Tesla delivered 8,295 units across its “other models” category in the third quarter of 2026, marking a 48% drop year-over-year according to Electrek. Analysts estimate that 7,000 to 8,000 of those vehicles were Cybertrucks, placing annual sales far below Elon Musk’s initial targets.
Elon Musk set a target of selling 250,000 Cybertrucks annually after the vehicle debuted in 2023. Three years later, delivery figures indicate that actual sales are hovering at a fraction of that ambition, with Benzinga noting that these goals have been crushed and demand remains well below ambitious targets. Tesla does not break out individual sales figures for the electric pickup, instead grouping the vehicle into a catch-all category that complicates public tracking.
That grouping historically included the Model S and Model X. With production of those legacy vehicles ending in April (reported by DigitalToday as concluding in April, while Yahoo Finance and Benzinga note production simply ended), the “Other Models” category now primarily covers the Cybertruck, alongside the Semi and the Cybercab.
Tesla Reports Q3 2026 Delivery and Production Figures
Tesla reported 8,295 deliveries in the other models category for the third quarter of 2026, a figure detailed by Electrek on Oct. 7 (local time). According to outside industry analysis, Cybertruck deliveries for the quarter likely landed between 7,000 and 8,000 units. The remaining balance includes a small number of leftover Model S and Model X inventory cars, alongside early deliveries of the Tesla Semi following the start of customer handovers on September 25.
Production figures for the category fell 40% year-over-year to 7,004 units (down from 11,624 units a year earlier). Analysts note that an unknown variable remains the Cybercab, which entered production at Gigafactory Texas in the second quarter. Because Tesla retains ownership of its robotaxis and has not clarified how it accounts for them in delivery statistics, total production figures cannot be attributed solely to the Cybertruck.
Comparing Cybertruck Sales to Annual Production Capacity
An annualized projection based on the third-quarter figures points to roughly 28,000 to 32,000 Cybertrucks sold over a twelve-month period. At the high end of that range, annual sales reach approximately 13% of Musk’s stated 250,000 goal.
The pace also trails installed factory capabilities. Tesla’s second-quarter investor presentation listed a maximum capacity of 125,000 Cybertrucks that can be produced at its Texas facility. While installed capacity does not equate to actual output, current demand absorbs roughly a quarter of what the plant is equipped to build. Using the same math as current quarterly estimates, S&P Global Mobility counted 7,071 Cybertruck registrations in Q4 2025, and 1,339 of those went to SpaceX and Elon Musk’s other companies.
Cybertruck Prices Fluctuate as Tesla Sues Casting Supplier
Demand for the vehicle has fluctuated alongside pricing changes and external disruptions. The Cybertruck saw brief spikes in interest following price reductions earlier in the year and the introduction of a cheaper dual-motor trim in late June. However, Tesla raised Cybertruck prices by $5,000 in August, bringing the starting price to $74,990 (as of 10.8.2026), per its site.
Production lines also faced internal friction. When Tesla filed a lawsuit against its Cybertruck casting supplier in July, court documents revealed that the company had several thousand Cybertrucks already committed to customers
that were stalled due to tooling issues.
That dispute disrupted manufacturing for weeks, meaning third-quarter totals included a backlog of orders that otherwise would have been fulfilled earlier in the year. Meanwhile, competition in the electric truck sector is set to expand. Ford Motor Co. plans to launch its Fathom EV truck next year with a retail starting price of $28,350, positioning it significantly below the starting cost of the Cybertruck. Ford previously ended production of the F-150 Lightning EV, a vehicle that outsold the Cybertruck in 2025, but was part of an EV segment that was unprofitable for the automotive company.