Did Tesla report a massive sales jump in the second quarter

• Tesla delivered 480,126 vehicles to other car buyers in 2026, which is more than the company’s guidance.
• The company delivered 451,758 vehicles: more than in Model 3 and Model Y, with the difference — in “other models.”
• Deliveries to Europe are expected to increase under the plans for cheaper versions of Model Y and Model 3, while the remaining Full Self-Driving (Supervised) will be delivered as planned.

For the details, see TechCrunch and Ars Technica.

Tesla delivered 480,126 vehicles to other buyers in 2026, which is higher than the guidance, with 384,122 vehicles delivered in the previous year. That’s for the quarter.

In the company’s filings, it delivered 451,758 vehicles to other buyers. Of those, 442,936 were Model 3 sedans and Model Y crossovers, while 12,364 were in the “other models” category, which includes the Cybertruck as well as the Model S and Model X.

FactSet’s data shows that the company’s reported deliveries came in higher than expected, with sales to other car buyers coming in at 401,000. The company also noted that the biggest market for “other models” is Europe, where it sold 300% more than in Germany.

The company expects further growth in deliveries of the new Model Y and Model 3 versions, which are planned to be released next year. It also expects the biggest increase in the number of Full Self-Driving (Supervised) deliveries: the company said it would reach 12,000 units in the next quarter.

Tags: Automotive/Economy/Europe