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Tesla (NASDAQ: TSLA) reports Q1 2026 production, deliveries and storage

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

Rhea-AI Filing Summary

Tesla, Inc. reported preliminary operational metrics for the first quarter of 2026, highlighting vehicle production, deliveries and energy storage deployments. The company produced over 408,000 vehicles and delivered over 358,000 vehicles in Q1 2026, while deploying 8.8 GWh of energy storage products.

The update breaks out Model 3/Y and other models, and notes that a small portion of deliveries are subject to operating lease accounting. Tesla plans to release full Q1 2026 financial results and hold a live Q&A webcast on April 22, 2026, after market close.

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Insights

Tesla gives Q1 2026 volume update ahead of full earnings.

Tesla discloses Q1 2026 operating metrics, producing 408,386 vehicles and delivering 358,023. Model 3/Y accounts for the vast majority, with 394,611 units produced and 341,893 delivered. The company also reports 8.8 GWh of energy storage deployments, underscoring growth in its non-auto segment.

The disclosure emphasizes that deliveries and storage deployments are only two performance measures and should not be used alone to infer quarterly financial results. Profitability will depend on factors such as average selling prices, costs and foreign exchange, which will be detailed in the 10-Q for the quarter ended March 31, 2026.

Tesla will publish full Q1 2026 financial results and host a webcast on April 22, 2026. Investors can then see how these volumes translate into revenue, margins, net income and cash flow, as well as hear management’s discussion of business conditions and outlook.

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.
Total vehicle production 408,386 vehicles Q1 2026
Total vehicle deliveries 358,023 vehicles Q1 2026
Model 3/Y production 394,611 vehicles Q1 2026
Model 3/Y deliveries 341,893 vehicles Q1 2026
Other models deliveries 16,130 vehicles Q1 2026
Energy storage deployments 8.8 GWh Q1 2026
Q1 2026 results webcast date April 22, 2026 After market close
Webcast time 4:30 p.m. Central Q1 2026 results Q&A
Item 2.02 Results of Operations and Financial Condition regulatory
"Item 2.02 Results of Operations and Financial Condition. On April 2, 2026, Tesla, Inc. published the press release"
Inline XBRL technical
"104 | 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.
operating lease accounting financial
"Model 3/Y | 394,611 | 341,893 | 1% | Other Models | 13,775 | 16,130 | 2% | Total | 408,386 | 358,023 | 1% |"
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.
energy storage products financial
"we produced over 408,000 vehicles, delivered over 358,000 vehicles and deployed 8.8 GWh of energy storage products."
10-Q regulatory
"as to be disclosed in the 10-Q for the quarter ended on March 31, 2026."
A 10-Q is a company’s required quarterly filing with U.S. regulators that provides updated financial statements, management discussion of results, and disclosures about risks, legal matters and operational changes. Think of it as a quarterly report card and progress update that lets investors track recent performance, spot trends or warning signs between annual reports, and make informed buy/sell decisions based on the latest verified financial and business information.
FALSE000131860500013186052026-04-022026-04-02

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): April 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 April 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 April 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: April 2, 2026

Exhibit 99.1
Tesla First Quarter 2026 Production, Deliveries & Deployments
 
In the first quarter, we produced over 408,000 vehicles, delivered over 358,000 vehicles and deployed 8.8 GWh of energy storage products.

Thank you to all of our customers, employees, suppliers, shareholders and supporters who helped us achieve these results.
 
Q1 2026
 ProductionDeliveriesSubject to operating lease accounting
Model 3/Y
394,611
341,893
1%
Other Models
13,775
16,130
2%
Total
408,386
358,023
1%
***
 
Tesla will post its financial results for the first quarter of 2026 after market close on Wednesday, April 22, 2026. At that time, Tesla will issue a brief advisory containing a link to the Q1 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 Q1 2026 Financial Results and Q&A Webcast
When: Wednesday, April 22, 2026
Time: 4:30 p.m. Central Time / 5:30 p.m. Eastern Time
Q1 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 Q1 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 March 31, 2026.

FAQ

What production numbers did Tesla (TSLA) report for Q1 2026?

Tesla produced 408,386 vehicles in Q1 2026. This included 394,611 Model 3/Y vehicles and 13,775 from other models. These figures provide an early view of operational scale ahead of the company’s detailed financial results and margin discussion later in April 2026.

How many vehicles did Tesla (TSLA) deliver in the first quarter of 2026?

Tesla delivered 358,023 vehicles in Q1 2026. This total includes 341,893 Model 3/Y deliveries and 16,130 deliveries from other models. A small portion of these deliveries is accounted for as operating leases, which can affect how related revenue is recognized over time.

What energy storage deployments did Tesla (TSLA) report for Q1 2026?

Tesla reported deploying 8.8 GWh of energy storage products in Q1 2026. This figure covers its stationary storage offerings and highlights the expansion of Tesla’s energy business alongside automotive. Financial impact will be clearer when full quarterly results are released with the 10-Q.

When will Tesla (TSLA) release full Q1 2026 financial results?

Tesla plans to release full Q1 2026 financial results after market close on Wednesday, April 22, 2026. At that time, the company will post a Q1 2026 update on its investor relations website and hold a live webcast to discuss financial performance and business outlook.

What details did Tesla (TSLA) provide about its Q1 2026 earnings webcast?

Tesla’s Q1 2026 financial results and Q&A webcast is scheduled for April 22, 2026 at 4:30 p.m. Central Time (5:30 p.m. Eastern Time). A live webcast and replay will be available on Tesla’s investor relations website, giving investors access to management’s commentary and responses.

Does Tesla (TSLA) say Q1 2026 deliveries indicate its financial results?

Tesla explicitly states that vehicle deliveries and storage deployments are only two measures of performance and should not be relied on as indicators of quarterly financial results. Earnings will also depend on average selling prices, cost of sales, foreign exchange and other factors described in the upcoming 10-Q.

Filing Exhibits & Attachments

4 documents