earnings
confidence high
sentiment positive
materiality 0.75
Tesla Q1 GAAP EPS $0.13, revenue $22.4B (+16% YoY), robotaxi launches in TX
Tesla, Inc.
2026-Q1 EPS reported
$0.13
revenue$22,387,000,000
- GAAP net income $477M ($0.13 diluted EPS); non-GAAP net income $1.45B ($0.41 diluted EPS).
- Total deliveries 358,023 (+6% YoY); Model 3/Y deliveries 341,893; Cybertruck debut in UAE.
- Energy storage revenue $2.4B (-12% YoY); deployed 8.8 GWh (-15% YoY); Megapack 3 on track.
- Operating cash flow $3.9B; free cash flow $1.4B; cash & investments $44.7B (+$0.7B QoQ).
- Unsupervised robotaxi rides launched in Dallas & Houston; FSD v14.3 rollout; 1.28M active subscriptions.