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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Tesla, Inc. (TSLA) is 9/10.
Vehicle revenue growth recovered with some countries showing over 150% quarter-over-quarter delivery growth, as FSD adoption accelerated globally reaching nearly 1.3 million paid customers. Auto margins improved sequentially while a massive capital investment cycle continued with CapEx expectations raised to over $25 billion for 2026. Battery pack capacity constraints emerged as a limiting factor for energy storage growth while robotaxi expansion continued with zero incidents reported.
Scored from Tesla, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $25.71B | +2.1% | $0.66 | -71.0% | 16.3% | 6.2% | 9.0% | $2.03B |
| FY2025 Q1 | $19.34B | -9.2% | $0.12 | -71.7% | 16.3% | 2.1% | 2.1% | $664M |
| FY2025 Q2 | $22.50B | -11.8% | $0.33 | -16.8% | 17.2% | 4.1% | 5.2% | $146M |
| FY2025 Q3 | $28.09B | +11.6% | $0.39 | -37.1% | 18.0% | 5.8% | 4.9% | $3.99B |
| FY2025 Q4 | $24.90B | -3.1% | $0.24 | -63.5% | 20.1% | 5.7% | 3.4% | $1.42B |
| FY2026 Q1 | $22.39B | +15.8% | $0.13 | +11.9% | 21.1% | 4.2% | 2.2% | $1.44B |
| FY2026 Q2 | $28.24B | +25.5% | $0.32 | -3.9% | 16.8% | 1.4% | 3.9% | $-1.09B |