This is a routine monthly production/delivery update with no financial data. The key catalyst is the Q3 earnings release on October 21, 2026 — watch for revenue, automotive gross margin, and FSD subscription growth.
Price Chart
Executive Summary
Tesla reported Q3 2026 production of over 464,000 vehicles, deliveries of over 486,000 vehicles, and 13.7 GWh of energy storage deployed. This is a preliminary operational update only — no financial results (revenue, EPS, margins, cash flow) are included. Full Q3 earnings will be released on October 21, 2026.
Key Facts
- Q3 2026 vehicle production: over 464,000 units (Model 3/Y: 457,387; Other: 7,004)
- Q3 2026 vehicle deliveries: over 486,000 units (Model 3/Y: 478,237; Other: 8,295)
- Q3 2026 energy storage deployed: 13.7 GWh
- Full Q3 2026 financial results to be announced on October 21, 2026 after market close
Financial Impact
No financial data in this filing — operational metrics only. Deliveries of ~486k vs Q2 2026 deliveries of 480k imply modest sequential growth of ~1.3%.
Risk Factors
- No financial data in this filing — full earnings on Oct 21 will determine market reaction
- Sequential delivery growth of ~1.3% is modest; any miss on ASP or margin could weigh on the stock
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-064366 |
| Exhibit: exhibit991111111.htm | 0001628280-26-064366 |
| Document: 0001628280-26-064366-index-headers.html | 0001628280-26-064366 |
| Document: 0001628280-26-064366-index.html | 0001628280-26-064366 |
| Document: 0001628280-26-064366.txt | 0001628280-26-064366 |
| 8-K Data (Synthetic) | 0001628280-26-064366 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | ANALYST-UPGRADE | $381.56 | awaiting T+5 | — | $391.62 (+2.64%) |
Oct 22, 2026 4d ago | ANALYST-UPGRADE | $374.58 | awaiting T+5 | — | $391.62 (+4.55%) |
Oct 22, 2026 5d ago | Court Ruling | $372.22 | awaiting T+5 | — | $391.62 (+5.21%) |
Oct 21, 2026 5d ago | 8-K | $374.58 | awaiting T+5 | — | $391.62 (−4.55%) |
Oct 19, 2026 7d ago | DEFA14A | $373.71 | awaiting T+5 | — | $391.62 (+4.79%) |
Oct 19, 2026 7d ago | DEFA14A | $368.06 $391.62 | ▲ +6.40% | ▲ +6.55% | $391.62 (+6.40%) |
Oct 19, 2026 7d ago | DEFA14A | $368.06 $391.62 | ▲ +6.40% | ▲ +6.55% | $391.62 (+6.40%) |
Oct 19, 2026 7d ago | DEFA14A | $368.06 $391.62 | ▲ +6.40% | ▲ +6.55% | $391.62 (+6.40%) |
Oct 19, 2026 7d ago | DEF 14A | $368.06 $391.62 | ▲ +6.40% | ▲ +6.55% | $391.62 (+6.40%) |
Oct 15, 2026 11d ago | Institutional Cluster | $362.44 $374.58 | ▲ +3.35% | ▲ +4.36% | $391.62 (+8.05%) |
US Market Status
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