Tesla delivered 8,295 vehicles in its “Other Models” category in the third quarter of 2026, and the Cybertruck is the largest piece of that bucket. Electrek, the electric-vehicle news site, puts Cybertruck deliveries for the quarter at 7,000 to 8,000 trucks. Against a production line that was planned for 250,000 a year, that pace is a small fraction of what the factory was meant to do, and the estimate is Electrek’s own, because Tesla does not report the truck separately.
Tesla folds the truck into a single “Other Models” line alongside the Model S, Model X, Semi and Cybercab. The quarter’s Cybertruck figure therefore has to be reconstructed from what Tesla does report and from what is known about each of the other vehicles sharing the line item.
Electrek’s arithmetic behind the 7,000 to 8,000 estimate
Tesla’s production and deliveries release of Oct. 2 lists 7,004 “Other Models” built and 8,295 delivered in the quarter, against 464,391 vehicles produced and 486,532 delivered overall. The release never mentions the Cybertruck by name. Model 3 and Model Y accounted for the remaining 478,237 deliveries, according to electrive’s breakdown of the same release.
Fred Lambert of Electrek, in an Oct. 7 analysis, subtracted the other vehicles in the category to arrive at the truck. Model S and Model X production ended in April, leaving about 600 cars in inventory plus a final run of 350 Signature cars, which Electrek estimates added only a few hundred deliveries in the quarter. The Semi began volume production and customer deliveries on Sept. 25, so Electrek puts its third-quarter deliveries in the hundreds. What remains is the Cybertruck, at 7,000 to 8,000.
The estimate carries real uncertainty, and Electrek says so. The Cybercab is the main unknown: Tesla built a few thousand, and it is unclear whether Tesla counts units placed in its own robotaxi fleet as deliveries. Tesla also does not say whether the 7,004 production figure includes Cybercabs. If it does, Tesla built fewer Cybertrucks than it delivered and sold the difference out of inventory.
The 250,000 figure and the installed capacity
Electrek reports that Tesla planned the Cybertruck line for 250,000 units a year, a volume that dwarfs anything the truck has delivered. Tesla’s most recent shareholder letter, as Electrek reads it, lists more than 125,000 units of installed capacity for the truck, roughly half the original plan.
Measured against either number, the quarter is thin. At 8,000 a quarter, or 32,000 a year, sales would be about 13% of the 250,000 plan and about a quarter of the installed capacity. Electrek says the 7,000 to 8,000 range implies a pace of roughly 30,000 a year.
The category itself has fallen sharply, and the slide is visible across Tesla’s own quarterly reporting. Other Models deliveries were down 48% from 15,933 a year earlier, per Electrek’s report on the Oct. 2 release, and below the 12,364 of the second quarter. Electrek calls 8,295 the lowest total for the category since 2021. The same release shows Tesla deliveries overall at 486,532, so the whole Other Models line, truck included, made up under 2% of the quarter’s total, with Model 3 and Model Y supplying the rest.
Price increases and a tooling dispute
Demand is not the only thing that shaped the quarter, since a supplier fight interrupted output for weeks, and a late-June trim change arrived in the middle of it. In July, Tesla sued its casting supplier Angstrom Automotive Group in the U.S. District Court for the Western District of Texas, Case No. 6:26-cv-0477, filed July 23. In Electrek’s account of the filing, Tesla said “several thousand Cybertrucks already committed to customers” could not be built without the die-cast tooling held at Angstrom’s Troy, Texas plant, and that rebuilding the dies would take five to six months. Angstrom had not commented publicly.
Prices moved the other way from volume. On Aug. 26, Tesla raised the Cybertruck Dual-Motor AWD from $69,990 to $74,990 and the Premium AWD from $79,990 to $84,990, while the Cyberbeast stayed at $99,990. Electrek notes that a cheaper dual-motor trim began reaching customers in late June and that high gas prices lifted electric-vehicle demand broadly, which makes a 7,000 to 8,000 quarter harder to read as pure weakness. The Dual-Motor trim, which launched in February at $59,990, now costs $15,000 more than it did then.
Electrek says it does not expect the Other Models line to stay a clean proxy for the truck, because Semi production is ramping at a factory Tesla says can build 50,000 of them a year, and every one will land in the same category. Its next check is the fourth quarter, when the backlog from the tooling dispute should be cleared and demand can be read without it.
This article was produced with the assistance of AI and reviewed by Morning Overview editors prior to publication.
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