Only 2% down YoY compared with the EV tax credit pushed Q3 2025, definitely not buoyed by the U.S. market (EU recovery and relatively resiliency in China but at the expense of more incentives)
$TSLA
Q3 2026
Production: 464,391
Deliveries: 486,532
Energy storage deployments: 13.7 GWh
Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT