Tesla delivered 480,126 vehicles in the second quarter of 2026, exceeding Wall Street forecasts.
The figure surpassed analyst expectations of 402,776 units from Visible Alpha and 401,000 from FactSet.
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The electric vehicle maker produced 451,758 vehicles between April and June, marking a 25% increase in deliveries compared to the same period last year.
European Demand Drives Growth
A strong recovery in European consumer demand fueled the performance.
Sales in Germany surged 300% in May, helping the company recover from previous boycotts and protests linked to CEO Elon Musk's political activities.
In North America, demand remained steady after the expiration of the federal EV tax credit.
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Tesla also boosted its Chinese sales with an updated Model Y variant.
The company is focusing its growth strategy on more affordable versions of the Model 3 and Model Y.
It is also expanding its Full Self-Driving system to European countries including the Netherlands, Estonia, Greece, and Lithuania.
Tesla plans to shift its long-term narrative toward artificial intelligence, robotics, cybercab production, and automated driving networks to support its $1.6 trillion valuation.
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The company will announce its comprehensive second-quarter financial results on July 22.
