Tesla Statistics 2026–2027
By Axis Intelligence Research
Co-author: Aidan Jad | Last updated: November 6, 2026 | License: CC BY 4.0
Tesla delivered 1,324,681 vehicles in January–September 2026, up 8.8% year on year, and booked $28.05 billion of revenue in Q3 2026. Axis Intelligence Research finds that, excluding one-time tariff refunds, Tesla’s Q3 gross margin was 17.8% — below the 18.0% of a year earlier, not the 19.6% headline.
Quick Answer
Tesla delivered 486,532 vehicles in Q3 2026 and 1,324,681 in the first nine months, per its SEC filings. Q3 revenue was $28.05 billion, flat year on year, with 1.74 million active Full Self-Driving (FSD) subscriptions. Axis Intelligence Research calculates that Tesla needs 311,448 Q4 deliveries to beat 2025, and that it now spends $1.36 on R&D and capex for every $1 of gross profit.
Key Findings
- Tesla delivered 486,532 vehicles in Q3 2026, down 2.1% from the 497,099 of Q3 2025, according to its Q3 2026 production and deliveries release filed with the SEC on October 2, 2026.
- Axis Intelligence Research calculates that Tesla must deliver 311,448 vehicles in Q4 2026 to match its 2025 total of 1,636,129 — a bar 25% below its Q4 2025 volume of 418,227.
- Excluding $786 million of one-time tariff refunds booked to cost of revenue and $339 million owed back to customers, Tesla’s Q3 2026 gross margin was 17.8%, not 19.6%, an Axis Intelligence Research calculation from the Q3 2026 Form 10-Q.
- Tesla spent $7.49 billion on R&D and capital expenditures in Q3 2026, equal to 1.36 times its $5.49 billion gross profit, up from 0.77 times a year earlier, per Axis Intelligence Research.
- The Axis Intelligence Research Tesla Milestone Completion Index (TMCI) read 19.7 out of 100 as of September 30, 2026, up from a 16.5 baseline in Q3 2025, the quarter Tesla’s board granted the 2025 CEO Performance Award.
How Many Cars Did Tesla Sell in 2026?
Tesla delivered 1,324,681 vehicles in January–September 2026, up 8.8% from 1,217,902 in the same period of 2025, per its quarterly production and deliveries releases. The Q3 2026 Form 10-Q rounds the same figure to “approximately 1.32 million.”
Q3 2026 deliveries were 486,532, of which 478,237 were Model 3 and Model Y and 8,295 were “other models” (Cybertruck, Semi and the last Model S and X units). Production was 464,391, so Tesla drew inventory down by 22,141 vehicles. Global days of supply fell to 11, from 27 in Q1 2026.
Tesla quarterly deliveries and production, Q3 2025–Q3 2026
| Quarter | Deliveries | of which Model 3/Y | Other models | Production | Days of supply | Source |
|---|---|---|---|---|---|---|
| Q3 2025 | 497,099 | 481,166 | 15,933 | 447,450 | 10 | Tesla Q3 2026 Update (SEC) |
| Q4 2025 | 418,227 | 406,585 | 11,642 | 434,358 | 15 | Tesla Q3 2026 Update (SEC) |
| Q1 2026 | 358,023 | 341,893 | 16,130 | 408,386 | 27 | Tesla Q3 2026 Update (SEC) |
| Q2 2026 | 480,126 | 467,762 | 12,364 | 451,758 | 15 | Tesla Q3 2026 Update (SEC) |
| Q3 2026 | 486,532 | 478,237 | 8,295 | 464,391 | 11 | Tesla Q3 2026 Update (SEC) |
Tesla annual deliveries, 2021–2025
| Year | Total deliveries | Model 3/Y | Other models | YoY | Source |
|---|---|---|---|---|---|
| 2021 | 936,222 | 911,242 | 24,980 | — | Tesla Q4 & FY2025 Update (SEC) |
| 2022 | 1,313,851 | 1,247,146 | 66,705 | +40.3% | Tesla Q4 & FY2025 Update |
| 2023 | 1,808,581 | 1,739,707 | 68,874 | +37.7% | Tesla Q4 & FY2025 Update |
| 2024 | 1,789,226 | 1,704,093 | 85,133 | −1.1% | Tesla Q4 & FY2025 Update |
| 2025 | 1,636,129 | 1,585,279 | 50,850 | −8.6% | Tesla Q4 2025 deliveries release (SEC) |
YoY changes are Axis Intelligence Research calculations.
Will Tesla’s 2026 deliveries beat 2025?
Tesla needs 311,448 Q4 2026 deliveries to match 2025, an Axis Intelligence Research calculation (1,636,129 − 1,324,681). That is 36% below the 486,532 it delivered in Q3 2026 and lower than any quarter in the table above. Unless Q4 collapses, 2026 ends Tesla’s two-year run of falling annual deliveries.
Tesla’s cumulative deliveries reached 10.2 million by September 30, 2026, and the Q3 2026 Update states the company produced and delivered its 10 millionth vehicle during the quarter. The count includes any unsupervised robotaxis placed into commercial operation, the definition set by the 2025 CEO Performance Award.
Aidan Jad: The days-of-supply line is the one to watch. A 27-day pile in Q1 became 11 days in Q3 while Tesla said battery cells, not demand, capped the build rate. When the constraint moves from the order book to the cell line, the next volume number is written in Nevada and Texas cathode output, not in the price list.
How Much Revenue Does Tesla Make?
Tesla reported $28.05 billion of revenue in Q3 2026, down 0.2% from $28.10 billion a year earlier, per its Form 10-Q. Trailing-twelve-month revenue was $103.57 billion, an Axis Intelligence Research sum of the last four quarters; Tesla says it was the second straight quarter above $100 billion.
Full-year 2025 revenue was $94.83 billion, down 2.9% from $97.69 billion in 2024, per the FY2025 Form 10-K. Net income attributable to common stockholders fell 46.5% to $3.79 billion.
Tesla revenue by segment, FY2023–FY2025 and Q3 2026
| Period | Total revenue | Automotive | Energy generation & storage | Services & other | Net income (GAAP) | Source |
|---|---|---|---|---|---|---|
| FY2023 | $96.77B | $82.42B | $6.04B | $8.32B | $15.00B | Tesla FY2025 10-K |
| FY2024 | $97.69B | $77.07B | $10.09B | $10.53B | $7.09B | Tesla FY2025 10-K |
| FY2025 | $94.83B | $69.53B | $12.77B | $12.53B | $3.79B | Tesla FY2025 10-K |
| Q3 2025 | $28.10B | $21.21B | $3.42B | $3.48B | $1.37B | Tesla Q3 2026 10-Q |
| Q3 2026 | $28.05B | $20.56B | $2.88B | $4.61B | $0.79B | Tesla Q3 2026 10-Q |
In Q3 2026, automotive revenue was 73.3% of Tesla’s total, services and other 16.4%, and energy 10.3% (Axis calculations). Services and other — used cars, paid Supercharging, insurance, maintenance — grew 33% year on year to $4.61 billion, the fastest-growing line in the filing.
Where does Tesla’s revenue come from by country?
| Region | Q3 2026 revenue | Share | Q3 2025 revenue | Share | Source |
|---|---|---|---|---|---|
| United States | $12.50B | 44.6% | $14.60B | 52.0% | Tesla Q3 2026 10-Q, Note 14 |
| China | $5.21B | 18.6% | $5.65B | 20.1% | Tesla Q3 2026 10-Q, Note 14 |
| Other international | $10.34B | 36.9% | $7.84B | 27.9% | Tesla Q3 2026 10-Q, Note 14 |
Shares are Axis Intelligence Research calculations.
Tesla’s US revenue fell 14.4% year on year while “other international” grew 31.8%, so the United States dropped below half of Tesla’s revenue for the quarter. That matches the delivery data below: the US federal clean vehicle credit expired at the end of September 2025, and Q3 2025 carried the pre-expiration rush.
Is Tesla Profitable? What the Tariff Refunds Hide
Tesla earned $787 million of GAAP net income in Q3 2026, down 43% from $1.37 billion a year earlier, with operating income of $718 million and a 2.6% operating margin. Non-GAAP net income was $1.70 billion and free cash flow $1.53 billion, per the Q3 2026 Update.
The headline gross margin rose to 19.6% from 18.0%. Note 11 of the 10-Q explains part of the jump: after the US Supreme Court invalidated certain tariffs imposed under the International Emergency Economic Powers Act (IEEPA) in February 2026, Tesla recognized refunds of $526 million against energy cost of revenue and $260 million against automotive cost of revenue in Q3, and cut energy revenue by $339 million for refunds owed to Megapack customers.
Tesla Q3 2026 margins with and without the IEEPA tariff refunds
| Metric | Reported | Excluding tariff items | Q3 2025 reported | Source |
|---|---|---|---|---|
| Total gross margin | 19.6% | 17.8% | 18.0% | Tesla 10-Q; Axis calculation |
| Automotive gross margin ex regulatory credits | 18.1% | 16.8% | 15.4% | Tesla Q3 2026 Update; Axis calculation |
| Energy generation & storage gross margin | 33.1% | 23.8% | 31.4% | Tesla 10-Q; Axis calculation |
| Operating income | $718M | $271M | $1,624M | Tesla 10-Q; Axis calculation |
| Operating margin | 2.6% | 1.0% | 5.8% | Tesla 10-Q; Axis calculation |
Method: underlying gross profit = $5,494M − $526M − $260M + $339M = $5,047M; underlying revenue = $28,046M + $339M = $28,385M. Energy: ($2,881M + $339M − $1,927M − $526M) ÷ ($2,881M + $339M). Automotive ex credits: ($3,806M − $113M − $260M) ÷ ($20,560M − $113M). All inputs from the Q3 2026 10-Q and Update.
According to Axis Intelligence Research, Tesla’s underlying car margin did improve — 16.8% against 15.4% a year earlier — but the energy business, reported at a 33.1% margin, earned about 23.8% once the one-off refunds are removed.
Aidan Jad: The car side improved on mix and FSD attach, and that holds up after the adjustment. The Megapack side did not: lower average selling price per unit and fewer Powerwall installs, per Tesla’s own MD&A, sit under a refund that will not repeat in Q4. Anyone modelling 2027 storage margins off the 33.1% is pricing a tariff ruling, not a battery.
How Much Is Tesla Spending on AI, Robots and Factories?
Tesla spent $13.01 billion on capital expenditures in the first nine months of 2026, more than double the $6.13 billion of the same period in 2025, and expects 2026 capex “in excess of $20 billion,” per the Q3 2026 10-Q. R&D expense rose 69% year on year to $2.76 billion in Q3, or 10% of revenue.
Axis Intelligence Research measures the bet with one ratio: R&D plus capex, divided by gross profit. Above 1.0, Tesla is investing more than its products earn at the gross level.
Tesla reinvestment ratio, Q3 2025–Q3 2026
| Quarter | R&D | Capex | Gross profit | (R&D + capex) ÷ gross profit | Source |
|---|---|---|---|---|---|
| Q3 2025 | $1,630M | $2,248M | $5,054M | 0.77 | Tesla Q3 2026 Update; Axis calculation |
| Q4 2025 | $1,783M | $2,393M | $5,009M | 0.83 | Tesla Q3 2026 Update; Axis calculation |
| Q1 2026 | $1,946M | $2,493M | $4,720M | 0.94 | Tesla Q3 2026 Update; Axis calculation |
| Q2 2026 | $2,371M | $5,789M | $4,751M | 1.72 | Tesla Q3 2026 Update; Axis calculation |
| Q3 2026 | $2,761M | $4,732M | $5,494M | 1.36 | Tesla Q3 2026 Update; Axis calculation |
The 10-Q says the money goes to “SI” (Tesla’s term for super intelligence) compute and data centers, new manufacturing lines, and a growing company-owned fleet. The Q3 2026 Update lists Cortex 1 at more than 105 MW and Cortex 2 at more than 120 MW of training compute, with a target of 400 MW by the end of 2026, and says commissioning of equipment at the Austin semiconductor fab is planned for 2027. In September 2026 Tesla signed credit agreements with $30 billion of total commitments.
Tesla also holds $2.00 billion of SpaceX common stock, bought in March 2026, per Note 13 of the 10-Q. Cash, cash equivalents and short-term investments were $45.45 billion on September 30, 2026. For the wider spending race, see the AI Capex Tracker.
How Many People Use Tesla FSD?
Tesla had 1.74 million active FSD (Supervised) subscriptions at the end of Q3 2026, up 67% from 1.04 million a year earlier, per the Q3 2026 Update. The count includes upfront purchases and monthly subscriptions and excludes free trials, the definition used for the 2025 CEO Performance Award.
Tesla says more than 75% of new vehicles delivered in North America in Q3 2026 included FSD, a nearly 20-point sequential increase, and that FSD is now approved in nine EU countries, where more than 100,000 customers have logged over 160 million kilometers.
Active FSD subscriptions by quarter
| Quarter | Active FSD subscriptions | Net additions | Source |
|---|---|---|---|
| Q3 2025 | 1.04 million | — | Tesla Q3 2026 Update |
| Q4 2025 | 1.10 million | 0.06 million | Tesla Q3 2026 Update |
| Q1 2026 | 1.28 million | 0.18 million | Tesla Q3 2026 Update |
| Q2 2026 | 1.48 million | 0.20 million | Tesla Q3 2026 Update |
| Q3 2026 | 1.74 million | 0.26 million | Tesla Q3 2026 Update |
Net additions are Axis Intelligence Research calculations.
Measured against the 10.2 million vehicles Tesla has ever delivered, 1.74 million FSD accounts equal about 17% — an Axis Intelligence Research ratio that overstates penetration of the live fleet only slightly, because scrapped cars are still in the denominator. The award’s operational milestone is 10 million.
FSD (Supervised) requires active driver supervision. Tesla’s filings still describe it as a driver-assistance product, and a September 2022 class action over its capability claims remains open after the Ninth Circuit vacated class certification on October 16, 2026, per the 10-Q.
How Many Robotaxis Does Tesla Have?
Tesla does not disclose its robotaxi fleet size in its filings. The Q3 2026 Update reports nearly 2 million cumulative unsupervised robotaxi miles at quarter end, an eightfold increase during Q3, and says Tesla began deploying Cybercab into its Austin fleet on September 3, 2026.
On the October 21 earnings call, as reported by Not a Tesla App and Tesla North, Tesla said Austin had more than 300 Cybercabs, that Cybercab rides would launch in Dallas in November 2026, and that robotaxis run fully autonomously in six cities. Tesla’s own Robotaxi Safety Report put Dallas at 608,130 miles without a safety monitor as of October 18, 2026, per Tesla North. Elon Musk said robotaxi should make a noticeable contribution to results around Q2 2027.
Tesla’s Supercharger account reported that robotaxis used 7.0 GWh of charging energy in Q3 2026 (company-reported, via Drive Tesla Canada). Waymo, the operator Tesla is most often measured against, said in February 2026 it served more than 400,000 paid rides a week and targeted one million by the end of 2026, as reported by Bloomberg.
Aidan Jad: Two million unsupervised miles is a real number, but it is cumulative and it is miles, not trips. The one robotaxi figure that would settle the argument — vehicles in paid service — is the one the award requires before a tranche can vest, and it is the one Tesla has not filed. We score it at zero in the index below until it appears.
How Many Superchargers Does Tesla Have?
Tesla operated 8,904 Supercharger stations with 84,465 connectors at the end of Q3 2026, up 14.8% and 14.4% respectively from a year earlier, per the Q3 2026 Update.
| Quarter | Stations | Connectors | Source |
|---|---|---|---|
| Q3 2025 | 7,753 | 73,817 | Tesla Q3 2026 Update |
| Q4 2025 | 8,182 | 77,682 | Tesla Q3 2026 Update |
| Q1 2026 | 8,463 | 79,918 | Tesla Q3 2026 Update |
| Q2 2026 | 8,704 | 82,357 | Tesla Q3 2026 Update |
| Q3 2026 | 8,904 | 84,465 | Tesla Q3 2026 Update |
According to Axis Intelligence Research, there were 121 Tesla vehicles ever delivered per Supercharger connector at the end of Q3 2026 (10.2 million ÷ 84,465), up from 115 a year earlier — and that ratio excludes the other brands now charging on the network. Tesla reported 69 million charging sessions in Q3 2026, up 29% (company-reported, via Drive Tesla Canada). The Supercharger for Business program, in which third parties buy and own the stalls, passed 600 stalls.
For access rules and connector compatibility, see our guide to Tesla Superchargers for non-Tesla owners; per-session costs are in the EV charging cost calculator.
How Much Energy Storage Does Tesla Deploy?
Tesla deployed 13.7 GWh of energy storage in Q3 2026 and 36.0 GWh in January–September 2026, against 46.7 GWh in all of 2025, per its filings. To beat 2025, Q4 2026 deployments must exceed 10.7 GWh (Axis calculation), below every quarter since Q1 2026’s 8.8 GWh.
The order book is larger than the quarterly line suggests. Tesla had $10.73 billion of energy contract revenue not yet recognized at September 30, 2026, of which it expects $4.80 billion within twelve months, per the 10-Q. Revenue from SpaceX Megapack purchases was $626 million in the first nine months of 2026, per Note 13.
Tesla installed annual capacity, as of Q3 2026
| Site | Product | Installed annual capacity | Status | Source |
|---|---|---|---|---|
| California | Model 3 / Model Y | >550,000 | Production | Tesla Q3 2026 Update |
| Shanghai | Model 3 / Model Y | >950,000 | Production | Tesla Q3 2026 Update |
| Berlin | Model Y | >375,000 | Production | Tesla Q3 2026 Update |
| Texas | Model Y | >375,000 | Production | Tesla Q3 2026 Update |
| Texas | Cybertruck | >125,000 | Production | Tesla Q3 2026 Update |
| Texas | Cybercab | >125,000 | Production | Tesla Q3 2026 Update |
| Nevada | Tesla Semi | 25,000 | Production | Tesla Q3 2026 Update |
| California | Megapack | 40 GWh | Production | Tesla Q3 2026 Update |
| Shanghai | Megapack | 20 GWh | Production | Tesla Q3 2026 Update |
| Texas | Megapack | 50 GWh | Production | Tesla Q3 2026 Update |
| Nevada | Powerwall | >6 GWh | Production | Tesla Q3 2026 Update |
| California | Optimus | Not stated | Early ramp | Tesla Q3 2026 Update |
Megapack capacity totals 110 GWh across three sites (Axis calculation), with the Texas Megafactory starting production in Q3 2026. Tesla also shipped its first Megapacks built entirely with its own LFP cells from Nevada. Battery chemistry and pack-cost context is on our EV battery statistics page.
What Is Tesla’s Market Share in the US, Europe and China?
United States: more than half the EV market
Tesla sold an estimated 144,094 EVs in the US in Q3 2026, according to the Cox Automotive / Kelley Blue Book Q3 2026 EV Sales Report. Cox prints a 54.0% segment share, which matches the higher market total in its October 12 version of the report. Against the corrected total of 262,649 in the October 13 version, Tesla’s share is 54.9%, an Axis Intelligence Research recalculation.
The Model Y alone sold an estimated 99,037 units and the Model 3 40,346. Tesla’s US volume fell 19.7% from 179,525 in Q3 2025, while the total US EV market fell 39.5%. Axis Intelligence Research estimates that 29.6% of Tesla’s global Q3 2026 deliveries went to US buyers, down from 36.1% a year earlier — Cox’s US estimate divided by Tesla’s reported global deliveries, two different measurement bases. Brand-by-brand detail is on US EV sales by automaker.
Europe: registrations up 50%
Tesla registered 260,575 new cars in the EU, EFTA and UK in January–September 2026, up 50.0%, per ACEA’s September 2026 release. In the EU alone, Tesla registered 188,035 cars, up 68.9%, and 45,866 in September, a 4.7% monthly share.
BYD registered 283,997 cars in the same region and period, but BYD’s European total includes plug-in hybrids. Measured against battery-electric registrations only, Tesla held 10.2% of the 2,549,810 BEVs registered in the EU, EFTA and UK through September 2026, up from 9.7% a year earlier (Axis calculation from ACEA data). Tesla grew faster than Europe’s BEV market, which rose 41.9%.
China and BYD
Giga Shanghai wholesaled 743,060 vehicles in January–September 2026 and 810,889 through October, according to China Passenger Car Association (CPCA) data reported by Tesla North. CPCA wholesale counts both domestic sales and exports, so it is not comparable with Tesla’s global delivery figure, and we do not combine them.
BYD sold 1,629,957 battery-electric passenger vehicles in January–September 2026, which is 305,276 more than Tesla’s 1,324,681 global deliveries over the same nine months. We derived the BYD figure from its October 2026 production and sales announcement to the Hong Kong Stock Exchange, which reports 1,935,700 BEVs for January–October minus 305,743 in October. Tesla’s battery-electric volume trails BYD’s by roughly a fifth.
The gap is widening. BYD’s October BEV sales rose 37.4% year over year, from 222,559 to 305,743, while its plug-in hybrid sales fell 11.0% year-to-date. BYD’s total new-energy sales of 3,621,744 through October are 2.2% below 2025 levels, so BYD is shifting its mix toward pure battery-electric cars, which is Tesla’s only segment. BYD also exported 170,194 new-energy vehicles in October alone.
On the financial side, BYD’s 2026 third quarterly report shows Q3 operating revenue of RMB 221.49 billion (+13.6%) and net profit attributable to shareholders of RMB 10.02 billion (+28.1%). BYD reports in renminbi, so we do not convert these figures into a dollar comparison with Tesla. Full BYD data is on our BYD statistics page.
| Market | Tesla volume | Measure | Period | Source |
|---|---|---|---|---|
| United States | 144,094 | Sales estimate | Q3 2026 | Cox Automotive / KBB |
| EU + EFTA + UK | 260,575 | Registrations | Jan–Sep 2026 | ACEA |
| European Union | 188,035 | Registrations | Jan–Sep 2026 | ACEA |
| Giga Shanghai | 743,060 | Wholesale (domestic + export) | Jan–Sep 2026 | CPCA (via Tesla North) |
| Global | 1,324,681 | Deliveries | Jan–Sep 2026 | Tesla SEC filings |
Aidan Jad: Europe is the surprise of 2026. Tesla lost the volume lead to BYD there on total registrations, but on battery-electric cars alone it took share — 10.2% of every BEV registered, up half a point — while running the oldest two-model lineup in the segment. That is a charging-network and residual-value story more than a product story.
What Is in the 2027 Tesla Lineup?
For 2027, Tesla’s vehicle lineup is Model 3, Model Y, Cybertruck, Tesla Semi and Cybercab, with the Roadster still in design development, per the Q3 2026 Update’s capacity table. Model S and Model X were discontinued in mid-2026, per the 10-Q, which attributes part of the Q3 revenue decline to “the product sunset.”
| Product | Status as of Q3 2026 | Installed capacity | What changes in 2027 | Source |
|---|---|---|---|---|
| Model Y | Production in four factories | >2.25 million (Model 3/Y combined) | Continues as Tesla’s volume car; long-wheelbase Model Y L Premium now on the US configurator (Launch Series) | Tesla Q3 2026 Update; tesla.com |
| Model 3 | Production | Included above | No change disclosed | Tesla Q3 2026 Update |
| Cybertruck | Production, Texas | >125,000 | No change disclosed | Tesla Q3 2026 Update |
| Tesla Semi | Volume production began, Nevada | 25,000 | First full year of volume output | Tesla Q3 2026 Update |
| Cybercab | Production, Texas; in Austin robotaxi fleet | >125,000 | Customer deliveries targeted from end-2026 (earnings call) | Tesla Q3 2026 Update; call via Not a Tesla App |
| Roadster | Unveiled October 15, 2026 | — | Design development | Tesla Q3 2026 Update |
| Optimus | Production began in Fremont | Early ramp | AI5 chip integration targeted around April 2027 (earnings call) | Tesla Q3 2026 Update; call via Not a Tesla App |
| Model S / Model X | Discontinued mid-2026 | — | Out of lineup | Tesla Q3 2026 10-Q |
Model 3/Y capacity is an Axis sum of California, Shanghai, Berlin and Texas.
Tesla’s 2027 Semi top variant is rated for 500 miles at 82,000 lb gross combination weight and 1.7 kWh per mile, per the Q3 2026 Update. ### How Much Does a Tesla Cost Going Into 2027?
The cheapest new Tesla in the US is the Model 3 Rear-Wheel Drive at $36,990 before destination, and the most expensive is the Cyberbeast at $102,490, per Tesla’s US configurator on November 6, 2026. Including destination and order fees, the Model 3 RWD comes to an estimated $38,630 and the Model Y RWD to $41,630. Fees add $1,640 to both models in our calculation. Tesla’s filings do not include prices, so this table is a dated snapshot of tesla.com. The configurator changes often, and we re-capture it each quarter.
| Model and trim | Cash price (excl. destination) | Lease / month* | Finance / month* | EPA range | 0–60 mph |
|---|---|---|---|---|---|
| Model 3 Rear-Wheel Drive | $36,990 | $439 | $539 | 321 mi | 5.8 s |
| Model 3 Premium | from $42,490 | from $449 | from $617 | — | — |
| Model 3 Performance | $54,990 | $649 | $792 | — | — |
| Model Y Rear-Wheel Drive | $39,990 | $499 | $579 | 321 mi | 6.8 s |
| Model Y All-Wheel Drive | $41,990 | $549 | $609 | — | — |
| Model Y Premium | from $45,990 | from $599 | from $669 | — | — |
| Model Y Performance | $57,990 | $799 | $887 | — | — |
| Model Y L Premium (long wheelbase, Launch Series) | $61,990 | — | $1,007 | — | — |
| Cybertruck Dual Motor AWD | $82,490 | — | $1,333 | — | — |
| Cybertruck Premium AWD | $92,490 | $1,249 | $1,499 | 325 mi | 4.1 s |
| Cyberbeast | $102,490 | $1,499 | $1,665 | — | — |
*Terms shown by Tesla on November 6, 2026. Model 3 lease: $3,000 down, 36 months, 10,000 mi/yr; finance: 6.94% APR, $2,700 down, 84 months. Model Y lease: $3,000 down, 36 months, 10,000 mi/yr; finance: 2.49% APR, $2,750 down, 72 months. Cybertruck lease: $5,000 down, 36 months, 10,000 mi/yr; finance: 5.99% APR, $4,250 down, 72 months. Specs are listed where the configurator displayed them for that trim. The Cybertruck Dual Motor AWD was shown but not selectable.
FSD (Supervised) is sold as a $99-per-month subscription on every model, after a one-month trial. Tesla’s Wall Connector costs $585 for Model 3 and Model Y. Cybertruck buyers use the $660 Universal Wall Connector, or the $1,970 Powershare home charger and gateway, which enables vehicle-to-home backup.
The jump from the cheapest Model 3 to the cheapest Model Y is $3,000. The Model Y L Premium costs $16,000 more than a standard Model Y Premium. For depreciation, insurance, charging and maintenance over five years by trim, see our Tesla cost of ownership analysis.
How Far Is Tesla From Elon Musk’s 2025 Pay-Package Milestones?
The Tesla Milestone Completion Index (TMCI) measures how far Tesla’s disclosed operating results have moved toward the five quantified operational milestones in the 2025 CEO Performance Award, which shareholders approved on November 6, 2025. It is an Axis Intelligence Research index; the milestones and the award terms come from Note 9 of the Q3 2026 10-Q.
Formula. TMCI = average of five progress ratios, each capped at 100: cumulative deliveries ÷ 20 million; active FSD subscriptions ÷ 10 million; Bots delivered ÷ 1 million; robotaxis in commercial operation ÷ 1 million; trailing-twelve-month adjusted EBITDA ÷ $50 billion (the first EBITDA rung). Equal weights (20% each). A milestone with no disclosed figure scores zero until Tesla files one.
TMCI components, as of September 30, 2026
| Milestone (award target) | Disclosed value | Progress | Source |
|---|---|---|---|
| Vehicles delivered (20 million) | 10.2 million | 51.0 | Tesla Q3 2026 Update |
| Active FSD subscriptions (10 million) | 1.74 million | 17.4 | Tesla Q3 2026 Update |
| Bots delivered (1 million) | None disclosed | 0.0 | Tesla Q3 2026 Update; 10-Q |
| Robotaxis in commercial operation (1 million) | None disclosed | 0.0 | Tesla Q3 2026 Update; 10-Q |
| Adjusted EBITDA, TTM ($50 billion) | $14.995 billion | 30.0 | Tesla Q3 2026 Update |
| TMCI | 19.7 | Axis calculation |
TMCI readings since the award was granted
| Quarter end | Vehicles | FSD | Bots | Robotaxis | EBITDA | TMCI |
|---|---|---|---|---|---|---|
| Sep 30, 2025 (baseline) | 42.5 | 10.4 | 0 | 0 | 29.6 | 16.5 |
| Dec 31, 2025 | 44.5 | 11.0 | 0 | 0 | 29.2 | 16.9 |
| Mar 31, 2026 | 46.0 | 12.8 | 0 | 0 | 30.9 | 17.9 |
| Jun 30, 2026 | 48.5 | 14.8 | 0 | 0 | 30.6 | 18.8 |
| Sep 30, 2026 | 51.0 | 17.4 | 0 | 0 | 30.0 | 19.7 |
Inputs: cumulative deliveries, active FSD subscriptions and TTM adjusted EBITDA from Tesla’s Q3 2026 Update. Calculations: Axis Intelligence Research.
According to Axis Intelligence Research, Tesla has gained about one TMCI point a quarter since the award was granted, and all of it came from cars and FSD. Earnings have not moved: trailing adjusted EBITDA was $14.78 billion at the baseline and $15.00 billion a year later. Tesla’s 10-Q says only the 20-million-vehicle milestone is “probable” so far.
The award also has market-capitalization gates, starting at $2.0 trillion. At the November 5, 2026 close of $343.69 and 3,952,757,946 shares outstanding on October 15, Tesla’s market value was about $1.36 trillion (Axis calculation; price data via StockAnalysis.com from S&P Global Market Intelligence), or 68% of the first gate. The award measures market value on six-month and 30-day trailing averages, so this spot figure is indicative only. Nothing on this page is investment advice.
Aidan Jad: The index is deliberately unforgiving. Tesla can build a million robot-capable cars, but until it files a count of robotaxis carrying paying passengers, that fifth of the index stays at zero. The 2027 question is simple: which zero moves first — Bots, now coming off the Fremont line, or robotaxis, now in six cities.
How to read TMCI
TMCI tracks disclosed progress, not probability. It does not weight milestones by difficulty, and it uses Tesla’s reported adjusted EBITDA, which also excludes the SpaceX mark-to-market — a definition close to, but not identical with, the award’s. The index will be republished after every Tesla quarterly filing on this page.
Tesla 2027: What Has Tesla Promised, and By When?
| Commitment | Stated target | Status at Nov 6, 2026 | Source |
|---|---|---|---|
| SI training compute | 400 MW by end-2026 | >225 MW (Cortex 1 + Cortex 2) | Tesla Q3 2026 Update |
| Austin semiconductor fab | Equipment commissioning in 2027 | Under construction | Tesla Q3 2026 Update |
| Cybercab rides in Dallas | November 2026 | Announced | Q3 2026 call, via Tesla North |
| Cybercab customer deliveries | By end-2026 | All units so far in Tesla’s own fleet | Q3 2026 call, via Not a Tesla App |
| Robotaxi financial contribution | “Noticeable” around Q2 2027 | Not broken out in filings | Q3 2026 call, via Not a Tesla App |
| FSD Unsupervised in customer cars | With FSD V15 | Not released | Q3 2026 call, via Tesla North |
| Optimus | AI5 chip around April 2027 | Production-quality bots built, none delivered | Q3 2026 Update; call via Not a Tesla App |
| Vehicle capacity | 5 million a year by about 2030 | Installed vehicle capacity >2.5 million (Axis sum) | Q3 2026 call summary, via Webull; Tesla Q3 2026 Update |
Installed car capacity = Model 3/Y (>2.25 million) + Cybertruck + Cybercab (>125,000 each) + Semi (25,000), all lower bounds. Company targets are forward-looking statements and are reported here as stated, not as forecasts. The sector-level view is in our Automotive & Electric Vehicles Outlook.
How Many Employees Does Tesla Have?
Tesla had 134,785 employees worldwide on December 31, 2025, per its FY2025 Form 10-K. Using FY2025 revenue of $94.83 billion, that is about $703,500 of revenue per employee, an Axis Intelligence Research calculation. Tesla reports headcount only annually; the next figure arrives with the FY2026 10-K.
Frequently Asked Questions
Did Tesla sell more cars in 2026 than in 2025?
Very likely. Tesla delivered 1,324,681 vehicles in January–September 2026 and needs 311,448 more in Q4 to match 2025’s 1,636,129, per Axis Intelligence Research. Its weakest quarter of the past five was 358,023, in Q1 2026.
Why did Tesla’s gross margin jump in Q3 2026 while profit fell?
One-time tariff refunds. Tesla booked $786 million of IEEPA tariff refunds against cost of revenue, partly offset by $339 million owed to customers, per its 10-Q. Excluding them, Axis Intelligence Research puts gross margin at 17.8% and operating margin at 1.0%.
How many Tesla owners pay for FSD?
1.74 million active FSD (Supervised) subscriptions and purchases at September 30, 2026, up 67% in a year, per Tesla. That equals about 17% of the 10.2 million vehicles Tesla has ever delivered (Axis calculation). Free trials are excluded.
How many robotaxis and Cybercabs does Tesla operate?
Tesla has not filed a fleet count. It reports nearly 2 million cumulative unsupervised robotaxi miles at the end of Q3 2026, and said on its earnings call that Austin had more than 300 Cybercabs, as reported by Not a Tesla App.
Is BYD bigger than Tesla in electric cars?
On battery-electric volume, yes. BYD sold 1,629,957 battery-electric passenger cars in January–September 2026, against Tesla’s 1,324,681 deliveries, all of which are battery-electric. BYD reported the figure to the Hong Kong Stock Exchange. Europe splits the other way: Tesla led BYD on battery-electric registrations, while BYD led on total registrations including plug-in hybrids.
Which country buys the most Teslas?
The United States. Tesla does not report deliveries by country, but the US generated $12.50 billion, or 44.6%, of Tesla’s Q3 2026 revenue, against $5.21 billion from China, per the 10-Q. Cox Automotive estimates 144,094 US sales in the quarter, about 29.6% of global deliveries.
What is the cheapest Tesla you can buy?
The Model 3 Rear-Wheel Drive, at $36,990 before destination. That comes to about $38,630 with destination and order fees, per tesla.com on November 6, 2026. The cheapest Model Y is $39,990, and Cybertruck starts at $82,490.
How much of Tesla’s money still comes from selling cars?
73.3% of Q3 2026 revenue was automotive, per Axis Intelligence Research from Tesla’s 10-Q. Services and other made 16.4% and energy 10.3%. FSD revenue is booked inside automotive sales and is not disclosed separately.
Are Tesla sales recovering in Europe?
Yes. Tesla’s registrations in the EU, EFTA and UK rose 50.0% to 260,575 in January–September 2026, per ACEA. Its share of battery-electric registrations rose to 10.2% from 9.7% (Axis calculation).
Will there be a 2027 Model S or Model X?
Tesla has not announced one. Its Q3 2026 10-Q says Model S and Model X were sunset in mid-2026, and neither appears in Tesla’s installed-capacity table.
Methodology
Collection. Every Tesla operating and financial figure comes from Tesla’s SEC filings, fetched on November 6, 2026: the Q3 2026 Update (Form 8-K Exhibit 99.1, October 21, 2026), the Q3 2026 Form 10-Q, the FY2025 Form 10-K (January 28, 2026), and the quarterly production and deliveries releases of January 2 and October 2, 2026. Annual 2021–2024 deliveries come from Tesla’s Q4 and FY2025 Update. Market data come from Cox Automotive / Kelley Blue Book (US sales estimates), ACEA (European registrations), CPCA via Tesla North (China wholesale), and BYD’s production and sales announcement and third quarterly report filed with the Hong Kong Stock Exchange. US prices are a dated snapshot of Tesla’s US configurator on November 6, 2026, before destination fees unless stated. Earnings-call statements are attributed to the outlet that reported them.
Formulas. Q4 requirement = FY2025 deliveries − January–September 2026 deliveries. Tariff-adjusted margins remove the IEEPA refunds disclosed in Note 11 of the 10-Q, as shown in the margin table. Reinvestment ratio = (R&D + capex) ÷ gross profit, using Tesla’s capex definition that includes energy generation and storage systems. Tesla’s European BEV share = Tesla registrations ÷ ACEA battery-electric registrations; Tesla’s European registrations are all battery-electric. Vehicles per connector = cumulative deliveries ÷ Supercharger connectors. US share of global deliveries divides a Cox estimate by a Tesla-reported figure and is labeled an estimate.
TMCI. Five components, equal weights, each capped at 100, undisclosed milestones scored zero; baseline September 30, 2025, the quarter of the award grant. Every input and reading is in the dataset.
What the data cannot show. Tesla does not split deliveries by country, FSD revenue, robotaxi fleet size or Optimus unit counts. Cox’s US figures are estimates. CPCA wholesale and Tesla deliveries are not comparable and are never combined.
About This Dataset
tesla-statistics.csv holds every number on this page — quarterly and annual deliveries, revenue by segment and region, margins, cash flow, FSD, Supercharger, energy and capacity data, market-share inputs, BYD’s HKEX-reported sales and quarterly results, the dated US price snapshot (cash, lease, finance, specs), the reinvestment ratio and every TMCI component and reading. Each row carries its source organization, document, URL, retrieval date, a primary-source flag and, for Axis calculations, a method note. Updates are relevance-driven: the file is revised after each Tesla quarterly filing and when ACEA or Cox revise their figures. License: CC BY 4.0. Cite as: Axis Intelligence Research, Tesla Statistics 2026–2027, 2026.
Cite This Page
- APA: Axis Intelligence Research, & Jad, A. (2026, November 6). Tesla statistics 2026–2027: Deliveries, revenue, FSD, robotaxi and the 2027 milestones. Axis Intelligence. https://axis-intelligence.com/tesla-statistics/
- MLA: Axis Intelligence Research, and Aidan Jad. “Tesla Statistics 2026–2027: Deliveries, Revenue, FSD, Robotaxi and the 2027 Milestones.” Axis Intelligence, 6 Nov. 2026, axis-intelligence.com/tesla-statistics/.
- Chicago: Axis Intelligence Research and Aidan Jad. “Tesla Statistics 2026–2027: Deliveries, Revenue, FSD, Robotaxi and the 2027 Milestones.” Axis Intelligence, November 6, 2026. https://axis-intelligence.com/tesla-statistics/.
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