Tesla, Inc. is expected to release its Q3 2026 10-Q filing on October 20, 2026, after market close. Last quarter: Tesla reported Q2 FY2026 revenue growth of 25.5% to $28.24B, but operating income fell 56.9% to $398M as AI-related R&D, stock-based compensation and other operating costs rose sharply, while year-to-date capital spending accelerated. Source: 10-Q Item 2 MD&A, pp.28-36; 10-Q Income Statement (XBRL).
EPS Estimate
$0.51
Revenue Estimate
$26.98B
Analyst consensus from Finnhub. Actual results posted within minutes of the SEC filing on the TSLA page.
Drawn from management commentary in the Q2 2026 10-Q:
Total revenue rose $5.74B, or 26%, year over year to $28.24B. Automotive sales increased $4.22B, or 27%, primarily on an approximately 25% increase in cash deliveries, while services and other revenue increased $1.54B, or 50%, driven by used-vehicle sales, maintenance and collision revenue, and paid Supercharging sessions. Source: 10-Q Item 2 MD&A, pp.30-31
Energy generation and storage revenue increased 13% to $3.14B, primarily from higher Megapack deployments, but segment gross margin declined to 20.4% from 30.3%. Management attributed the margin decline to deployment timing, a lower average selling price per Megapack, unfavorable sales mix and warranty adjustments. Source: 10-Q Item 2 MD&A, pp.31-32
R&D expense increased 49% to $2.37B, primarily due to AI and other product programs, including a $189M increase in stock-based compensation. SG&A increased 45% to $1.98B, including a $283M increase in stock-based compensation primarily related to the 2025 CEO Performance Award, contributing to the decline in operating income. Source: 10-Q Item 2 MD&A, pp.32-33
Revenue
$28.24B
++25.52% YoY
EPS (Basic)
$0.34
-5.56% YoY
Gross Margin
16.8%
-0.41% YoY
Operating Income
$398M
-56.88% YoY
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