Tesla has begun quantity manufacturing of its electrical Class 8 Semi truck at its Nevada manufacturing unit, a serious milestone as the corporate prepares to increase industrial deliveries within the U.S. and enter the European market in 2027.
The Austin, Texas-based electrical car producer confirmed the manufacturing milestone Wednesday in its third-quarter earnings report, itemizing put in annual manufacturing capability of 25,000 Semis at its Nevada facility.
Tesla CEO Elon Musk additionally highlighted the event through the firm’s earnings name with analysts on Wednesday.
“We additionally started manufacturing of the Tesla semi-truck in Q3, our Class 8 heavy-duty truck,” Musk mentioned throughout his opening remarks.
Tesla (Nasdaq: TSLA) supplied up to date efficiency figures for the Semi in its third-quarter earnings presentation, highlighting the truck’s vary and power effectivity and its high-volume manufacturing line on the firm’s Nevada manufacturing unit.
“The highest variant can go 500 miles at a full 82,000 lbs gross mixture weight whereas attaining an effectivity of 1.7 kWh/mile,” Musk mentioned. “That effectivity permits the Tesla Semi to make use of a 3rd of the power utilized by a comparable diesel truck to haul the identical payload. In a transportation market the place power is likely one of the largest parts of whole value per mile, it will present a significant benefit to Tesla Semi operators.”
Nevertheless, Tesla didn’t disclose what number of Semi vehicles have been produced or delivered through the quarter, and its reported manufacturing capability doesn’t essentially mirror its present manufacturing charge.
Tesla reported third-quarter income of $28.05 billion, basically unchanged from $28.1 billion throughout the identical interval final 12 months.
Tesla reported adjusted earnings of 48 cents per share within the third quarter, down 4% from 50 cents per share a 12 months earlier. GAAP earnings fell 44% to 22 cents per share.
GAAP internet earnings attributable to widespread stockholders fell 43% 12 months over 12 months to $787 million, in contrast with $1.37 billion within the third quarter of 2025.
Working earnings declined 56% to $718 million, whereas working bills elevated 39% to $4.78 billion.
Tesla reported $1.53 billion in free money movement and ended the quarter with roughly $45.45 billion in money, money equivalents and short-term investments.
The corporate produced 464,391 passenger automobiles through the quarter and delivered 486,532, down roughly 2% from the identical interval in 2025.
Tesla additionally revised its 2026 capital expenditure steering to roughly $20 billion because it continues investing in manufacturing, synthetic intelligence, robotics and power infrastructure.
Metric
Q3 2026
Q3 2025
Change
Adjusted (non-GAAP) diluted EPS
$0.48
$0.50
-4%
GAAP diluted EPS
$0.22
$0.39
-44%
Tesla’s growth plans prolong past North America, with the corporate concentrating on its first European buyer deliveries of the Semi by the tip of 2027.
Throughout the IAA Transportation convention in Hannover, Germany, in September, Dan Priestley, head of Tesla’s Semi program, mentioned the corporate deliberate to start European buyer demonstrations through the first half of 2027.
The preliminary European vehicles will likely be manufactured at Tesla’s Nevada manufacturing unit.
“What we’re engaged on proper now’s lining up clients which can be extremely excited by experiencing the truck by means of demonstrations within the first half of subsequent 12 months, with the chance then to take supply, concentrating on by the tip of subsequent 12 months,” Priestley mentioned through the convention, in response to BigRig’ earlier reporting.
Tesla has additionally outlined plans to start deploying greater than 100 Megacharger stalls in Europe in 2027, with a charging capability of as much as 1.2 megawatts per stall.
Priestley beforehand mentioned the corporate had not decided on establishing a European Semi manufacturing plant, citing obtainable capability at its Nevada facility.
Tesla’s third-quarter earnings presentation didn’t present a brand new European supply schedule or disclose the variety of vehicles allotted to the market.
Tesla’s manufacturing milestone follows its choice because the lead provider for a 2,500-truck battery-electric Class 8 order introduced in September.
The order is being coordinated by means of ZET SCALE, the Zero-Emission Truck Shipper-Provider Alliance Main Electrification, organized by Catalyst Mobility and Sensible Freight Centre.
Key figures from Tesla’s Q3 report
| Metric | Q3 2026 |
| Semi put in annual capability | 25,000 vehicles |
| Semi most said vary | 500 miles |
| Semi said power consumption | 1.7 kWh/mile |
| Complete firm income | $28.05 billion |
| GAAP internet earnings attributable to widespread stockholders | $787 million |
| Working earnings | $718 million |
| Free money movement | $1.53 billion |
| Passenger car deliveries | 486,532 |
Why it issues: Tesla’s transition from restricted fleet deployments to quantity manufacturing may reshape competitors within the electrical Class 8 market, though precise manufacturing and supply volumes stay undisclosed.
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