特斯拉公布2026年第三季度汽车生产及交付数据。三季度共生产464,391辆汽车，交付486,532辆，高于公司此前汇总的华尔街一致预期461,974辆，超出预期约2.46万辆、幅度约5.3%。
具体来看，Model 3/Y三季度产量为457,387辆，交付478,237辆；其他车型产量为7,004辆，交付8,295辆。
环比来看，特斯拉二季度交付480,126辆，意味着三季度交付量环比增长约1.3%；不过相比2025年第三季度创下的497,099辆纪录，同比仍下降约2.1%。
能源业务方面，特斯拉三季度储能产品部署量达到13.7 GWh，较二季度的13.5 GWh小幅增长，也高于去年同期的12.5 GWh，但低于此前华尔街一致预期的15.9 GWh。
特斯拉同时宣布，将于10月21日美股收盘后公布第三季度完整财务业绩，并举行财报电话会议。公司提醒，汽车交付量及储能部署量仅为衡量经营表现的部分指标，季度财务表现还受到平均售价、销售成本及汇率等因素影响。
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