8-KFiling Date: Oct 2, 2026

Tesla (TSLA) 8-K: Q3 deliveries 486,532 (Oct 2, 2026)

Earnings Release, Financial Statements

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ACC: 0001628280-26-064366

Event Type

Earnings ReleaseFinancial Statements
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Event Description

Item 2.02. Earnings Release
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On October 2, 2026, Tesla, Inc. published an Item 2.02 press release (Exhibit 99.1) reporting third-quarter 2026 operational results. Tesla produced 464,391 vehicles (457,387 Model 3/Y and 7,004 Other Models) and delivered 486,532 vehicles (478,237 Model 3/Y and 8,295 Other Models), with 1% of total deliveries subject to operating lease accounting, and deployed 13.7 GWh of energy storage products. Tesla will post Q3 2026 financial results after market close on Wednesday, October 21, 2026, with a live Q&A webcast at 4:30 p.m. Central Time / 5:30 p.m. Eastern Time and an archived replay about two hours later. The release states that net income and cash flow will be announced with Q3 earnings, and that deliveries and storage deployments are not indicators of quarterly financial results, which depend on average selling price, cost of sales, foreign exchange movements and other factors to be disclosed in the 10-Q for the quarter ended September 30, 2026.

Original SEC Filing Text expand_more
Item 2.02 Results of Operations and Financial Condition. On October 2, 2026, Tesla, Inc. published the press release which is attached hereto as Exhibit 99.1 and is incorporated herein by reference. This information is intended to be furnished under
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EX-99.1exhibit991111111.htm2,047 charsexpand_more
EX-99.1 2 exhibit991111111.htm EX-99.1 DocumentExhibit 99.1Tesla Third Quarter 2026 Production, Deliveries Deployments In the third quarter, we produced over 464,000 vehicles, delivered over 486,000 vehicles and deployed 13.7 GWh of energy storage products. Thank you to all of our customers, employees, suppliers, shareholders and supporters who helped us achieve these results. Q3 2026 Production Deliveries Subject to operating lease accounting Model 3 Y 457,387 478,237 1% Other Models 7,004 8,295 4% Total 464,391 486,532 1% *** Tesla will post its financial results for the third quarter of 2026 after market close on Wednesday, October 21, 2026. At that time, Tesla will issue a brief advisory containing a link to the Q3 2026 update, which will be available on Tesla s Investor Relations website. Tesla management will hold a live question and answer webcast that day at 4 30 p.m. Central Time (5 30 p.m. Eastern Time) to discuss the Company s financial and business results and outlook. What Tesla Q3 2026 Financial Results and Q A WebcastWhen Wednesday, October 21, 2026Time 4 30 p.m. Central Time 5 30 p.m. Eastern TimeQ3 2026 Update https ir.tesla.comWebcast https ir.tesla.com (live and replay)Approximately two hours after the Q A session, an archived version of the webcast will be available on the Company s website.For additional information, please visit https ir.tesla.com.Investor Relations Contact ir tesla.com***Our net income and cash flow results will be announced along with the rest of our financial performance when we announce Q3 earnings. Tesla vehicle deliveries and storage deployments represent only two measures of the Company s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including average selling price, cost of sales, foreign exchange movements and others as to be disclosed in the 10-Q for the quarter ended on September 30, 2026. Vehicle production and delivery numbers represent passenger vehicles sold to customers.
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Event Description

Item 9.01. Financial Statements
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Item 9.01 lists Exhibit 99.1, a press release of Tesla, Inc. dated October 2, 2026, and Exhibit 104, the Cover Page Interactive Data File embedded within the Inline XBRL document. The report is signed by Tesla, Inc. by Brandon Ehrhart, General Counsel and Corporate Secretary, dated October 2, 2026.

Original SEC Filing Text expand_more
Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit No. Description 99.1 Press release of Tesla, Inc., dated October 2 , 2026 . 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. TESLA, INC. By: /s/ Brandon Ehrhart Brandon Ehrhart General Counsel and Corporate Secretary Date: October 2, 2026
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Deep Analysis

Tesla's Q3 2026 production/delivery release shows 486,532 deliveries against 464,391 builds and 13.7 GWh of storage — a 22,141-unit inventory draw that lands three weeks before the October 21 earnings call.

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