earnings
confidence high
sentiment neutral
materiality 0.85
Tesla Q3 2025: Revenue $28.1B, record deliveries, GAAP EPS $0.39, free cash flow $3.99B
Tesla, Inc.
2025-Q3 EPS reported
$0.84
revenue$69,926,000,000
- Record quarterly vehicle deliveries of 497,099 (+7% YoY); energy storage deployments of 12.5 GWh (+81% YoY).
- GAAP net income $1.37B ($0.39 diluted EPS); non-GAAP net income $1.77B ($0.50 diluted EPS).
- Free cash flow of $3.99B, up 46% YoY; operating cash flow $6.2B; cash and investments $41.6B.
- Operating income $1.6B (5.8% margin), down 40% YoY due to higher operating expenses and lower regulatory credit revenue.
- Launched ride-hailing in Bay Area, FSD v14, and new vehicle variants (Model 3/Y Standard, Model Y Performance, Model YL in China).