$Tesla(TSLA.US) +4.0% AH after beating expectations across all metrics:
- Adj EPS $.41 vs $.33 expected- Auto GM % ex-reg credits 19.2% vs 15.5% expected- Avg selling price per vehicle $44.3K vs $41.3K exp- Active FSD subscriptions rose +51% YoY- EBITDA $3.67B vs $3.49B est- Free cash flow +$1.44B vs -$1.86B with CapEx much lower than exp $2.0B vs $4.2B exp- Overall earnings quality high with higher than expected R&D, SG&A and tax rate, and lower than expected reg credits Positive commentary:- “We are excited about Tesla’s positioning in 2026 with tailwinds persisting for the autos business….”- “ We expect volume production of both Cybercab and Tesla Semi this year.”The copyright of this article belongs to the original author/organization.
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