secwatch.observer — SEC 8-K summary
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Issuer:     Tesla, Inc. (TSLA)
CIK:        0001318605
Form:       8-K
Filed at:   2026-10-21T20:41:42+00:00
Accession:  0001628280-26-066738
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/0001628280-26-066738-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/tsla-20261021.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-066738

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