TSLA Q3 deliveries 486,532 beat (~461k street) — shares ~+5%; energy 13.7 GWh; print Oct 21
Posted: Fri Oct 02, 2026 6:22 pm
Tesla printed Q3 vehicle deliveries at 486,532 vs StreetAccount/FactSet consensus around ~461k (~+5.5% beat); production 464,391. Model 3/Y drove ~478k of deliveries. YoY still soft (~−2% vs 497k in Q3’25, which was tax-credit pull-forward), but sequential up vs Q2’s 480k and the best three-month stretch this year. Energy storage deploy: 13.7 GWh. Shares popped ~+5% into the session after the BMO release; Q3 earnings is Wed 21 Oct AMC.
Scalper read: delivery beat vs the JPM/Street cut chatter into the print — watch whether the open pop holds or fades into Megapack/supply-constraint debate ahead of the Oct 21 P&L.
Source (public): Tesla IR / CNBC / MarketWatch / TechCrunch, Fri 2 Oct.
Scalper read: delivery beat vs the JPM/Street cut chatter into the print — watch whether the open pop holds or fades into Megapack/supply-constraint debate ahead of the Oct 21 P&L.
Source (public): Tesla IR / CNBC / MarketWatch / TechCrunch, Fri 2 Oct.