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Tesla to End Model S and Model X Production by Mid-2026

lite News Desk 2 min read

At a glance

  • Tesla will stop producing Model S and Model X by Q2 2026
  • The Fremont factory will shift to making Optimus robots
  • Model S debuted in 2012, Model X in 2015

Tesla CEO Elon Musk announced during the company’s fourth-quarter 2025 earnings call that production of the Model S sedan and Model X SUV will conclude by the second quarter of 2026. This change affects two of Tesla’s earliest vehicle models and marks a shift in the company’s manufacturing plans.

Elon Musk described the end of the Model S and Model X programs as an “honorable discharge” and encouraged customers interested in these vehicles to place orders before production ends. Tesla will repurpose its Fremont, California facility, which currently manufactures these models, to produce the company’s Optimus humanoid robots.

The Model S was first introduced in 2012, followed by the Model X in 2015. Over the years, both vehicles have been part of Tesla’s product lineup, but recent sales figures indicate they make up a small portion of the company’s total deliveries.

In 2025, Tesla’s “other models” category, which includes the Model S, Model X, and Cybertruck, accounted for approximately 50,850 deliveries. This represented just over 3 percent of Tesla’s total vehicle sales for the year, which exceeded 1.6 million units.

What the numbers show

  • Production of Model S and Model X will end by Q2 2026
  • In 2025, Tesla delivered about 50,850 vehicles in the “other models” category
  • Tesla’s total vehicle sales in 2025 were over 1.6 million units
  • Automotive revenue declined by around 11 percent year-over-year in 2025

Tesla’s automotive revenue decreased by approximately 11 percent in 2025 compared to the previous year. The company’s decision to discontinue the Model S and Model X comes amid these financial results and a broader shift in production priorities.

The Fremont, California factory will be converted to support the manufacturing of Optimus humanoid robots. Tesla has stated that production of the Optimus robot is planned to begin before the end of 2026, with public sales targeted for 2027.

Tesla’s move to discontinue two of its earliest models and transition the Fremont facility to robotics production reflects a change in the company’s operational focus. The company has encouraged customers interested in purchasing a Model S or Model X to act before production ends.

The company’s plans for the Optimus robot mark a new direction for the Fremont factory, which has previously been dedicated to vehicle manufacturing. According to Tesla, the shift in production is scheduled to take place after Model S and Model X manufacturing concludes in 2026.

* This article is based on publicly available information at the time of writing.

Sources and further reading

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