Tesla reported Q3 2026 sales of 486,532 EVs, a 2.1% year-over-year decline that still beat analyst expectations, while Cybertruck and other non-3/Y models saw sales fall nearly 48%. Production rose slightly and energy storage deployments grew 9.6%, with full financial results due October 21.
<p>Tesla sold 486,532 electric vehicles during the third quarter of 2026. That’s a 2.1 percent decrease on the same quarter in 2025, when the company found homes for 497,099 EVs, and one might think that would be bad news for a company valued on the premise of near-constant growth.</p>
<p>But Tesla stock is up this morning; the year-over-year numbers might look bad, but the company still exceeded analysts’ expectations of 456,600 cars, which would have been a larger 8 percent year-on-year decline</p>
<p>Total production at Tesla actually increased year over year; it built 464,391 vehicles—a 3.7 percent increase—457,387 of which were Models 3 and Y (a 4.9 percent increase year over year). The remaining 7,004 were other models, mostly Cybertrucks, with presumably some Semis and Cybercabs, as the Models S and X are now retired; this category saw a 39.8 percent decrease year over year.</p><p><a href="https://arstechnica.com/cars/2026/10/tesla-sales-drop-2-percent-in-underwhelming-q3-2026/">Read full article</a></p>
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# Cybertruck sales in free fall as Tesla reports mediocre sales for Q3
Source: [https://arstechnica.com/cars/2026/10/tesla-sales-drop-2-percent-in-underwhelming-q3-2026/](https://arstechnica.com/cars/2026/10/tesla-sales-drop-2-percent-in-underwhelming-q3-2026/)
Tesla sold 486,532 electric vehicles during the third quarter of 2026\. That’s a 2\.1 percent decrease on the same quarter in 2025, when the company found homes for 497,099 EVs, and one might think that would be bad news for a company valued on the premise of near\-constant growth\.
But Tesla stock is up this morning; the year\-over\-year numbers might look bad, but the company still exceeded analysts’ expectations of 456,600 cars, which would have been a larger 8 percent year\-on\-year decline
Total production at Tesla actually increased year over year; it built 464,391 vehicles—a 3\.7 percent increase—457,387 of which were Models 3 and Y \(a 4\.9 percent increase year over year\)\. The remaining 7,004 were other models, mostly Cybertrucks, with presumably some Semis and Cybercabs, as the Models S and X are now retired; this category saw a 39\.8 percent decrease year over year\.
But the company couldn’t sell all the cars it made in Q3\. It was able to sell 478,237 Models 3 and Y, a 0\.6 percent decrease compared to Q3 2025\. The decline in other models was severe, dropping by 48 percent to 8,295 units in total\.
However, Tesla’s energy storage business had a much better three months\. Between the beginning of July and the end of September, Tesla deployed 13\.7 GWh of energy storage products, a 9\.6 percent year\-over\-year increase\.
Tesla will publish its Q3 financial results on October 21\.
Tesla Cybertruck registrations dropped to 4,186 in Q1 2026 from 7,140 in Q1 2025, and overall Tesla vehicle registrations fell from 130,389 to 105,436 year-over-year.
Tesla reported Q2 2026 production and delivery numbers, showing a 25% year-over-year increase in sales and a 10% increase in production, signaling recovery after a difficult 2025.
A comparison of Tesla's pre-launch Cybertruck predictions versus actual sales, showing that deliveries fell far short of the stated annual production target, reaching only ~15% of it in the peak year.
Tesla reported a 25% year-over-year increase in Q2 2026 sales, with 480,126 EVs sold. The company also reduced inventory, producing fewer cars than sold.
Tesla sold fewer vehicles in Q3 than a year ago due to expiring federal EV tax credits, but beat Wall Street estimates, with CEO Elon Musk betting on AI plans like robotaxis and humanoid robots to drive a rebound.