- Tesla delivered 480,126 vehicles in the second quarter of 2026, surpassing the Wall Street consensus estimate of approximately 406,000.
- The delivery figures represent a 25% year-over-year increase and mark the strongest second-quarter performance in the company's history.
- Tesla is significantly increasing its capital expenditure to $25 billion this year, triple the previous year's outlay, to fund Optimus robotics and autonomous Cybercab development.
Quotes
“This was a much stronger than expected deliveries number, which we think was primarily driven by China and Europe.”