Model S and Model X Sign Off With a U.S. Sales Surge — 64% and 62% in H1 2026

Tesla's two original flagships got a farewell party in the form of a sales surge. New registration data from S&P Global Mobility shows the Model S recorded 6,876 U.S. registrations in the first half of 2026, up 64% from 4,187 in the same period of 2025. The Model X climbed 62%, from 6,521 to 10,575 registrations — even as Tesla ended production of both vehicles earlier this summer.

The numbers point to a classic end-of-run effect: customers rushed to secure one of the remaining vehicles once it became clear the lineup was going away. Tesla also sent the S and X off with a limited Signature Series run — 250 Model S units and 100 Model X units.

The bigger picture: Model Y carries the lineup

Tesla recorded 267,497 total U.S. registrations between January and June, down only 1.3% from 271,026 a year earlier. But the aggregate hides sharp shifts between models:

• Model Y: 184,688 registrations, up 23% from 150,367 — nearly 70% of Tesla's U.S. volume
• Model 3: 56,885 registrations, down more than 41% from 97,120
• Cybertruck: 8,473 registrations, down roughly 34% from 12,831
• Model S: 6,876 registrations, up 64%
• Model X: 10,575 registrations, up 62%

Why Cybertruck's decline raises eyebrows

The Cybertruck's slide comes despite there being no end-of-production story to explain it — and Tesla raised U.S. Cybertruck prices by $5,000 earlier this week into falling demand, a move observers have found difficult to square with the registration data. Whether the increase reflects tariff-driven input costs or a deliberate margin strategy, the direction of demand and pricing are now pointed in opposite directions.

The Canadian angle

Production of the Model S and Model X has ended globally, which means Canadian inventory is now finite — anyone in Canada who wants a new S or X is choosing from remaining stock, and extended service-agreement coverage becomes a more important part of that purchase math. The registration data also foreshadows a Canadian used-market effect: a final, well-defined production run tends to firm up residual values for the last model years, a pattern already visible in how the used market prices end-of-run vehicles.

More fundamentally, the H1 data confirms where Tesla's volume now lives. With the S and X gone and Cybertruck contracting, the Model Y isn't just Tesla's best-seller — it is roughly seven in every ten Tesla registrations, the same single-model concentration that has made it the world's best-selling car.

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