Tesla reports third-quarter results today: what the company has reported so far
Oct 21, 2026
Tesla (NASDAQ: TSLA) is scheduled to report its third-quarter 2026 results after the US market close on Wednesday, October 21, 2026, followed by a webcast at 5:30 p.m. ET.
Third-quarter deliveries
Tesla published its delivery figures earlier in October. The company delivered 486,532 vehicles in the third quarter, compared with 480,126 in the second quarter and 497,099 in the third quarter of 2025. Deliveries are counted when vehicles are handed over to customers, so they give an early indication of automotive revenue, but they do not show prices, margins or costs.
What Tesla reported in the second quarter
In its second-quarter update in July, filed with the US Securities and Exchange Commission (SEC), Tesla reported:
- revenue of $28.2 billion, up 26% from a year earlier
- operating income of $398 million, down 57%, and an operating margin of 1.4%
- net income attributable to shareholders of $1.11 billion
- diluted earnings of $0.32 per share on a GAAP basis and $0.33 on a non-GAAP basis
- energy storage deployments of 13.5 gigawatt-hours (GWh), up 41%
- free cash flow of minus $1.1 billion
- cash, cash equivalents and investments of $43.5 billion at the end of June
In the third quarter of 2025, Tesla reported revenue of $28.1 billion.
What Tesla said about its products
In the second-quarter update, Tesla said:
- the Tesla Semi and Megapack 3 remain on schedule for production starting in 2026
- first-generation production lines for its Optimus humanoid robot are being installed for production in 2026
- Cybercab production began at Gigafactory Texas
- its Robotaxi service operates in seven major US metropolitan areas, with unsupervised rides in Austin, Miami, Orlando and Tampa
Tesla did not give a numerical delivery forecast for 2026. It said deliveries depend on demand, supply chain readiness and whether vehicles go to customers or to its own fleet.
What investors will look at
Key items in today's report are likely to include automotive gross margin, operating expenses, free cash flow, energy storage deployments and revenue, and capital spending. Investors may also look for updates on the timing of Cybercab, the Semi and Optimus, the expansion of the Robotaxi service and any change in Tesla's outlook.
Tesla's different businesses
Most of Tesla's revenue comes from selling electric vehicles, such as the Model 3 and Model Y. The company also sells energy storage systems, including Megapack batteries for power grids and Powerwall batteries for homes, and earns revenue from services, charging, software and regulatory credits. In recent years, Tesla has increased its spending on AI, self-driving software and robotics, which it says will become a larger part of its business over time.
Why margins matter
Operating margin shows how much profit a company keeps from each dollar of revenue after operating costs. Tesla's operating margin was 1.4% in the second quarter, compared with 4.1% a year earlier, while research and development spending increased. Investors often follow margins closely because they show whether revenue growth is turning into profit.
How to follow the results
Tesla publishes its quarterly update on its investor relations website, followed by a webcast with management. Share prices can move significantly in after-hours trading following quarterly reports.
Risks and uncertainties
Company plans and timelines can change, and actual results may differ from expectations. Tesla's results can be affected by competition, pricing, regulation and the cost of developing new products. Tesla shares have historically been volatile around earnings reports.
What this means for investors
For Investing.one users following TSLA, today's results and any updated outlook may be relevant. The figures above are previously reported company results.
Sources
- Tesla Q2 2026 update (SEC 8-K)
- Electrek: Tesla Q3 2026 earnings preview
- MarketBeat: Tesla earnings date
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