Tesla deliveries were up 6% Q1 and 25% Q2, reaching 838,000 YTD. Production increased 13% and 10% respectively, reaching 860,000 YTD. The gap between the two per quarter is fluctuating quite dramatic. So the inventory build up in Q1 has been dealt with in Q2 quite decisively.
Both deliveries and production are just above half of last year's total. Considering that the last two quarters are consistently higher than the first two would indicate 2026 unit volume will be ahead of last year and possibly by a reasonable margin.
Data & photo source: Tesla.
No comments:
Post a Comment