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Tesla (TSLA)
NASDAQ:TSLA
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
0.27Same Quarter Last Year
Based on 29 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call outlines significant operational progress and record performance in key areas — improved automotive margins, strong FSD adoption, record energy revenue and gross margin, and concrete autonomy/robotaxi milestones (unsupervised rides and expanding fleet). At the same time, it candidly describes material near-term challenges: a 16% sequential drop in deliveries, battery pack constraints, margin pressure from the FSD subscription shift, rising operating expenses (+$500 million), Bitcoin and FX hits to net income, and a very large >$20 billion CapEx plan that elevates cash burn and funding risk. The company frames these negatives as temporary or strategic trade-offs to fund acceleration into autonomy, Optimus, chips, and solar — positioning for long-term growth while accepting near-term margin and cash pressure.Company Guidance
Sequential Improvement in Automotive Margins
Automotive margins excluding credits rose sequentially from 15.4% to 17.9% (up 2.5 percentage points), with automotive gross profit flat sequentially despite a 16% decline in deliveries due to favorable regional mix (higher APAC and EMEA share).
Strong FSD Adoption
FSD reached nearly 1,100,000 paid customers globally, with ~70% of those being upfront purchases; company is transitioning fully to a subscription model beginning this quarter (near-term margin impact expected).
Energy Business Growth and Records
Energy achieved record gross profit in the quarter and finished the year with nearly $12.8 billion in revenue, representing 26.6% year-over-year growth; backlog remains strong and MegaPack 3 and Mega Block launches expected to drive deployments.
Improved Aggregate Gross Margin
Total gross margin finished the quarter above 20.1%, the highest level in over two years, achieved despite tariff headwinds and lower fixed cost absorption.
Robotaxi and Autonomy Progress
Public unsupervised robotaxi rides launched in Austin (cars operating with no driver, no safety monitor, no chase car); company reports over 500 taxi vehicles carrying paid customers between Bay Area and Austin and expects fleet expansion on an exponential curve.
Storage Deployments Record and Global Vehicle Backlog
Storage deployments hit another record; Tesla ended 2025 with a larger vehicle backlog than recent years and record deliveries in multiple smaller markets (Malaysia, Norway, Poland, Saudi Arabia, Taiwan).
Positive Free Cash Flow and Cash Position
Free cash flow for the quarter was $1.4 billion and the company holds over $44 billion in cash and investments to support upcoming investments.
Strategic Technology and Manufacturing Investments
Company is prioritizing major investments (batteries, AI chips, solar cell production, Optimus, CyberCab, Semi) and advancing in-house AI chip designs (AI5/AI6) to address long-term supply constraints and vertical integration.
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 |
|---|---|---|---|
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% |
Apr 22, 2025 | $237.97 | $250.74 | +5.37% |
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 (TSLA) report earnings?
Tesla (TSLA) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Tesla (TSLA) earnings time?
Tesla (TSLA) earnings time is at Apr 28, 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 (Q1) is 0.4.
