Tesla’s global deliveries rose 25% in the second quarter, with the company attributing much of the improvement to stronger sales momentum in Europe as fuel prices stay high.

Tesla said it delivered 480,126 vehicles in the three months ended June 30, up from 384,122 a year earlier and above market expectations. The company delivered 467,762 vehicles in the quarter that were Model 3 or Model Y (built at Tesla’s Gigafactory in Texas), with the remaining deliveries coming from other models such as Cybertruck and Tesla Semi.

The results reflect a split between regions. Europe and China helped support Tesla’s recovery, while the U.S. remained under pressure after changes that hurt EV affordability, including the end of federal tax incentives for many buyers. Analysts had forecast continued year-over-year weakness in the U.S., and Tesla’s European improvement was framed as part of a broader shift as consumers look for alternatives to expensive petrol and diesel.

Industry data also pointed to a rebound in Europe’s Tesla registrations earlier in 2026, even as Tesla’s market share there still trailed major Chinese competitors. In parallel, Tesla has continued adapting its lineup—ending production of certain premium models earlier this year—and has leaned on technology partnerships and driver-assistance approvals in multiple European countries.

Looking forward, Tesla’s deliveries are expected to remain influenced by EV pricing, regional demand, and competition, with the company also emphasizing future growth tied to autonomy and its robotaxi plans.