Tesla Q3 2026 Deliveries: 486,532 Vehicles, Down 2% but Above Forecasts
Tesla delivered 486,532 vehicles in the third quarter of 2026, 2.1% fewer than a year earlier but about 5% above the analyst consensus. BYD sold more battery-electric cars.
// batteries & evs
EV Sales and Deliveries Tracker
A dated, sourced log of four recurring electric vehicle sales reports since October 2025: Tesla's quarterly deliveries, BYD's monthly sales, ACEA's EU registrations and Cox Automotive's US estimates.
Researched and fact-checked by AI, with no human review. How we verify
35 entries from 34 sources. Checked for news weekly; last checked
What this tracker follows
This tracker logs the regular reports that show how many electric vehicles (EVs) are being sold. It starts with those published on October 1, 2025. It was last checked on October 7, 2026.
Four recurring reports get an entry, dated the day they were published:
- Tesla's quarterly production and deliveries report
- BYD's monthly production and sales volume announcement
- the monthly new car registrations release from the European Automobile Manufacturers' Association (ACEA), which covers the European Union
- the quarterly US electric vehicle sales report from Cox Automotive's Kelley Blue Book
A future edition is listed as scheduled only when its publisher has announced the date. ACEA does so in its press release calendar.
The four do not count the same thing. Tesla reports vehicles delivered, with no regional breakdown. BYD reports sales of new energy vehicles, a total that includes plug-in hybrids and commercial vehicles. So each BYD entry also gives its battery-electric passenger car figure. ACEA counts registrations, and its headline battery-electric numbers are year-to-date totals. Cox publishes estimates. Figures are copied as published, BYD's are unaudited, and later revisions are not applied to older entries.
Left out on purpose: analyst forecasts and consensus figures, other carmakers' and other countries' reports, and reports on single models. Financial results are left out too, as are estimates from anyone other than these four publishers.
Scheduled next
Targets set by the organizations named. Dates like these often move.
Scheduled
ACEA's scheduled release of December 2026 car registration figures
ACEA's statistics press release calendar for 2026 was read on October 7, 2026. It lists Tuesday, January 26, 2027 as the publication date for ACEA's December 2026 passenger car registration figures. It lists November's figures before that, on December 22, 2026. The date is ACEA's own; the figures have not been published.
Source: Statistics press release calendar 2026, European Automobile Manufacturers' Association (ACEA)
Scheduled
ACEA's scheduled release of September 2026 car registration figures
ACEA's statistics press release calendar for 2026 was read on October 7, 2026. It lists Thursday, October 22, 2026 as the publication date for ACEA's September 2026 passenger car registration figures. It lists October's as due on November 24. It shows a summer break in place of a July 2026 release.
Source: Statistics press release calendar 2026, European Automobile Manufacturers' Association (ACEA)
Timeline
Tesla reports 486,532 deliveries for the third quarter of 2026
Tesla said it produced 464,391 vehicles and delivered 486,532 in the third quarter of 2026, of which 478,237 were Model 3 and Model Y. It deployed 13.7 GWh of energy storage products. The release says the numbers represent passenger vehicles sold to customers.
BYD reports 463,561 new energy vehicle sales for September 2026
BYD's filing shows 463,561 new energy vehicles sold in September 2026, against 396,270 a year earlier, including 273,143 battery-electric and 183,570 plug-in hybrid passenger cars. Sales for January to September were 3,131,576, down 3.94%. Exports were 180,700. Figures are unaudited.
ACEA: battery-electric cars at 21.7% of EU registrations through August 2026
ACEA said 1,641,333 new battery-electric cars were registered in the European Union in the first eight months of 2026, a 21.7% market share, up from 15.8% a year earlier. Total new car registrations rose 5.3% over the period. ACEA notes that current-year data are provisional.
BYD reports 440,293 new energy vehicle sales for August 2026
BYD's filing shows 440,293 new energy vehicles sold in August 2026, against 373,626 a year earlier, including 256,230 battery-electric and 177,154 plug-in hybrid passenger cars. Sales for January to August were 2,668,015, down 6.84%. Exports were 189,466. Figures are unaudited.
BYD reports 419,211 new energy vehicle sales for July 2026
BYD's filing shows 419,211 new energy vehicles sold in July 2026, against 344,296 a year earlier, including 233,105 battery-electric and 177,967 plug-in hybrid passenger cars. Sales for January to July were 2,227,722, down 10.54%. Exports were 180,538. Figures are unaudited.
ACEA: battery-electric cars at 20.7% of EU registrations in first half of 2026
ACEA said 1,220,890 new battery-electric cars were registered in the European Union in the first half of 2026, a 20.7% market share, up from 15.6% a year earlier. Total new car registrations rose 5.7% over the period.
Cox Automotive estimates 247,226 US EV sales in the second quarter of 2026
Kelley Blue Book estimates published by Cox Automotive put US electric vehicle sales at 247,226 in the second quarter of 2026. By those estimates, that was down 20.5% from a year earlier and up 14.7% from the revised first-quarter total. EVs were about 5.8% of new-vehicle sales in the quarter.
Source: EV Market Stabilizes in Q2, as New Entries Help Slow Sharp Sales Decline, Cox Automotive
Tesla reports 480,126 deliveries for the second quarter of 2026
Tesla said it produced 451,758 vehicles and delivered 480,126 in the second quarter of 2026, of which 467,762 were Model 3 and Model Y and 12,364 were other models. It deployed 13.5 GWh of energy storage products.
BYD reports 403,472 new energy vehicle sales for June 2026
BYD's filing shows 403,472 new energy vehicles sold in June 2026, against 382,585 a year earlier, including 201,472 battery-electric and 195,820 plug-in hybrid passenger cars. Sales for the first half of 2026 were 1,808,511, down 15.72%. Exports were 175,349. Figures are unaudited.
ACEA: battery-electric cars at 20% of EU registrations through May 2026
ACEA said 950,521 new battery-electric cars were registered in the European Union in the first five months of 2026, a 20% market share, up from 15.3% a year earlier. Total new car registrations rose 4% over the period.
BYD reports 383,453 new energy vehicle sales for May 2026
BYD's filing shows 383,453 new energy vehicles sold in May 2026, against 382,476 a year earlier, including 198,674 battery-electric and 178,316 plug-in hybrid passenger cars. Sales for January to May were 1,405,039, down 20.32%. Exports were 160,644. Figures are unaudited.
ACEA: battery-electric cars at 19.7% of EU registrations through April 2026
ACEA said 746,899 new battery-electric cars were registered in the European Union in the first four months of 2026, a 19.7% market share, up from 15.3% a year earlier. Total new car registrations rose 4.2% over the period.
BYD reports 321,123 new energy vehicle sales for April 2026
BYD's filing shows 321,123 new energy vehicles sold in April 2026, against 380,089 a year earlier, including 156,944 battery-electric and 157,156 plug-in hybrid passenger cars. Sales for January to April were 1,021,586, down 26.02%. Exports were 135,098. Figures are unaudited.
ACEA: battery-electric cars at 19.4% of EU registrations in first quarter of 2026
ACEA said 546,937 new battery-electric cars were registered in the European Union in the first quarter of 2026, a 19.4% market share, up from 15.2% a year earlier. Total new car registrations rose 4% over the quarter.
Cox Automotive puts US EV sales at 216,399 in the first quarter of 2026
Cox Automotive's Kelley Blue Book counted 216,399 US electric vehicle sales in the first quarter of 2026, down 27% from a year earlier and 7.8% below the previous quarter. EVs made up 5.8% of new-vehicle sales, unchanged from the fourth quarter of 2025.
Source: EV Sales Decline Slows in First Quarter of 2026, Share Stabilizes Near 6%, Cox Automotive
Tesla reports 358,023 deliveries for the first quarter of 2026
Tesla said it produced 408,386 vehicles and delivered 358,023 in the first quarter of 2026, of which 341,893 were Model 3 and Model Y and 16,130 were other models. It deployed 8.8 GWh of energy storage products.
BYD reports 300,222 new energy vehicle sales for March 2026
BYD's filing shows 300,222 new energy vehicles sold in March 2026, against 377,420 a year earlier, including 147,601 battery-electric and 148,092 plug-in hybrid passenger cars. Sales for the first quarter were 700,463, down 30.01%. Exports were 120,083. Figures are unaudited.
ACEA: battery-electric cars at 18.8% of EU registrations in January-February 2026
ACEA said 312,369 new battery-electric cars were registered in the European Union in January and February 2026, an 18.8% market share, up from 15.2% a year earlier. Total new car registrations fell 1.2% over the two months.
BYD reports 190,190 new energy vehicle sales for February 2026
BYD's filing shows 190,190 new energy vehicles sold in February 2026, against 322,846 a year earlier, including 79,539 battery-electric and 108,243 plug-in hybrid passenger cars. Sales for January and February were 400,241, down 35.80%. Exports were 100,600. Figures are unaudited.
ACEA: battery-electric cars at 19.3% of EU registrations in January 2026
ACEA said 154,230 new battery-electric cars were registered in the European Union in January 2026, a 19.3% market share, up from 14.9% a year earlier. Total new car registrations fell 3.9% from January 2025.
BYD reports 210,051 new energy vehicle sales for January 2026
BYD's filing shows 210,051 new energy vehicles sold in January 2026, down 30.11% from 300,538 a year earlier, including 83,249 battery-electric and 122,269 plug-in hybrid passenger cars. Exports were 100,482. Figures are unaudited.
ACEA: battery-electric cars took 17.4% of EU registrations in 2025
ACEA said 1,880,370 new battery-electric cars were registered in the European Union in 2025, a 17.4% market share, up from 13.6% a year earlier. Total new car registrations rose 1.8% for the year, with volumes still well below pre-pandemic levels.
Cox Automotive: US EV sales fell to 234,000 in the fourth quarter of 2025
Cox Automotive said US electric vehicle sales fell to 234,000 in the fourth quarter of 2025, after government-backed incentives ended. It said that was down 46% from the third quarter and 36% from a year earlier. Kelley Blue Book estimates put the EV share of 2025 new-vehicle sales at 7.8%, down from 8.1% in 2024.
Tesla reports 418,227 deliveries for the fourth quarter and 1,636,129 for 2025
Tesla said it produced 434,358 vehicles and delivered 418,227 in the fourth quarter of 2025. For the full year it reported 1,654,667 produced and 1,636,129 delivered. It deployed a record 14.2 GWh of energy storage products in the quarter and 46.7 GWh in 2025.
BYD reports 4,602,436 new energy vehicle sales for 2025
BYD's December filing shows 4,602,436 new energy vehicles sold in 2025, up 7.73%, including 2,256,714 battery-electric passenger cars, up 27.86%, and 2,288,709 plug-in hybrid passenger cars, down 7.91%. December sales were 420,398, against 514,809 a year earlier. Figures are unaudited.
ACEA: battery-electric cars at 16.9% of EU registrations through November 2025
ACEA said 1,662,399 new battery-electric cars were registered in the European Union in the first eleven months of 2025, a 16.9% market share, up from 13.4% a year earlier. Total new car registrations rose 1.4% over the period.
BYD reports 480,186 new energy vehicle sales for November 2025
BYD's filing shows 480,186 new energy vehicles sold in November 2025, against 506,804 a year earlier, including 237,540 battery-electric and 237,381 plug-in hybrid passenger cars. Sales for January to November were 4,182,038, up 11.30%. Exports were 131,935. Figures are unaudited.
ACEA: battery-electric cars at 16.4% of EU registrations through October 2025
ACEA said 1,473,447 new battery-electric cars were registered in the European Union in the first ten months of 2025, a 16.4% market share, up from 13.2% a year earlier. Total new car registrations rose 1.4% over the period.
BYD reports 441,706 new energy vehicle sales for October 2025
BYD's filing shows 441,706 new energy vehicles sold in October 2025, against 502,657 a year earlier, including 222,559 battery-electric and 214,297 plug-in hybrid passenger cars. Sales for January to October were 3,701,852, up 13.88%. Exports were 83,904. Figures are unaudited.
ACEA: battery-electric cars at 16.1% of EU registrations through September 2025
ACEA said 1,300,188 new battery-electric cars were registered in the European Union in the first nine months of 2025, a 16.1% market share, up from 13.1% a year earlier. Total new car registrations rose 0.9% over the period.
Cox Automotive estimates a record 438,487 US EV sales in the third quarter of 2025
Cox Automotive's Kelley Blue Book estimates put US electric vehicle sales at a record 438,487 in the third quarter of 2025. By those estimates, that was up 29.6% from a year earlier, as buyers rushed to beat expiring incentives. EVs were 10.5% of vehicle sales. Tesla's share of EV sales fell to 41% from 49% a year earlier.
Tesla reports a record 497,099 deliveries for the third quarter of 2025
Tesla said it produced 447,450 vehicles and delivered 497,099 in the third quarter of 2025, of which 481,166 were Model 3 and Model Y. It deployed 12.5 GWh of energy storage products. Tesla called the quarter a record for both deliveries and deployments.
BYD reports 396,270 new energy vehicle sales for September 2025
BYD's filing shows 396,270 new energy vehicles sold in September 2025, against 419,426 a year earlier, including 205,050 battery-electric and 188,010 plug-in hybrid passenger cars. Sales for January to September were 3,260,146, up 18.64%. Exports were 71,256. Figures are unaudited.
Update history
- Rewritten in shorter, plainer sentences. No facts were changed.
- A new tracker logs each Tesla delivery report, BYD monthly sales filing, EU battery-electric registration release and US EV sales estimate as it is published, with the source for every figure.
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