TSLA · 10-Q · 2026Q2 · Full report

EV Unit Sales and Revenue

Tesla, Inc. · 2026-07-23 · Importance 65 · Surprise 48

Tesla reports producing ~860 thousand consumer vehicles and delivering ~838 thousand consumer vehicles through the second quarter of 2026, and highlights automotive sales revenue increases of $4.22 billion (27%) for the quarter and $6.77 billion (24%) year-to-date driven primarily by higher cash deliveries. The company attributes part of the year-over-year change to bringing down factories for a Model Y changeover in the prior period, improved sales mix, foreign currency translation and higher FSD (Supervised) subscription revenue. Automotive sales and deliveries remain central to Tesla’s cash generation and are tied to vehicle affordability initiatives, localized procurement, and product features that leverage AI. Tesla notes gross margin fluctuations tied to changes in deliveries and regulatory credits.

Key facts