Tesla Beats Q2 Revenue Estimate to $28.24 Billion on Record FSD Subscriptions, Misses on Earnings and Margin
Tesla reported second-quarter revenue of $28.24 billion, exceeding the average analyst estimate of $26.32 billion, while adjusted earnings per share of $0.33 missed forecasts of $0.51. Gross margin came in at 16.8%, missing the projected 19.4%.
The company highlighted a 56% quarterly increase in active full self-driving subscriptions to 1.48 million, marking a record subscription gain. Cybercab production began at Gigafactory Texas with an annual capacity exceeding 125,000 units, and the firm noted progress on battery pack capacity expansion to support near-term vehicle volume.
From the sources (14 posts)
@sawyermerrittHere's the livestream link for Tesla's Q2 earnings call today, which will begin at 5:30 PM ET.
@sawyermerrittTesla's Q2 earnings report will come out in ~30 minutes.
@tradfi*TESLA 2Q REV. $28.24B, EST. $26.32B *TESLA 2Q EPS 32C VS. 33C Y/Y *TESLA 2Q ADJ EPS 33C, EST. 51C *TESLA 2Q GROSS MARGIN 16.8%, EST. 19.4% $TSLA
@wallstengine$TSLA 2Q REV. $28.24B, EST. $26.32B TESLA 2Q EPS 32C VS. 33C Y/Y TESLA 2Q ADJ EPS 33C, EST. 51C TESLA 2Q GROSS MARGIN 16.8%, EST. 19.4%
@tradfi*TESLA EXPECTS OPTIMUS PRODUCTION IN FREMONT LATER THIS YEAR $TSLA
@financialjuiceTSLA Q2 2026 Earnings $TSLA Adj. EPS $0.33, est. $0.51 Rev. $28.24B, est. $26.32B EPS $0.32, vs. $0.33 y/y Gross margin 16.8%, est. 19.4% Automotive rev. $20.52B, est. $18.68B Services and other rev. $4.58B, est. $3.72B Energy generation a
@sawyermerrittTesla has just released their Q2 earnings results. Highlights: • EPS (non-GAAP): $0.33 (vs. $0.55 est) • Revenue: $28.2B (vs. $27.6B est) • Gross margin: 16.8% • Net income (GAAP): $1.11B • Free cash flow: -$1.1B
@stockmktnewzTESLA $TSLA JUST REPORTED EARNINGS EPS of $0.33 missing expectations of $0.44🔴 Revenue of $28.2B beating expectations of $25.2B🟢
@stocksavvyshay$TSLA Q2 EARNINGS • Revenue $28.2B vs Est. $26.3B • EPS $0.33 vs Est. $0.50 • Gross Margin 17% vs Est. 19% • Energy Revenue $3.1B vs Est. $3.8B • FCF ($1.1B) vs Est. ($3.6B) Tesla expects Optimus production in Fremont later this year. htt
@sawyermerrittTesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026. Tesla added more FSD subscribers in Q2 than in any quarter in its history.
@sawyermerrittTesla: "Cybercab began production at Gigafactory Texas, and Tesla Semi remains on track for production this year at our new factory in Nevada. Progress also continued on battery pack capacity expansion - the main limiting factor to near-ter
@sawyermerrittTesla: "Tesla is in its largest and most exciting period of investment. From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear
@unusual_whalesBREAKING: Tesla, $TSLA, earnings: - EPS: $0.33, est: $0.54 - Revenue: $28.2 billion, est: $26.4 billion
@stockmktnewzTesla $TSLA just said it has the capacity to make more than 125K Cybercabs per year