Mobility & EV

Tesla 1Q26 Deliveries 358,000 Units; Misses Consensus

Tesla delivered 358,000 vehicles in 1Q26, falling short of market expectations. Models 3 and Y accounted for 97% of production volume.

Primary sources · 1
← View the full 2026-05-04 (Mon) issue
What you're reading now arrives in your inbox daily at 21:00 UTC.

Get today's brief every day at 21:00 UTC

7 must-reads · 17 fields · tracked storylines delivered to your inbox daily. Pick only the fields you want; unsubscribe anytime.

Past issues →