A Tesla car dealership opens in Manhattan, New York City on June 5, 2025.
Spencer Platt getty images
Tesla posted its vehicle distribution and production The report, due for the first quarter of 2026, is showing signs of improvement after annual declines over the past two years.
Here are the key numbers:
- Total Q1 vehicle deliveries: 358,023
- Total Q1 vehicle production: 408,386
According to StreetAccount estimates, analysts were expecting 370,000 deliveries, while a company-compiled consensus Published March 26, Tesla said the average estimate for the first quarter was 365,645 deliveries.
In the same quarter a year earlier, Tesla reported 336,681 deliveries, a 13% decline compared to the first quarter of 2024. Tesla’s total deliveries in 2025 fall to 1.64 million in 2024 from 1.79 million.
Sales of Tesla’s entry-level Model 3 sedan and its most popular Model Y SUV stood at 341,893 in the quarter, the company said in its latest report. Deliveries are the closest estimate of sales reported by Elon Musk’s EV maker, but are not precisely defined in the company’s shareholder communications.
While Musk is refocusing the company on building the driverless Cybercab and the Optimus humanoid robot, Tesla has not yet sold those products and still relies on auto sales for the bulk of its revenue. In January, Tesla announced it was ceasing production of its flagship Model S and
The S and Last year, 97% of the company’s deliveries were from 3&Y.
Musk said in a post on his social network X on Wednesday that orders for the S and He said, “We will hold an official ceremony to mark the end of an era. I love those cars.”
The angular, steel Cybertruck, which Tesla plans to begin delivering to customers in late 2023, has not become a mainstream success. Tesla is set to ramp up deliveries of its fully electric Semi, a Class 8 truck with a proposed range of 500 miles, in 2026.
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