Tesla Q1 2026 delivery numbers just dropped. 358K delivered, 408K produced.
u/viva_lee ·
Reddit — r/FluentInFinance
· April 03, 2026 at 15:03
· ⬆ 33 pts
· 💬 12 comments
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Tesla filed their Q1 2026 production & delivery report yesterday.
**Production / Deliveries**
* Model 3/Y: 394,611 / 341,893
* Other Models: 13,775 / 16,130
* **Total: 408,386 / 358,023**
* Energy storage: 8.8 GWh deployed
**What stands out**
* \~50K gap between production and deliveries. Inventory increased this quarter.
* Other Models delivered more than produced (16K vs 13K). Clearing existing Cybertruck/S/X inventory.
* No financial numbers yet. Revenue, margins, EPS all come out April 22 earnings call.
**For context (2025 quarterly EPS)**
* Q1: $0.12 / Q2: $0.33 / Q3: $0.39 / Q4: \~$0.24 (derived from FY2025 10-K)
How does Q1 2026 compare?
I've been building a tool that tracks SEC filings and runs AI analysis on them. Here's what Tesla's 8-K looks like in it:
https://preview.redd.it/jsexn9enpzsg1.png?width=1882&format=png&auto=webp&s=9f86c4954c438b2a66d5ce30f69f16dbdc3f0344
\* Source: SEC EDGAR, Tesla 8-K (2026-04-02, accession: 0001628280-26-022956)
***What are you expecting on April 22?***