Q2 2026 Delivery Consensus
Please find below the latest company-compiled delivery consensus of sell-side analysts. Tesla does not endorse any information, recommendations or conclusions made by the analysts. Q1-2026 represents actual figures while Q2-2026 onwards represents company-compiled consensus estimates.
Estimates provided by: Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BNP Paribas, GS, RBC, Evercore ISI, Barclays, BofA, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co, HSBC, William Blair.
| Q1-2026 | Q2-2026 | 2026 | 2027 | 2028 | 2029 | 2030 | |
| Model 3/Y deliveries | 341,893 | 392,625 | 1,595,103 | 1,727,302 | 1,856,752 | 2,057,565 | 2,225,059 |
| All other models | 16,130 | 12,978 | 56,123 | 91,882 | 179,295 | 260,406 | 362,663 |
| Total deliveries | 358,023 | 406,024 | 1,654,808 | 1,824,568 | 2,065,389 | 2,365,715 | 2,649,054 |
| Median | 408,609 | 1,667,842 | 1,809,297 | 1,971,762 | 2,167,318 | 2,415,969 | |
| Standard deviation | 14,922 | 65,814 | 169,564 | 379,522 | 619,641 | 760,060 | |
| Number of estimates provided | 22 | 22 | 22 | 21 | 17 | 17 | |
| Energy Storage Deployments (GWh) | 8.8 | 13.8 | 57.9 | 79.8 | 99.9 | 122.1 | 150.1 |
| Median | 13.9 | 56.0 | 75.0 | 98.9 | 125.1 | 150.7 | |
| Standard deviation | 2.5 | 6.5 | 12.2 | 12.8 | 15.9 | 30.7 | |
| Number of estimates provided | 17 | 17 | 17 | 16 | 12 | 12 |