Tesla, Inc. (TSLA) disclosed its first-quarter vehicle production and delivery numbers, along with the energy storage business sales, on Thursday last week.
In Q1 2026, Tesla delivered a total of 358,023 electric vehicles while producing 408,386 at its Gigafactories in the United States, China, and Germany.
The US-based EV automaker sold a significantly lower number of cars than it manufactured. This means that 50,357 unsold cars rolled over to the next quarter for sales.
On the battery energy storage system (BESS) front, Tesla Energy sold 8.8 GWh of energy products. This is a sharp decline of around ~15% compared to Q1 2025, when the company sold 10.4 GWh of energy storage products (home, commercial, and industrial grade battery packs).
Tesla (TSLA) Q1 2026 Vehicle Production & Deliveries
| Production | Deliveries | Subject 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% |
Like always, in Q1 2026, Tesla Model Y and Model 3 account for the majority of Tesla’s vehicle sales (over 95%). However, the large difference between production and deliveries suggests that Tesla sold fewer Model Y and 3 units than it anticipated. It certainly lost
Tesla started the gradual phaseout of Model S and Model X production earlier this year, as we can see only 13,775 Model S, X, and Cybertruck units were produced in the first quarter.
At the start of the 2nd quarter, Tesla finally ended the production of Model S and Model X at the Fremont factory. Interestingly, Tesla sold more Model S, X, and Cybertruck units than it produced, and there are still some left in inventory (S and X).
Q1 2026 QoQ and YoY Comparisons
Despite challenges like tariffs, the global situation, and tough competition, Tesla sold ~6% more EVs in Q1 2026 compared to the same quarter last year.
In Q1 2025, Tesla sold 336,681 cars. However, last year’s first quarter was a disaster for Tesla in terms of vehicle sales, as deliveries dropped by around 15%. This year, the automaker seems to be recovering from this sales drop.
Tesla does not report the sales figures of Model S, Model X, and the Cybertruck separately. The automaker categorizes it under ‘Other Models’. Interestingly, Tesla sold more Other Models in Q1 2026 than it did in the first quarter of 2025 (16,130 vs 12,881).
It’s not clear if Tesla sold more Cybertrucks in Q1 2026 or more Model S/X units. Customers might have hurried to buy a Model S or Model X before production ended completely.
Compared to the previous quarter, Tesla’s vehicle sales dropped slightly above 14%. In Q4 2025, Tesla delivered 418,227 cars, which is significantly more than Q1 2025 deliveries (358,023 units).
The last quarter of the year is generally good in the automotive industry in terms of vehicle sales. The first quarter is the opposite, car deliveries are globally down after Christmas and New Year sales and discounts discontinue.
Once again, Tesla sold more ‘Other Models’ in the first quarter of 2026 compared to Q4 2025. Another reason might be a subtle increase in Cybertruck sales. However, we might get an answer to this mystery sales hike in the upcoming Q1 2026 Earnings Call and financial update of the company.
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 demonstrates growth in first-quarter vehicle sales in Q1 2026 compared to Q1 2025 (see comparisons), know why.){kind=link}