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Deliveries

All articles tagged with #deliveries

business9 days ago•16 min saved

Tesla clears backlog with 480,126 Q2 deliveries, topping forecasts

Tesla reported Q2 production of 451,758 and 480,126 deliveries, well above consensus (roughly 396k–408k from Bloomberg/IR/Goldman/Morgan Stanley), effectively clearing its earlier backlog and marking ~25% year‑over‑year growth. The strong print suggests robust demand and an unwind of vehicle inventory, with analysts lifting or reaffirming 2026 targets as a result. Geographic delivery details weren’t disclosed, but the beat reinforces a more positive near‑term narrative for Tesla’s auto business.

via Yahoo Finance|

#backlog #business #deliveries

business10 days ago•3 min saved

Rivian Beats Q2 Deliveries, Lifts Full-Year 2026 Outlook

Rivian posted Q2 2026 production of 12,613 vehicles and deliveries of 12,194 (above its 9,000–11,000 forecast), and raised its full-year 2026 delivery guidance to 65,000–70,000 vehicles, signaling improved supply and stronger demand; Q2 results are due July 30 with an accompanying webcast.

via Electrek|

#business #deliveries #ev

business10 days ago•4 min saved

Tesla posts stellar Q2 rebound with deliveries well above estimates

Tesla posted Q2 2026 deliveries of 480,126 and production of 451,758, topping StreetAccount’s ~406k delivery forecast and Tesla’s own 406,024 consensus, a roughly 25% year-over-year rise and a 34% quarter-over-quarter jump. Model 3 and Model Y accounted for 467,762 deliveries (97%). The company is seeking a rebound amid competition and demand shifts, while energy storage deployments reached 13.5 GWh and SpaceX bought Megapacks to support xAI; results are due July 22 after the market close.

via CNBC|

#auto-industry #business #deliveries

business11 days ago•10 min saved

Tesla Rally Heats Up Ahead of Key Q2 Delivery Report

Tesla stock jumped about 8% in Monday trading—the strongest one-day gain in over a year—as investors bet the company could beat Q2 delivery estimates on stronger demand in Europe and China; Goldman Sachs lifted its forecast to 420,000 vehicles, with Barclays and Morgan Stanley also revising higher ahead of the July 2 delivery report. A Version 14 Lite Full Self-Driving update for older Hardware 3 cars and a broader tech rally provided support, while investors watch margins and progress on robotaxi/Optimus plans.

via Yahoo Finance|

#analysts #business #deliveries

business12 days ago•9 min saved

Tesla Rally Gains Pace on Safety Clearance, Strong Deliveries Outlook and AI Tease

Tesla’s stock jumped after the NHTSA closed its engineering analysis into a power-steering issue on 2023 Model 3 and Model Y, following Tesla’s software recall; Wall Street lifted Q2 delivery estimates (Morgan Stanley ~413k, Barclays ~418k) amid a demand rebound in Europe and China, while Elon Musk signaled xAI’s Grok 4.5 is in private beta at Tesla and SpaceX, lending an AI-driven momentum to the rally.

via Yahoo Finance|

#business #deliveries #nhtsa

business14 days ago•10 min saved

Analysts Forecast ~406k Tesla Deliveries for Q2 2026 With Energy Storage Rise

Tesla's Q2 2026 analyst consensus projects 406,024 total deliveries, with the majority in Model 3/Y and about 12,978 in other vehicles (Cybertruck/S/X/Semi). Energy storage is expected at 13.8 GWh, up about 36% from Q1, aided by Megafactory Shanghai and upcoming U.S. production. Official delivery numbers are typically released in early July (around July 2), with full Q2 earnings following after market close on July 22.

via Not a Tesla App|

#analyst-consensus #business #deliveries

business14 days ago•6 min saved

Tesla Eyes 406,000 Q2 Deliveries as Consensus Signals Modest 2026 Growth

Tesla’s Q2 2026 delivery consensus sits at 406,024 vehicles from 22 analysts, about 5.7% above Q2 2025, with 392,625 Model 3/Y and 12,978 from all other models. For the full year, deliveries are seen at roughly 1.65 million, essentially flat vs. 2025, while forecasts extend to 2030 with wide dispersion. Energy storage remains the brighter spot, projected at 13.8 GWh in Q2 and 57.9 GWh for 2026, climbing in later years. The piece notes Tesla’s IR consensus is used to set a low bar ahead of quarters, amid competition from BYD and reliance on China for volume.

via Electrek|

#analyst-consensus #business #deliveries

business1 month ago•9 min saved

Xiaomi’s EV arm posts Q1 loss even as deliveries climb

Xiaomi’s EV division reported a Q1 operating loss of 3.1 billion yuan ($460 million) despite a 6.57% YoY rise in deliveries to 80,856 units, hit by Spring Festival drag and a mid-cycle SU7 facelift. EV revenue reached about 19 billion yuan with a 20.1% gross margin for the innovative segment; the company reaffirmed a 2026 delivery target of 550,000 units and plans for overseas expansion in 2027, including Europe as the first stop.

via CnEVPost|

#business #deliveries #ev

business1 month ago•21 min saved

NIO Reports Q1 2026 Revenue Rise as Deliveries Jump 98% YoY, Guides Q2 Growth

NIO posted RMB25.5B in total revenues for Q1 2026 and delivered 83,465 vehicles (up 98.3% YoY), with vehicle margin at 18.8% and gross margin at 19.0%; GAAP net loss was RMB332.1M, while cash and equivalents stood at RMB48.2B. The company expects Q2 deliveries of 110k–115k and total revenues of RMB32.8–34.4B as it advances launches across its NIO, ONVO, and FIREFLY brands, including the ES9 and ONVO L80.

via NIO - Home|

#business #deliveries #earnings

business2 months ago•2 min saved

Lucid to trim production to align with demand as inventory sits high

Lucid Group said it will take steps to better align its production with customer demand and reduce an elevated EV inventory, with no plan to idle its Arizona plant and no firm recantation of prior guidance to produce 25,000–27,000 units. In Q1 2026, the company produced 5,500 vehicles but delivered 3,093, and it cited a supplier issue affecting Gravity deliveries, as it seeks to convert excess inventory into revenue through disciplined cost control and improved delivery cadence, following a quarterly results miss relative to expectations.

via CNBC|

#business #deliveries #electric-vehicles

market-news2 months ago•16 min saved

Boeing Delivers Q1 Beat as Jet Deliveries Rise and Loss Narrows

Boeing beat Q1 2026 estimates with $22.2 billion in revenue (vs $21.91B expected) and an adjusted loss per share of $0.20 (versus a $0.68 loss expected), as jet deliveries rose to 143 in the quarter and the backlog climbed to a record $695 billion. The Defense, Space & Security segment posted a 50% jump in earnings to $233 million, while Commercial Airplanes revenue rose 13% to $9.2 billion but posted a $563 million loss; production is climbing toward 42 Max aircraft per month, with Max 7/10 certifications expected later this year and deliveries to begin in 2027. Boeing projects about 660 planes in 2026, and Wall Street remains bullish with a Strong Buy consensus and a target near $275, implying roughly 25% upside as BA stock rose over 5% on the news.

via TipRanks|

#ba #boeing #deliveries

market-news4 months ago•16 min saved

Boeing Slips on Wiring Snag That Delays 737 MAX Deliveries

Boeing’s stock slid after the company said a machining error caused wiring scratches on some 737 MAX jets, delaying deliveries briefly. The issue is small and expected to be fixed in days, with only a potential minor hit to Q1 2026 deliveries, while the full-year target of about 500 MAX jets remains intact as orders rise. Analysts remain bullish, with a Strong Buy consensus and an average price target around $276.36, implying roughly 24% upside.

via TipRanks|

#737-max #ba #boeing

business4 months ago•10 min saved

Nio’s February Deliveries Soar, as Spring Promotions Extend to Fuel March

Nio delivered 20,797 vehicles in February, up about 58% year-on-year despite Lunar New Year disruptions, with the main brand at 15,159 units (up 65.8% YoY but down from January). To sustain momentum into March, Nio extended seven-year low-interest loans and subsidies across its main brand and its Onvo and Firefly sub-brands through the end of the month.

via CnEVPost|

#business #deliveries #ev

business5 months ago•8 min saved

Xpeng's January deliveries slip as tax changes bite

Xpeng delivered 20,011 cars in January 2026, down 34.07% year-on-year and 46.65% month-on-month, pressured by a 5% purchase tax on NEVs and weaker policy support. The X9 MPV continued to sell well with 51,897 cumulative deliveries since its launch. Xpeng targets up to 600,000 deliveries in 2026, plans four new models, and is adjusting financing options amid subsidy changes.

via CnEVPost|

#business #deliveries #ev

business5 months ago•9 min saved

Nio hits 60,000th ES8 delivery as ES9 looms

Nio has delivered its 60,000th third‑generation ES8 SUV, two weeks after the 50,000th unit, with the milestone announced by Yang Bo on Weibo in Guangzhou. December deliveries reached 48,135 vehicles, with the ES8 contributing 22,258 units. As production capacity increases and wait times shrink to about 11–12 weeks, Nio is gearing up for the ES9 launch in Q2, likely debuting at the Beijing auto show and sharing technology with the ET9.

via CnEVPost|

#3rd-gen-es8 #business #deliveries