Tesla, Inc. · TSLA · Next earnings

Tesla, Inc. reports Wednesday, Oct 28, 2026

TSLA reports after market close with consensus EPS at $0.47 and revenue at $27.55B. Last quarter: Tesla Q2 2026: Revenue Beats but EPS Misses 34% as Heavy Capex and Margin Pressure Weigh

Reports After market close38 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $0.47 Calendar consensus
Consensus revenue $27.55B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session After market close 38 days away

Where TSLA left off: FY2026 Q2

Full report

Tesla Q2 2026: Revenue Beats but EPS Misses 34% as Heavy Capex and Margin Pressure Weigh

EPS surprise -34.0% Reported $0.33 vs $0.50
Revenue surprise +6.9% Reported $28.24B vs $26.42B
Stock move -14.5% Event window
Subsequent drift -3.3% Up to 20 sessions

Guidance sentiment was maintained relative to the prior quarter. Management continues to signal increasing capital expenditure with negative free cash flow expected through 2026, consistent with the prior quarter outlook. No formal guidance revision was indicated.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply-chain constraints for batteries and electronic components could slow production ramps
  • High capital expenditures are expected to generate negative free cash flow through 2026
  • Margin compression in both automotive and energy segments, compounded by warranty true-ups and tariff changes
  • Regulatory scrutiny of robotaxi sensor requirements at the state level could slow fleet expansion
  • Interest-rate-driven subvention costs and commodity price volatility add further margin pressure

Questions analysts left open

  • Timing and scalability of Optimus supply chain and production ramp
  • Regulatory landscape for robotaxi deployments across states
  • Capital efficiency and pacing of the ongoing capex program
  • Sustaining automotive margins amid higher costs and interest rates
  • Timeline for autonomous capability on the Tesla Semi

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Recent TSLA quarters

All TSLA earnings
-14.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.