TSLA · 10-Q · 2026Q3 · Full report

EV Demand and Order Trends

Tesla, Inc. · 2026-10-22 · Importance 31 · Surprise 32

Tesla produced and delivered approximately 1.32 million consumer vehicles through the third quarter of 2026. The company reported approximately 10% growth in cash deliveries for the first nine months, although third-quarter cash deliveries decreased approximately 2%, primarily because Model S and Model X deliveries declined after their mid-2026 product sunset. Tesla is using competitive pricing, localized procurement, vehicle financing and leasing terms, FSD (Supervised), Robotaxi and Cybercab to support demand, while warning that new competitors, interest rates, inflation and supplier constraints are affecting vehicle pricing and order rates.

Key facts