In Q3 2026, Tesla reported 8,295 deliveries in its 'Other Models' category, a 48% decline compared to the previous year. This figure represents the lowest quarterly total for the segment since Q2 2021. The category currently includes the Cybertruck, the Semi, and remaining inventory of the Model S and Model X, as production of the latter two ended in April.
Analysts estimate that Cybertruck deliveries reached between 7,000 and 8,000 units during the third quarter. This pace suggests an annual output of approximately 30,000 vehicles, significantly below the company's planned capacity of 250,000 units per year. Tesla currently lists an installed capacity of more than 125,000 units for the Cybertruck line.
Tesla produced 7,004 'Other Models' in Q3, a 40% decrease from 11,624 units in the same period last year. The company does not provide a specific breakdown for Cybertruck production. In August, Tesla increased the price of the dual-motor Cybertruck trim by $5,000, bringing the starting price to $74,990.
The company began volume production of the Semi at its Nevada factory in April, with customer deliveries starting on September 25. While the Cybertruck remains the best-selling electric pickup in the US, its sales performance has been influenced by a backlog of orders and the introduction of a more affordable dual-motor trim in late June.
