Tesla TSLA Q3 2021 vehicle delivery numbers

Tesla delivered 241,300 electric vehicles during the third quarter of 2021, the company reported Saturday.

The quarter’s deliveries topped expectations. Analysts predicted that Tesla would deliver around 220,900 electric cars during this period, according to estimates compiled by StreetAccount as of September 30.

The company produced 237,823 cars in the period ending September 30, 2021, Tesla said in its report. Of that, 228,882 were its Model 3 and Y vehicles, its more affordable mid-range offerings.

The remainder produced amounted to 8,941 of its Model S and X vehicles.

Last quarter, Tesla delivered 201,250 vehicles and produced 206,421 cars, even as production of its Model S and X vehicles fell below 2,500.

“Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5% or more,” the company said in a statement.

Tesla does not break out delivery numbers by model, nor does it report sales or production numbers from China versus the U.S. (Deliveries are the company’s closest approximation of vehicle sales.)

The press release announcing the deliveries was dated Austin, Texas, in a first for the company. Tesla’s web site still lists its headquarters as being in Palo Alto, Calif., but Elon Musk moved to Texas last year and the company is building a new factory in the Austin area.

Tesla is also planning to conduct its annual shareholder meeting at its new factory under construction near Austin on October 7. Musk previously threatened to move Tesla’s headquarters out of California in the spring of 2020 when the state’s Covid-related health orders required Tesla’s Fremont factory to temporarily suspend operations for a few weeks.

At the time, California Gov. Gavin Newsom told CNBC he was “not worried about Elon leaving any time soon,” and voiced support for Tesla.

Elon Musk‘s electric vehicle maker now produces cars at its Shanghai plant, and U.S. factory in Fremont, California, while continuing to produce batteries domestically with Panasonic at their sprawling facility outside of Reno, Nevada.

During the period ending September 30, 2021, Tesla began to ship some lithium iron phosphate batteries from China to be used in Model 3 vehicles made for customers in the U.S.

Tesla also temporarily suspended some operations at its vehicle assembly plant in Shanghai, where it makes cars for customers in China and Europe. The halts were attributed to a global semiconductor shortage, which has posed a challenge to Tesla all year, and plagued the entire auto industry.

New battery electric models, notably Rivian’s R1T and Lucid Motors’ long-delayed luxury Lucid Air sedan, are now in production and selling to customers in the U.S., an indication that competition is heating up in key markets for Tesla.

At the same time, interest in electric vehicles is rising too, even in the U.S. a laggard in adoption compared to China and…