NASDAQ: TSLA · United States
Tesla is the benchmark every Chinese carmaker on this site is measured against, and since 2025 the one whose volume has been easiest to lose. Its two businesses have pulled apart: vehicle deliveries fell for two straight years before recovering in 2026, while energy storage deployments set a record almost every quarter through the same stretch.
| Period | Vehicles delivered | Source |
|---|---|---|
| Q1 25 | 336,681 | Tesla Q1 2025 production, deliveries & deployments |
| Q2 25 | 384,122 | Tesla Q2 2025 production, deliveries & deployments |
| Q3 25 | 497,099 | Tesla Q3 2025 production, deliveries & deployments |
| Q4 25 | 418,227 | Tesla Q4 2025 production, deliveries & deployments |
| Q1 26 | 358,023 | Tesla Q1 2026 production, deliveries & deployments |
| Q2 26 | 480,126 | Tesla Q2 2026 production, deliveries & deployments |
XPeng's gross margin rose from 17.3% to 20.7% over a year in which its cars got less profitable, not more. Both numbers come from the same filing. Here is how that works.
12 Sept 2026 · Deep dive · 8 min
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