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Tesla reports 358,000 first-quarter vehicle deliveries, down 14% from last quarter

Tesla reported Q1 2026 results today, confirming 358,023 vehicle deliveries, missing the Wall Street consensus of 365,645 vehicles by about 7,600 units.
Production of 408,386 vehicles exceeded deliveries significantly, adding over 50,000 vehicles to inventory in a single quarter and continuing a stock accumulation trend from previous quarters.
The Juniper Model accounted for 394,611 units of production, while Tesla confirmed yesterday that Model S and Model X production has officially ended with only about 600 units remaining in inventory.
Energy storage deployment fell to 8.8 GWh, missing analyst consensus by nearly 40%, removing a key growth pillar as Tesla registrations crashed 17% in Europe.
Elon Musk must explain during the April 22 earnings report how Tesla plans to reach its 1.69 million annual delivery target after starting the year with just 358,023 units.

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14.4 Percent Less: Tesla Deliveries Are Stalled

Sales of e-car manufacturer Tesla are under pressure. In the first quarter, the company delivered 358.023 vehicles worldwide - less than expected. This is due to the end of US tax credits for e-cars and the ongoing competition from rivals such as BYD.

4 hours ago

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New York Post

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Elon Musk’s Tesla posts one of its weakest sales quarters in years as slump continues

Elon Musk’s Tesla posted one of its weakest sales quarters in years to start 2026, as the onetime Wall Street darling struggles to turn around its business.

4 hours ago·New York, United States

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Clean Technica

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Tesla Delivers 358,023 Vehicles in 1st Quarter — CHARTS & GRAPHS - CleanTechnica

Tesla delivered just 358,023 vehicles in the 1st quarter, which was a 6.3% increase over Q1 2025, but was also the second worst quarter for the company since Q3 2022. Meanwhile, the company produced 408,386 vehicles. Let’s take a little closer look at the vehicle deliveries, including some estimates on ... [continued] The post Tesla Delivers 358,023 Vehicles in 1st Quarter — CHARTS & GRAPHS appeared first on CleanTechnica.

4 hours ago

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