Tesla delivered 480,126 vehicles in Q2 2026, surpassing the Zacks Consensus Estimate of 402,456 units, marking a 34% increase sequentially and a 25% rise year-over-year. This quarter’s performance sets a new benchmark for Tesla, reinstating demand for its vehicles after two years of declining annual deliveries.
Key international markets significantly contributed to this surge, especially in Europe, where sales increased notably, with France experiencing over 655% growth in vehicle registrations in May. Additionally, in China, Tesla’s retail sales for May reached 47,281 vehicles, reflecting a 22.5% year-over-year increase and a substantial 82.2% jump from April.
In energy storage, Tesla deployed 13.5 GWh in Q2, exceeding analysts’ expectations of 11.8 GWh, driven by strong demand for products like Megapack and Powerwall. The company is set to expand its production capacity, with plans for a new Megapack factory near Houston.
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