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Tesla’s two longest-running vehicles are officially done. The company has ceased production of the Model S sedan and Model X SUV at its Fremont, California factory, with the last units rolling off the assembly line around May 10, 2026.
For the Model S, this marks the end of roughly 14 years of continuous production. The Model X had a slightly shorter run at approximately 11 years.
A limited farewell and a factory retooled
Tesla produced a limited “Signature Edition” run of 350 Plaid models to mark the occasion: 250 Model S units and 100 Model X units.
A delivery event is planned for mid-May. Tesla has indicated that existing inventory should be sufficient to meet remaining customer demand, with no plans to shift production elsewhere.
Tesla plans to repurpose the freed-up manufacturing capacity for its third-generation Optimus humanoid robot, which the company is pushing toward mass production.
What the Model S and Model X meant for Tesla
The Model S debuted in 2012, and the Model X followed in 2015, bringing falcon-wing doors. Together, the two models established Tesla’s credibility as a premium automaker and funded the development of the mass-market Model 3 and Model Y that now dominate the company’s sales volume.
In recent years, both vehicles had become increasingly niche within Tesla’s own lineup. The Model 3 and Model Y offered most of the Tesla experience at a fraction of the price, and the Cybertruck grabbed whatever attention was left in the premium segment.
What this means for investors and the broader market
Model S and Model X were low-volume but high-margin vehicles. Losing them from the product lineup means Tesla is walking away from a revenue stream with no immediate automotive replacement. The bet is that Optimus manufacturing will eventually generate returns that dwarf what those assembly lines were producing before.
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