AI illustration: Model S and X production ends next quarter (Q2 2026)
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Model S and X production ends next quarter (Q2 2026)

“We expect to wind down S and X production next quarter and basically stop production of Model S and X next quarter.”
— Elon Musk · Jan 28, 2026 · Tesla Q4 2025 Earnings Call — Musk on winding down Model S/X ↗
What actually happened

After Musk's January 28, 2026 announcement, Tesla built the last Model S and Model X units at its Fremont plant in early May 2026 and confirmed on X that production of both premium models had ended. The wind-down was completed within Q2 2026, ahead of the June 30 deadline, as the lines are repurposed for Optimus. electrive.com ↗

The Progression

Jan 28, 2026
The promise: “We expect to wind down S and X production next quarter and basically stop production of Model S and X next quarter.” · Tesla Q4 2025 Earnings Call — Musk on winding down Model S/X ↗
May 9, 2026
Delivered — on time. After Musk's January 28, 2026 announcement, Tesla built the last Model S and Model X units at its Fremont plant in early May 2026 and confirmed on X that production of both premium models had ended. The wind-down was completed within Q2 2026, ahead of the June 30 deadline, as the lines are repurposed for Optimus. electrive.com ↗
Today · Jul 20, 2026
Status: Delivered · on time. It happened.

On the Q4 2025 earnings call Musk announced the end of Tesla's two flagship vehicles after 14 years, freeing the Fremont lines for Optimus robot production. The final Model S and Model X (a 350-unit Signature Edition run) rolled off the line on May 9, 2026 — inside the stated window. One of the rare Musk timelines that landed on schedule.

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LAST CHECKED 2026-06-27

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