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Earnings Data
Report Date
Jul 22, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.49Last Year’s EPS
0.4Same Quarter Last Year
Based on 29 Analysts Ratings
Earnings Call Summary
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
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.
TSLA Earnings History
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
TSLA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | $387.51 | $373.72 | -3.56% |
Jan 28, 2026 | $431.46 | $416.56 | -3.45% |
Oct 22, 2025 | $438.97 | $448.98 | +2.28% |
Jul 23, 2025 | $332.56 | $305.30 | -8.20% |
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.
FAQ
When does Tesla, Inc. (TSLA) report earnings?
Tesla, Inc. (TSLA) is schdueled to report earning on Jul 22, 2026, After Close (Confirmed).
What is Tesla, Inc. (TSLA) earnings time?
Tesla, Inc. (TSLA) earnings time is at Jul 22, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSLA EPS forecast?
TSLA EPS forecast for the fiscal quarter 2026 (Q2) is 0.49.
