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Tesla delivers 486,532 vehicles in Q3 2026

Tesla said an archived version of the Q3 webcast will be available approximately two hours after the live question-and-answer session.

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Form Type
8-K

Rhea-AI Filing Summary

Tesla, Inc. produced 464,391 vehicles and delivered 486,532 in the third quarter of 2026, and deployed 13.7 GWh of energy storage products. Model 3/Y accounted for 457,387 production and 478,237 deliveries; other models accounted for 7,004 production and 8,295 deliveries. Tesla said its vehicle production and delivery numbers represent passenger vehicles sold to customers.

Tesla said deliveries and storage deployments are only two measures of financial performance and should not be relied on as indicators of quarterly results. It will release third-quarter financial results after market close on October 21, 2026, followed by a live Q&A webcast at 4:30 p.m. Central Time (5:30 p.m. Eastern Time); net income and cash flow will be announced with the rest of its financial performance.

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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, or exhibit attachments filed with this report.
Vehicles produced 464,391 vehicles Third quarter of 2026
Vehicles delivered 486,532 vehicles Third quarter of 2026
Energy storage deployed 13.7 GWh Third quarter of 2026
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.
average selling price financial
"including average selling price"
The average selling price is the mean price a company receives for its products or services over a given period, calculated by dividing total sales value by the number of units sold. Like averaging the price you paid for apples across several trips, it helps investors see whether a business is raising or cutting prices, shifting toward higher- or lower-priced items, and how those changes are likely to affect revenue and profit margins.
cost of sales financial
"cost of sales"
Cost of sales is the direct expense of producing or acquiring the products or services a company sells — for example materials, direct labor and shipping tied to each sale. Investors watch it because subtracting these costs from revenue shows gross profit and reveals how efficiently a business turns inputs into sales; like a baker tracking flour and oven time to see if pastries are priced and produced profitably, rising costs can squeeze margins and signal risk to earnings.
foreign exchange movements financial
"foreign exchange movements"
Changes in the value of one currency compared with another over time, like the price of apples shifting relative to oranges at a market. Investors care because those swings can raise or lower the local-currency value of a company’s sales, costs, assets and debts, affect competitiveness in export markets, and change reported profits even if underlying business performance is unchanged, creating risk and opportunity for returns.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many vehicles did TSLA produce and deliver in Q3 2026?

Tesla produced 464,391 vehicles and delivered 486,532 in Q3 2026. Model 3/Y production was 457,387 and deliveries were 478,237; other-model production was 7,004 and deliveries were 8,295.

How much energy storage did TSLA deploy in Q3 2026?

Tesla deployed 13.7 GWh of energy storage products in Q3 2026.

Are TSLA vehicle deliveries and storage deployments an indicator of quarterly financial results?

Tesla said vehicle deliveries and storage deployments are only two measures of financial performance and should not be relied on as an indicator of quarterly results. It cited average selling price, cost of sales and foreign exchange movements among factors affecting results.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
FALSE000131860500013186052026-10-022026-10-02

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): October 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 October 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 October 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: October 2, 2026

Exhibit 99.1
Tesla Third Quarter 2026 Production, Deliveries & Deployments
 
In the third quarter, we produced over 464,000 vehicles, delivered over 486,000 vehicles and deployed 13.7 GWh of energy storage products.

Thank you to all of our customers, employees, suppliers, shareholders and supporters who helped us achieve these results.
 
Q3 2026
ProductionDeliveriesSubject to operating lease accounting
Model 3/Y
457,387
478,237
1%
Other Models
7,004
8,295
4%
Total
464,391
486,532
1%
***
 
Tesla will post its financial results for the third quarter of 2026 after market close on Wednesday, October 21, 2026. At that time, Tesla will issue a brief advisory containing a link to the Q3 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 Q3 2026 Financial Results and Q&A Webcast
When: Wednesday, October 21, 2026
Time: 4:30 p.m. Central Time / 5:30 p.m. Eastern Time
Q3 2026 Update: https://ir.tesla.com
Webcast: https://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 Q3 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 September 30, 2026. Vehicle production and delivery numbers represent passenger vehicles sold to customers.

Filing Exhibits & Attachments

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