026 deliveries subject to operating lease accounting
operating lease accounting financial
"Subject to operating lease accounting"
Operating lease accounting is the bookkeeping method that records a company’s rented assets and the remaining rent payments on its financial statements instead of treating them as purchases. Think of it like listing a long-term rental on your household budget as both an item you use and the unpaid rent you owe; it changes reported assets, liabilities and profit margins. Investors care because it affects key measures like leverage, return on assets and operating profit, so it alters comparisons between companies and the view of financial health.
Inline XBRL technical
"Cover Page Interactive Data File (embedded within the Inline XBRL document)"
Inline XBRL is a file format for financial filings that embeds machine-readable data tags directly inside the human-readable report, so the same document can be read by people and parsed by software. For investors it makes extracting, comparing and verifying financial numbers faster and more reliable—like a grocery list where each item also has a barcode—reducing manual errors and speeding up analysis.
energy storage products financial
"deployed 13.5 GWh of energy storage products"
Investor Relations website financial
"which will be available on Tesla’s Investor Relations website"
An investor relations website is a company's online page where it shares important information with current and potential investors, like financial results, company news, and future plans. It’s like a company’s official report card that helps people understand how the business is doing and decide whether to invest or stay informed.
Vehicle production 451,758 vehicles
Vehicle deliveries 480,126 vehicles
Energy storage deployments 13.5 GWh
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Learn about SEC filing dates
FALSE000131860500013186052026-07-022026-07-02

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, DC 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of report (Date of earliest event reported): July 2, 2026
Tesla, Inc.
(Exact Name of Registrant as Specified in Charter)
Texas001-3475691-2197729
(State or Other Jurisdiction
of Incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
1 Tesla Road
Austin, Texas 78725
(Address of Principal Executive Offices, and Zip Code)
(512) 516-8177
Registrant’s Telephone Number, Including Area Code
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
 oWritten communication pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communication pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-commencement communication pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading Symbol(s)Name of each exchange on which registered
Common stockTSLAThe Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).
Emerging growth company o
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o



Item 2.02    Results of Operations and Financial Condition.
On July 2, 2026, Tesla, Inc. published the press release which is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

This information is intended to be furnished under Item 2.02 of Form 8-K and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act as shall be expressly set forth by specific reference in such a filing.
Item 9.01    Financial Statements and Exhibits.
(d)Exhibits.
Exhibit No.Description
99.1
Press release of Tesla, Inc., dated July 2, 2026.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 TESLA, INC.
By:/s/ Brandon Ehrhart
 Brandon Ehrhart
General Counsel and Corporate Secretary
Date: July 2, 2026

Exhibit 99.1
Tesla Second Quarter 2026 Production, Deliveries & Deployments
 
In the second quarter, we produced over 450,000 vehicles, delivered over 480,000 vehicles and deployed 13.5 GWh of energy storage products.

Thank you to all of our customers, employees, suppliers, shareholders and supporters who helped us achieve these results.
 
Q2 2026
 ProductionDeliveriesSubject to operating lease accounting
Model 3/Y
442,936
467,762
2%
Other Models
8,822
12,364
2%
Total
451,758
480,126
2%
***
 
Tesla will post its financial results for the second quarter of 2026 after market close on Wednesday, July 22, 2026. At that time, Tesla will issue a brief advisory containing a link to the Q2 2026 update, which will be available on Tesla’s Investor Relations website. Tesla management will hold a live question and answer webcast that day at 4:30 p.m. Central Time (5:30 p.m. Eastern Time) to discuss the Company’s financial and business results and outlook.
 
What: Tesla Q2 2026 Financial Results and Q&A Webcast
When: Wednesday, July 22, 2026
Time: 4:30 p.m. Central Time / 5:30 p.m. Eastern Time
Q2 2026 Updatehttps://ir.tesla.com
Webcasthttps://ir.tesla.com (live and replay)

Approximately two hours after the Q&A session, an archived version of the webcast will be available on the Company’s website.

For additional information, please visit https://ir.tesla.com.

Investor Relations Contact:
ir@tesla.com

***

Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q2 earnings. Tesla vehicle deliveries and storage deployments represent only two measures of the Company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including average selling price, cost of sales, foreign exchange movements and others as to be disclosed in the 10-Q for the quarter ended on June 30, 2026.

FAQ

What were Tesla (TSLA) vehicle production numbers in Q2 2026?

Tesla produced 451,758 vehicles in Q2 2026. This included 442,936 Model 3/Y units and 8,822 units of other models, providing a clear view of the company’s manufacturing activity during the quarter before full financial results are released.

How many vehicles did Tesla (TSLA) deliver in Q2 2026?

Tesla delivered 480,126 vehicles in Q2 2026. Deliveries comprised 467,762 Model 3/Y vehicles and 12,364 other models, with about 2% of deliveries subject to operating lease accounting, offering insight into sales volume ahead of full earnings disclosure.

What were Tesla (TSLA) energy storage deployments in Q2 2026?

Tesla deployed 13.5 GWh of energy storage products in Q2 2026. This figure reflects the scale of its energy business alongside automotive operations and will later be tied to revenue and profitability when full quarterly financial results are announced.

When will Tesla (TSLA) release full Q2 2026 financial results?

Tesla plans to post full Q2 2026 financial results after market close on July 22, 2026. Management will host a live Q&A webcast that day at 4:30 p.m. Central Time to discuss financial performance and business outlook.

Does Tesla (TSLA) say Q2 2026 deliveries indicate financial results?

Tesla explicitly states that vehicle deliveries and storage deployments are only two measures of performance. The company notes these should not be relied on as indicators of quarterly financial results, which depend on pricing, costs, foreign exchange and other factors.

Where can investors access Tesla (TSLA) Q2 2026 updates and webcast?

Investors can access the Q2 2026 update and webcast via Tesla’s investor relations website at https://ir.tesla.com. A live webcast will accompany the results release, and an archived replay will be available roughly two hours after the Q&A session.

Filing Exhibits & Attachments

4 documents