Tesla (0R0X) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.44

Last Year’s EPS

0.4

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 30 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 22, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a largely positive long-term strategic outlook driven by rapid progress on AI (AI5/Dojo), strong FSD adoption, product roadmaps (Optimus, Cybercab, Semi), factory throughput gains (Giga Berlin) and high energy gross margins. However, the near term contains notable operational and financial headwinds: a sharp sequential decline in energy deployments (−38%), battery pack capacity constraints limiting vehicle growth, significant multi‑year CapEx (over $25B) that will suppress free cash flow, mark-to-market Bitcoin losses (−22% q/q), tariff uncertainty and hardware retrofit requirements for unsupervised FSD. Overall, management’s tone was confident and forward‑looking, but the company is trading short‑term profitability and cash flow for large strategic investments that should benefit growth and margins longer term.

Company Guidance

Management reiterated a very investment‑heavy 2026, guiding to over $25 billion of CapEx for 2025–2026 to fund six factories and AI/robotics initiatives (expecting negative free cash flow for the rest of the year after Q1 free cash flow of just over $1.4 billion); Q1 operational metrics included Giga Berlin output of >61,000 units, the highest Q1 order backlog in over two years, and auto margins (ex‑credits) improving sequentially from 17.9% to 19.2% (with ~$230M of warranty true‑downs and some tariff relief), while energy deployments were 6–8.8 GWh (a 38% sequential decline) but 2026 deployments are expected to exceed 2025 and energy gross margin ran >39.5% (helped by >$250M of tariff recognitions). On software and product timing, FSD reached nearly 1.3M paid customers (≈180k net new this quarter, subscriptions driving most growth; upfront purchases +7%), unsupervised FSD is targeted for gradual fleet rollout with customer availability likely in Q4 and Robotaxi revenue expected modest in 2026 but material next year, v14.3 is a key step with v15 due later, HW3 lacks the memory bandwidth for unsupervised FSD (1/8 of HW4), AI5 is taped out, an AI4.1 upgrade (32GB per SoC → 64GB total, ~10% compute uplift) is targeted mid‑next year, a ~$3B research fab (a few thousand wafers/month) is planned, and Optimus production is assumed to start in late July–August with a second Giga Texas Optimus line aimed for summer next year.

Large, Strategic Capital Investment Plan

Management announced a major increase in capital expenditures to fund batteries, AI, chip fabs, Optimus and factory expansion — targeting over $25 billion of CapEx across 2025–2026 to position Tesla for significantly higher future production and revenue.

FSD Adoption and Regulatory Progress

Paid FSD customers reached nearly 1.3 million globally, with roughly 180,000 new paying users this quarter; subscriptions drove most growth. FSD received approvals in the Netherlands and approvals in China for parts of the program; Tesla expects broader EU review in Q2 and continued rollouts, and is shipping major software upgrades (v14.3, v15 pipeline).

Strong Demand and Factory Output in Key Regions

Notable demand resurgence: France and Germany deliveries grew over 150% quarter-over-quarter; Giga Berlin produced a record output of over 61,000 units in Q1; company ended the quarter with the largest Q1 order backlog in over two years.

Sequential Auto Margin Improvement

Automotive margin excluding credits improved sequentially from 17.9% to 19.2%, aided by a ~$230 million warranty true-down and some tariff relief — indicating operational margin recovery despite macro headwinds.

AI Chip and Dojo Momentum (AI5 Tape-Out)

AI5 taped out ahead of schedule; executives described it as a leading edge inference chip for edge compute. Momentum is building for AI6 and Dojo 3, and Tesla plans construction of a research chip fab at Giga Texas to accelerate iteration and chip R&D.

Energy Business Profitability and Megapack Demand

Megapack demand described as very strong; production of Megapack 3 planned later this year in a new Houston-area factory. Energy business reported record gross margins above 39.5%, boosted by one-time tariff recognitions of over $250 million.

Robotaxi Safety and Geographic Expansion

Robotaxi operations expanded to Dallas and Houston (in addition to Austin) with no reported injuries to date; Tesla emphasized rigorous safety validation and noted the customer fleet is approaching ~10 billion miles driven on FSD-related data, providing large-scale training/validation signals.

New Product Starts and Development Progress

Production started for Cybercab and Semi is expected to begin soon; Optimus starter production targeted late July/August with Fremont starter lines later in year and a second Optimus factory at Giga Texas planned to start around summer next year; V3 Optimus design nearly ready to demonstrate.

Tesla (GB:0R0X) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GB:0R0X Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2026 (Q2)	0.44 / -	0.4	―	―	―
Apr 22, 2026	2026 (Q1)	0.35 / 0.41	0.27	51.85% (+0.14)
Jan 28, 2026	2025 (Q4)	0.46 / 0.50	0.73	-31.51% (-0.23)
Oct 22, 2025	2025 (Q3)	0.56 / 0.50	0.72	-30.56% (-0.22)
Jul 23, 2025	2025 (Q2)	0.40 / 0.40	0.52	-23.08% (-0.12)
Apr 22, 2025	2025 (Q1)	0.41 / 0.27	0.45	-40.00% (-0.18)
Jan 29, 2025	2024 (Q4)	0.77 / 0.73	0.71	2.82% (+0.02)
Oct 23, 2024	2024 (Q3)	0.59 / 0.72	0.66	9.09% (+0.06)
Jul 23, 2024	2024 (Q2)	0.61 / 0.52	0.91	-42.86% (-0.39)
Apr 23, 2024	2024 (Q1)	0.49 / 0.45	0.85	-47.06% (-0.40)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GB:0R0X Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 22, 2026	$389.32	$374.21	-3.88%
Jan 28, 2026	$433.81	$420.48	-3.07%
Oct 22, 2025	$430.72	$443.59	+2.99%
Jul 23, 2025	$332.30	$303.15	-8.77%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.