Tesla $TSLA has ended production of the Model S sedan and Model X $TWTR SUV, closing out 14 years of manufacturing at its Fremont, California factory. The company announced the news on social media alongside a photo of the final vehicles built at the plant.
The end of production had been foreshadowed months earlier. On a January earnings call, Tesla CEO Elon Musk told investors, "We expect to wind down S and X production next quarter and basically stop production," before adding, "That is slightly sad, but it's time to bring the S and X programs to an end, and it's part of our overall shift to an autonomous future."
A limited "Signature Series" offering marked the close of the production run, with invite-only customers given the opportunity to purchase specially trimmed S and X Plaid variants, per a detail reported by Gizmodo. The final Model S was photographed on the assembly line with plant workers' signatures on its body panels.
When it launched in 2012, the Model S carried a base price of around $60,000. The long-range version delivered 265 miles on a charge, and buyers seeking more power could opt for a Performance trim that put out upward of 400 horsepower. Successive updates pushed performance and range well beyond those early figures; by 2026 the standard Model S was rated for 410 miles per charge, while the Plaid trim's tri-motor setup produced more than 1,000 horsepower and could reach 60 mph in 1.99 seconds under ideal conditions.
Introduced in 2015, the Model X brought seating for up to seven and its signature Falcon Wing doors, which swept upward rather than swinging out. By its final 2026 model year, the X had been tuned to a 352-mile range rating, with the Plaid trim posting a 0-60 time of 2.5 seconds. Taken together, the two nameplates accounted for roughly 750,000 sales across their production runs.
No replacements for either vehicle have been announced. Tesla is shifting focus toward robotics, robotaxis, and artificial intelligence, with Musk using recent earnings calls to redirect investor attention toward Optimus humanoid robots and autonomous driving technology.
The two models had become a minor part of Tesla's overall business. In 2025, when Tesla delivered about 1.64 million vehicles total, the Model 3 and Model Y accounted for 97% of that volume. Tesla missed Wall Street delivery expectations in the first quarter of 2026, shipping 358,023 vehicles against production of 408,386, with the Model 3 and Model Y making up 341,893 of those deliveries.