TSLA · News · 20261002N

Geographic Market Commentary

Tesla, Inc. · 2026-10-02 · Importance 17 · Surprise 24

Tesla’s Q3 delivery performance was supported by stronger European demand, which helped offset weakness in the United States and China. In Canada, Model 3 sales benefited from shipments from China and aggressive pricing after a trade agreement enabled reduced-tariff EV imports. Nearly 16,000 EVs, predominantly Teslas, reportedly entered Canada from China since May, contributing to the company’s global delivery result.