secwatch.observer — SEC 8-K summary ====================================== Issuer: Tesla, Inc. (TSLA) CIK: 0001318605 Form: 8-K Filed at: 2026-07-22T20:35:52+00:00 Accession: 0001628280-26-049213 Event type: earnings Sentiment: negative Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Tesla Q2 revenue up 26% to $28.2B, but operating income down 57% to $398M; free cash flow negative $1.1B -------------------------------------------------------------------------------- - Revenue $28.2B (+26% YoY); GAAP EPS $0.32 (-3% YoY); non-GAAP EPS $0.33 (-18% YoY). - Operating income $398M (-57% YoY); operating margin 1.4% (down from 4.1%). - Free cash flow -$1.1B (vs +$146M YoY) on capex $5.8B (+142% YoY). - Record Q2 deliveries 480,126 (+25% YoY); Energy storage 13.5 GWh (+41% YoY). - Cybercab production started; Robotaxi unsupervised in 7 metros; FSD subscriptions 1.48M (+56% YoY). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/0001628280-26-049213-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1318605/000162828026049213/tsla-20260722.htm HTML page: https://secwatch.observer/filing/0001628280-26-049213 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer