Tesla is expected to report third-quarter production and deliveries on Oct. 2. Delivery estimates range from Goldman Sachs’ 435,000 to Barclays’ 475,000, with consensus near 461,000; the report may also provide clues on Cybercab and Semi production.
Tesla has not historically broken out Cybercab and Semi figures, grouping them in an “Other Models” category. The autonomous Cybercab, which has no pedals or steering wheel, began production earlier this year; the Semi recently received a large order. The article gives no model-specific production totals.
Tesla deliveries declined year over year in both 2024 and 2025, while the article says auto sales appeared to be rebounding somewhat in 2026. Goldman Sachs cut its estimate after its regional sales data began tracking below expectations.
