Q2 FY2026 EarningsQ2 FY2026 results showed a top-line beat but significant profitability pressure: revenue of $28.24B exceeded the $26.43B consensus by 6.84%, driven by a 25% YoY increase in automotive cash deliveries. However, GAAP EPS of $0.32 was exactly in-line with consensus as gross margin compressed to 16.8%, missing the 19.26% expectation by 2.46pct. The quarter was characterized by heavy AI infrastructure investment, with capital expenditures reaching $8.28B for the half-year, significantly exceeding historical run rates and analysts' implicit expectations.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Tesla(TSLA) the Revenue is 28.24 B (+25.52%), Beat estimate;the EBIT is 398 M (-56.88%), Miss estimate;the EPS is 0.32 (-3.03%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
28.24B25.52%
26.43B17.48%
+1.81B8.04%
EBITMiss expectations
0.40B56.88%
1.37B48.36%
-0.97B105.24%
EPSMiss expectations
0.323.03%
0.32032.95%
-0.00030.08%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf