---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-066738"
form_type: "8-K"
ticker: "TSLA"
cik: "0001318605"
company_name: "Tesla, Inc."
filed_at: "2026-10-21T20:41:42+00:00"
generated_at: "2026-10-21T20:48:19.262074+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Tesla Q3 2026: revenue flat at $28.0B, GAAP EPS $0.22 vs $0.39; operating income falls 56% to $718M

## Summary
- Total revenue $28.05B, roughly flat YoY: automotive $20.56B, energy storage $2.88B (down from $3.42B on tariff-related customer refunds), services $4.61B.
- GAAP net income $787M ($0.22 diluted EPS) vs $1.37B ($0.39) a year ago; non-GAAP EPS $0.48 vs $0.50; operating margin fell 322 bp YoY.
- Deliveries 486,532 (-2% YoY) on 464,391 produced (+4%); regulatory credit revenue fell to $113M from $417M; R&D rose to $2.76B from $1.63B.
- Cybercab entered the Robotaxi fleet in Austin on Sept 3; ~2M cumulative unsupervised miles, up 8x QoQ; active FSD subscriptions 1.74M vs 1.04M.
- Megafactory Texas (50 GWh) began production, Tesla Semi volume production started in Nevada and Optimus in Fremont; cash $45.4B, free cash flow $1.53B.

## SEC filing metadata
- accession: 0001628280-26-066738
- form_type: 8-K
- ticker: TSLA
- cik: 0001318605
- company_name: Tesla, Inc.
- filed_at: 2026-10-21T20:41:42+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/0001628280-26-066738-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/tsla-20261021.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-066738
- JSON: https://secwatch.observer/filing/0001628280-26-066738.json
- Plain text: https://secwatch.observer/filing/0001628280-26-066738.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.