Business · Updated 21 Oct, 01:43 am IST
Tesla set to report Q3 2026 results after market close on October 21
Why it matters for readers: The report explains why Tesla’s car deliveries can beat forecasts while profit and energy deployments tell a different story.
- Tesla delivered 486,532 vehicles in Q3 2026, down 2.1% from Q3 2025 but above the 461,974 consensus compiled from 24 analysts.1
- Tesla built 464,391 vehicles in the quarter, meaning it delivered 22,141 more cars than it produced and drew down inventory for the second straight quarter.1
- Model 3 and Model Y accounted for 478,237 deliveries while ‘other models’ (including Cybertruck, Semi, Model S and X) fell 48% year-over-year to 8,295 units.1
- Energy deployments were 13.7 GWh, up 9.6% year-over-year but below analyst expectations (around 15.9 GWh) and below the Q4 2025 record of 14.2 GWh.1
- Wall Street consensus revenue for Q3 2026 is about $28.06 billion (Estimize slightly higher at $28.36 billion), roughly flat with Q3 2025.1
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