Tesla announced on Thursday that its global vehicle deliveries increased by 6.3% in the first quarter of 2026, while production jumped by 12.6% to 408,386 units.
Of those, 394,611 were Model 3 and Model Y vehicles while 13,775 were Model S, Model X, and Cybertruck vehicles.
The company stopped producing its flagship models this week and is currently selling inventory units.
On the other hand, Tesla is preparing to begin production of the new Semi later this year, while the fully autonomous Cybercab model is scheduled to start rolling out on the manufacturing line this month.
The figures showed a 50,363-unit gap between vehicles produced and delivered.
Tesla had posted year on year declines in deliveries in the final two quarters of 2025.
Q1 Deliveries
The Elon Musk-led company has delivered 358,023 vehicles globally between January and March.
Of those, 341,893 were Model 3 and Model Y vehicles, while 16,130 were Model S, Model X, Cybertruck and other models.
The figures represent a 25.6% drop from the 481,166 units sold in the final three months of 2025 — typically the strongest quarter of the year in the automotive industry.
According to the consensus from 23 sell-side analysts, Tesla was expected to report 365,645 vehicles delivered between January and March.
At the start of 2025, Tesla‘s sales were impacted by the production disruption caused by the global transition to the refreshed Model Y, alongside increased competition from Asian manufacturers in the EV segment.
The expiration of the $7,500 federal EV tax credit last September drove sales to an all-time quarterly record in the third quarter.
US EV makers Lucid and Rivian posted their strongest quarter ever and strongest of the year, respectively.
The surge was followed by a weaker-than-expected fourth quarter, going against the industry’s typical pattern of it being the strongest period of the year.
Lineup Updates
In the final quarter of 2025, Tesla launched the Model Y and Model 3 Standard — first in the US, then in Europe — which have lowered the entry-level prices on its best-selling vehicles by around $5,000.
Since then, it has also (re)introduced the seven-seat Model Y in both blocs.
In the Asia-Pacific region, Tesla has been gradually expanding the availability of the three-row Model Y L, following its initial launch in China last summer.
The six-seat SUV has outpaced most of its domestic competitors in the Chinese market.
The company has not yet confirmed whether this model will be offered in Europe — even though it has received approval there — or in the US, where Elon Musk said last year that it “might not ever” debut.
However, the Model Y L was spotted last month at Tesla’s GigaTexas facility, hinting at possible plans.
Semi
Tesla is nearing production of its Semi truck for commercial deployment.
The truck delivers 800 kW of drive power and supports peak charging speeds of 1.2 MW.
Tesla has stated that the majority of the Semi’s 500-mile range can be recovered in a 30-minute charge session.
VP of Vehicle Engineering Lars Moravy said last October that the factory was “going on schedule,” with “the building completed and equipment being installed.”
He projected “larger builds toward the end of this year,” with a ramp in the first two quarters of 2026 and “real volume coming in the back half of the year.”
According to the Semi program head Dan Priestley last month, the company has a fleet of “a few hundred” Semi trucks in commercial operation that have logged 13.5 million combined miles.
He was present alongside Chief Designer Franz von Holzhausen in a recently published episode of Jay Leno’s Garage.
Cybertruck
In February, Tesla introduced a more affordable version of the Cybertruck pick-up, with prices starting from $59,990.
After CEO Elon Musk hinted at a price increase planned for early March, demand for the model skyrocketed.
The model is now priced from $69,990 after a confirmed $10,000 price increase.
Orders placed as of Thursday can expect delivery in “2027.”
Besides the United States, the Cybertruck is available in several Middle Eastern and Asian markets.
Musk wrote on X last week that “the Cybertruck rear bench has three sets of isofix attachments and is wide enough to fit three child seats or three adults.”
A user reacted to the post asking Tesla to build a minivan, to which Musk later replied that “Something way cooler than a minivan is coming.”
The Chief Executive did not specify whether he was referring to a personal vehicle or a purpose-built one — such as the upcoming Robovan.
Transition to Autonomy
Tesla announced in the latest earnings call that it will end production of the flagship Model S and Model X models as it transitions to manufacturing its Optimus humanoid robot.
The two models account for about 3% of the company’s global vehicle deliveries, considering figures from previous delivery reports.
According to Musk, it’s “probably true” that people will forget Tesla ever built cars after the company launches the Optimus V3.
The company is nearing production of its Cybercab model — its first purpose-built, fully autonomous vehicle, which will be used for the Robotaxi service it launched last June in Austin.
Roadster
Tesla‘s management has been stating that the only (personal) vehicle lined up for debut is the second generation of its Roadster model.
“I really think long-term, the only vehicles that we’ll make will be autonomous vehicles,” the CEO said in the latest earnings call, except for “the next-generation Tesla Roadster (second generation), which we’re hoping to debut in April.”
Earlier this month, Musk wrote on X that the “new Roadster unveil [will] probably [be] in late April.”
During Tesla‘s Annual Shareholder Meeting last November, the CEO said the company was “aiming for” the demo and unveiling event to take place on April 1.
Tesla has been filing for several patents and trademarks related to the model this year, including a stylized “Roadster” wordmark, an updated vehicle design, and — earlier this month — a single-seat framework concept.
Production is set to begin next year.
