Tesla Delivers 358,023 Automobiles in 1st Quarter — CHARTS & GRAPHS

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Tesla delivered simply 358,023 automobiles within the 1st quarter, which was a 6.3% improve over Q1 2025, however was additionally the second worst quarter for the corporate since Q3 2022. In the meantime, the corporate produced 408,386 automobiles. Let’s take just a little nearer have a look at the automobile deliveries, together with some estimates on mannequin cut up.

Be aware that for every chart or graph, I’m together with a static picture and an embedded graph — the previous present higher on some units and the latter present higher on others.

We see Tesla’s general long-term quarterly gross sales right here. Q1 2025 was Tesla’s worst quarter in years, however the firm nearly repeated that in Q1 2026. Additionally, notice that Q1 2025 gross sales had been down significantly attributable to all of its Mannequin Y manufacturing traces being shut down briefly to launch the brand new Mannequin Y. Within the long-term context, the Q1 2026 numbers don’t look good.

That is so far as Tesla goes in offering us with a mannequin cut up. Mainly, Tesla Mannequin S, Mannequin X, and Cybertruck gross sales are negligible — and the Mannequin S and Mannequin X are actually being discontinued anyway. The Mannequin 3 and Mannequin Y are what drive the corporate’s gross sales and earnings, however Tesla doesn’t inform us how they’re cut up out, so that is the place we get to some estimates.

Displayed in a couple of other ways, that is how we’re estimating the complete mannequin cut up. In brief, although, not one of the fashions are booming in gross sales. As the very best quantity mannequin, the Y is once more the principle driver of gross sales drops and gross sales will increase.

Would one say that Q1 gross sales had been fairly good contemplating the EV gross sales drop within the US and China, or would one say that is one other signal of hassle for the corporate? Once more, Q1 2025 was a horrible quarter for Tesla, however there was a little bit of a motive for it with the manufacturing pause, and Q1 2026 was barely any higher. Except one thing important modifications, I might assume 2026 will present one other gross sales drop reasonably than a continued improve over 2025. And 2025 was already decrease than 2024, and 2024 decrease than 2023! That 20 million gross sales in 2030 goal is wanting harder and harder.