Tesla this morning released its sales and production numbers for the second quarter of 2026, and the results mark a strong rebound for the automaker. In total, Tesla sold 480,126 EVs during Q2, a 25 percent year-over-year increase.
Model 3 and Y Drive the Bulk of Sales
The Model 3 and Y continue to account for the vast majority of deliveries. Despite its scale, Tesla still only mass-produces these two models, which together accounted for 467,762 deliveries — a 25.2 percent increase compared to Q2 2025. The remaining 12,364 vehicles, a 19 percent increase over the same quarter last year, were a mix of the now-discontinued Models S and X and the Cybertruck, which is sold only in North America and the Middle East.
Production Comes Into Better Balance
Tesla also appears to be getting its overproduction problem under control. As noted when Q1 2026 results were published in March, the company had been repeatedly building more cars each quarter than it could sell. Total production for Q2 was 451,758 vehicles — a 10 percent increase year over year, but nearly 30,000 fewer than the number actually sold during the quarter.
Of those, 442,936 were Model 3 and Y units, an 11.6 percent year-over-year increase. The impact of the Model S and X cancellations is evident in the “other” category, which accounted for just 8,822 vehicles — a 35 percent decrease compared to Q2 2025.
Energy Storage and Regional Performance
Tesla’s energy storage business also posted strong results, with 13.5 GWh deployed in Q2 2026, a 40 percent increase over Q2 2025. Although Tesla does not break out sales by geographic region, registration data indicates that much of the broader sales surge came from Europe, where registrations rose notably through June.
