But the delivery surge, while impressive, narrows but does not close Tesla's gap with BYD, which delivered 557,090 fully electric vehicles in Q2 2026. The quarter ranks as Tesla's best-ever Q2, surpassing the 466,140 vehicles delivered in Q2 2023. It has been less than a year since Musk claimed Tesla's robotaxi services would cover half of the US mainland by end-2025. The Q2 earnings call is the moment when Musk must either validate that narrative with concrete milestones or watch the market begin to question whether the premium is justified. Related articlesTesla's Q2 preview: the numbers will beat, but will the narrative?