Tesla reported delivering **486,532 vehicles** between July and September 2026, surpassing the expectations of Wall Street analysts, who had predicted around **462,000 units**. This result marks a **5.3% increase** compared to the estimates but is **2.1% lower** than the record set in the same period in 2025. The Model 3 and Model Y accounted for more than **98%** of Tesla’s deliveries, while the "other models" category, which now includes the Cybertruck and the first Tesla Semi, saw **8,295 deliveries** for **7,004 vehicles** produced. Tesla’s energy division deployed **13.7 gigawatt-hours (GWh)** of storage capacity during the quarter, signaling continued growth in its energy business. However, the pace of this growth remains slightly below the most optimistic market projections. According to CNevpost, BYD recorded **762,478 battery electric vehicles (BEVs)** for passenger cars in the third quarter of 2026, with nearly **273,000 fully electric vehicles** registered in September 2026 alone. BYD’s strong performance in China and emerging markets like Latin America contrasts with Tesla’s growth, which is mainly driven by the European market, partly due to rising fuel prices. Tesla can no longer claim to be the world leader in electric vehicles, as BYD continues to achieve higher volumes in pure electric vehicles without relying on plug-in hybrids. The real satisfaction of the quarter comes from Tesla’s energy division, although the pace of growth remains slightly below market expectations. It is not yet known whether the Cybercab will be included in the "other models" category. If it is, the production of Tesla’s robotaxis could potentially mask the slower performance of the Cybertruck.