WS #11244

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Tesla delivered 480,126 vehicles in Q2 2026, a 25% YoY increase, well above analyst expectations of ~400K, signaling strong demand recovery. Rivian reported strong Q2 production and delivery figures and raised its FY26 delivery guidance, sending shares up 12.2%.

Tesla Q2 Delivery Beat

Tesla delivered 480,126 vehicles in Q2 2026, a 25% YoY increase, well above analyst expectations of ~400K, signaling strong demand recovery.

Rivian reported strong Q2 production and delivery figures and raised its FY26 delivery guidance, sending shares up 12.2%.

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