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Tesla, Inc.

TSLA · Consumer Discretionary

Last earnings Oct 21, 2026

Key results

TTM revenuequarter

$100B

Strength in our core business also continued, and we achieved our second consecutive quarter of TTM revenue in excess of $100B.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

Free cash flowquarter

$1.9B

The sequential increase of $1.9B was primarily a result of positive free cash flow of $1.5B.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

AI analysis

Latest earnings event · reported Oct 21, 2026

Based on: Earnings release + parent 8-K — transcript not held

Free cash flow ·
$1.9B
EX-99 · Oct 21, 2026
TTM revenue ·
$100B
EX-99 · Oct 21, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
TTM revenue$100B——
Free cash flow$1.9B$1.2B—

EX-99 · Oct 21, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Free cash flow$1.9B

Capital allocation

htm EX-99.1 exhibit9914 Q3 2026 Update 1 Exhibit 99.1 Highlights 03 Financial Summary 04 Operational Summary 05 Manufacturing & Hardware 06 Supporting Infrastructure 07 SI & Other Services 08 Outlook 09 Photos & Charts 10 Key Metrics 23 Financial Statements 26 Additional Information 32 2 S U M M A R YH I G H L I G H T S (1) Refer to the Reconciliation of GAAP to Non GAAP Financial Information slide (2) Free cash flow = operating cash flow less capex; (3) Includes cash, cash equivalents and short-term investments; (4)Active driver supervision required; does not make the vehicle autonomous; Note: all information herein refers to the current quarter unless otherwise noted.

We continue to invest in the future through R&D and Capex spend across our businesses, including SI, robotics and energy.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Tesla, Inc. — Earnings release (2026-10-21)

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

htm EX-99.1 exhibit9914 Q3 2026 Update 1 Exhibit 99.1 Highlights 03 Financial Summary 04 Operational Summary 05 Manufacturing & Hardware 06 Supporting Infrastructure 07 SI & Other Services 08 Outlook 09 Photos & Charts 10 Key Metrics 23 Financial Statements 26 Additional Information 32 2 S U M M A R YH I G H L I G H T S (1) Refer to the Reconciliation of GAAP to Non GAAP Financial Information slide (2) Free cash flow = operating cash flow less capex; (3) Includes cash, cash equivalents and short-term investments; (4)Active driver supervision required; does not make the vehicle autonomous; Note: all information herein refers to the current quarter unless otherwise noted.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

We continue to invest in the future through R&D and Capex spend across our businesses, including SI, robotics and energy.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

"Free cash flow" is operating cash flow less capital expenditures.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

Strategy & priorities

Given the strong demand we are seeing across various markets, we remain focused on increasing production across our factories and attained record production at Gigafactory Berlin.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 FSD Miles on V12 and Beyond FSD Miles on V11 and Before 0 500,000 1,000,000 1,500,000 2,000,000 Cumulative Unsupervised Robotaxi Miles O U T L O O K Volume We are focused on maximum capacity utilization at our factories.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

Cash We will manage the business such that we ensure a strong balance sheet, maintaining sufficient liquidity to fund our product roadmap, long-term capacity expansion plans including further vertical integration and other expenses.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

Product We continue to evolve and augment our product lineup with a focus on cost, scale and future monetization opportunities via services powered by our SI software.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

We remain focused on growing our sales volumes through a differentiated and efficiently managed product portfolio, which includes leveraging and optimizing our existing production capacity before building new factories and production lines.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

Risks & headwinds

YoY, revenue was impacted by the following items(1): - decrease in Energy Generation and Storage, partially due to tariff-related customer refunds - lower vehicle average selling price (ASP) (excl.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

Forward- looking statements are based on assumptions and management s current expectations, involve certain risks and uncertainties, and are not guarantees.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

What changed vs prior quarter

Free cash flow — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Tesla, Inc. — Quarterly results Update (8-K exhibit)EX-99Oct 21, 2026

Documents

Earnings deck slides

2 decks with slide view

Tesla, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Slide history — recurring slides by stated title

Slides are matched across this company’s decks by their stated title only; a title listed here appeared in more than one held deck.

A D D I T I O N A L I N F O R M A T I O N — Jul 22, 2026 · slide 32 · Oct 21, 2026 · slide 32

B A L A N C E S H E E T — Jul 22, 2026 · slide 28 · Oct 21, 2026 · slide 28

F I N A N C I A L S T A T E M E N T S — Jul 22, 2026 · slide 26 · Oct 21, 2026 · slide 26

M A N U F A C T U R I N G & H A R D W A R E — Jul 22, 2026 · slide 6 · Oct 21, 2026 · slide 6

O U T L O O K — Jul 22, 2026 · slide 10 · Oct 21, 2026 · slide 9

P H O T O S & C H A R T S — Jul 22, 2026 · slide 11 · Oct 21, 2026 · slide 10

R E C O N C I L I A T I O N O F G A A P T O N O N – G A A P F I N A N C I A L I N F O R M A T I O N — Jul 22, 2026 · slide 30 · Oct 21, 2026 · slide 30

Revenue — Jul 22, 2026 · slide 25 · Oct 21, 2026 · slide 25

S T A T E M E N T O F O P E R A T I O N S — Jul 22, 2026 · slide 27 · Oct 21, 2026 · slide 27

S T A T E M E N T O F C A S H F L O W S — Jul 22, 2026 · slide 29 · Oct 21, 2026 · slide 29

S U M M A R Y — Jul 22, 2026 · slide 3 · Oct 21, 2026 · slide 3

S U P P O R T I N G I N F R A S T R U C T U R E — Jul 22, 2026 · slide 7 · Oct 21, 2026 · slide 7

Vehicle Deliveries — Jul 22, 2026 · slide 23 · Oct 21, 2026 · slide 23

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer DiscretionaryFerrari (RACE) Consumer Discretionary

Filings

120 documents

Earnings releases

47 documents

Presentations

3 documents

Transcripts

0 documents

No transcripts for Tesla, Inc. are held in this edition of the library.

Mentioned by

8 companies

Other tracked companies whose held documents mention Tesla, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.