Tesla Vehicle Deliveries and Energy Storage
Tesla delivered 480,126 vehicles and deployed 13.5 GWh of energy storage in Q2 2026, marking a 25% year-over-year increase in deliveries and exceeding analyst expectations, as reported on July 2, 2026. As of July 8, 2026, Tesla achieved its strongest second quarter and first year-over-year growth in two years for vehicle deliveries. This follows a Q1 2026 where Tesla delivered 358,023 vehicles and reported a net income of $477 million, with the company also expanding its unsupervised Robotaxi service to Dallas and Houston on April 18, 2026, and investing approximately $2 billion in xAI.
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July 2026 — 2 developments
Intel Reports $3.7B Q1 Loss Amid Revenue Growth, Foundry Operates at a Loss
Intel reported a Q1 2026 net loss of $3.7 billion, attributed to restructuring and impairment charges, despite overall revenue increasing 7% year-over-year to $13.6 billion. Intel Foundry Services (IFS) revenue grew 16% to $5.4 billion but incurred an operating loss of $2.4 billion. The company is scheduled to report its second-quarter 2026 financial results on July 23, 2026.
Tesla Q2 2026 Deliveries Surge 25% YoY to 480,126 Vehicles, Exceeding Expectations
Tesla reported delivering 480,126 vehicles in Q2 2026, a 25% year-over-year increase that marks its strongest second quarter and first year-over-year growth in two years. The company also deployed 13.5 GWh of energy storage during the quarter, exceeding expectations.
June 2026 — 4 developments
Tesla Q2 2026 delivery consensus revised to 406K vehicles, energy storage to grow
Analysts project Tesla will deliver approximately 406,024 vehicles in Q2 2026, a 5.7% increase year-over-year, with the full-year 2026 consensus revised slightly downward to 1,654,808 vehicles. The energy storage business is expected to deploy 13.8 GWh in Q2 2026, a significant rise from Q1 2026.
Goldman Sachs Raises Tesla Q2 2026 Delivery Forecast; Model S/X Production to Cease
Goldman Sachs raised its Q2 2026 delivery forecast for Tesla to 420,000 units, driven by strong European market performance. Additionally, Tesla's Fremont factory will repurpose production lines, leading to the cessation of Model S and X production in Q2 2026.
Tesla Reports Q1 2026 Financials: Revenue $22.39B, Deliveries Miss Production
Tesla reported Q1 2026 net income of $477 million on revenue of $22.39 billion, with 358,023 vehicles delivered against 408,386 produced. Energy storage deployment decreased to 8.8 GWh from the previous quarter's record. Analyst consensus for Q1 2026 deliveries was around 365,645 vehicles.
Tesla Reports Q4 2025 Earnings: AI Pivot, Record Energy Storage, Model S/X Production End
Tesla reported its Q4 2025 earnings on January 28, 2026, revealing an EPS of $0.50 and revenue of $24.9 billion, surpassing expectations. The company announced a strategic pivot to become a 'physical AI company,' highlighting progress in FSD, Robotaxi, and Optimus, while also noting the discontinuation of Model S and X production in May 2026. Despite a 16% year-over-year decline in Q4 vehicle deliveries, Tesla achieved record energy storage deployments of 14.2 GWh.
April 2026 — 4 developments
Tesla expands Robotaxi service to Dallas and Houston, becoming first major U.S. operator to run commercial driverless fleet across multiple cities
Tesla expanded its unsupervised Robotaxi service to Dallas and Houston, Texas, on April 18, 2026, becoming the first major U.S. operator to run a commercial driverless fleet across multiple cities simultaneously. This expansion occurs as the company prepares to release its first-quarter 2026 financial results.
Tesla shares surge 14% despite trimmed 2026 outlook and missed Q1 delivery figures
Tesla shares surged 14% in the week leading up to April 18, 2026, despite broader market selloffs and company-specific headwinds. This surge occurred alongside a trimmed 2026 annual outlook, following Q1 2026 delivery figures that missed expectations.
Tesla announces $2 billion investment in xAI, plans over $20 billion in 2026 capital expenditures
Tesla announced an agreement to invest approximately $2 billion in Elon Musk's AI startup, xAI, as part of its transition towards becoming a "physical AI company." The company also plans over $20 billion in capital expenditures for 2026 to support AI and robotics initiatives. This follows Q1 2026 delivery figures that missed consensus estimates and showed a significant inventory build, raising concerns about near-term demand.
Tesla stock drops over 5% in largest single-day decline since 2020
Tesla's stock price fell by over 5% on April 2, 2026, marking its largest single-day drop since 2020 and a year-to-date decline of nearly 20%. This decline is attributed to concerns about slowing automotive growth and uncertainty surrounding future ventures like Robotaxi and Optimus.
January 2026 — 7 developments
Tesla's Q4 2025 Gross Margin Exceeds 20.1%, Highest in Over Two Years
During the Q4 2025 earnings call, Tesla reported its total gross margin exceeded 20.1%, the highest in over two years. Automotive margins, excluding credits, also improved sequentially from 15.4% to 17.9%.
Tesla Reports Q4 2025 Earnings, Exceeding Analyst EPS Expectations
Tesla released its Q4 2025 earnings, reporting non-GAAP EPS of $0.50 and total revenues of $24.901 billion, with EPS exceeding analyst expectations.
BYD surpasses Tesla as world's top EV seller in Q4 2025 and full year 2025
Chinese competitor BYD surpassed Tesla as the world's top EV seller in Q4 2025 and for the full year 2025, marking a significant shift in the electric vehicle market.
Wall Street analysts project Tesla Q4 2025 earnings and revenue decline
Wall Street analysts anticipate a year-over-year decline in Tesla's Q4 2025 earnings and revenues, with Zacks Consensus Estimates projecting EPS at $0.44 per share and revenues at $25 billion. This represents a projected decline of 40% for EPS and 3% for revenues.
Tesla to Release Q4 2025 Earnings Report on January 28, 2026
Tesla is scheduled to release its Q4 2025 earnings report on January 28, 2026.
Tesla stock falls 2.6% on Q4 delivery results, then rallies 4%
Tesla's stock initially fell 2.6% on January 2, 2026, the day Q4 delivery results were released. The stock then rallied 4% on January 5, 2026.
Tesla misses Q4 2025 delivery expectations, reports record energy storage deployments
Tesla reported Q4 2025 production of 434,358 vehicles and deliveries of 418,227 vehicles, missing consensus expectations. For the full year 2025, production reached 1,654,667 vehicles and deliveries were 1,636,129 vehicles, alongside a record 14.2 GWh in Q4 energy storage deployments. Despite the delivery miss, Tesla's stock rallied 4%, attributed by analysts to investor focus on AI and other future technologies.
December 2025 — 5 developments
Analysts project 15% sequential drop in Q4 2025 deliveries due to EV tax credit expiration
Analysts project a 15% sequential drop in Q4 2025 deliveries from Q3 2025's 497,099 units. This anticipated decline is primarily attributed to the expiration of the $7,500 federal EV tax credit on September 30, 2025, which caused a pull-forward of demand into Q3.
Tesla releases lower-than-expected consensus ahead of official results
Analysts and media widely interpreted Tesla's public release of a lower-than-expected consensus as a defensive strategy to lower market expectations and potentially 'anchor' the narrative ahead of the official results.
Tesla faces second consecutive annual decline in vehicle sales with 8.3% decrease projected for 2025
The consensus also indicated full-year 2025 delivery estimates of approximately 1,640,752 vehicles, an 8.3% decrease from 2024, signaling a second consecutive annual decline in vehicle sales for Tesla.
Analysts project 15% decline in Q4 2025 vehicle deliveries
The published consensus, compiled from 20 sell-side analysts, projected Q4 2025 vehicle deliveries at 422,850 units, which represents a 15% decline compared to the same period last year.
Tesla shared delivery estimates privately with analysts and investors
Prior to this event, Tesla's standard operating procedure was to compile analyst consensus estimates for deliveries but only share this data privately with a select list of analysts and major investors via email.