Highest-materiality recent filing
Tesla Q1 GAAP EPS $0.13, revenue $22.4B (+16% YoY), robotaxi launches in TX
GAAP net income $477M ($0.13 diluted EPS); non-GAAP net income $1.45B ($0.41 diluted EPS).
Tesla Q1 2026 deliveries: 358k vehicles, 8.8 GWh storage deployed
Total vehicle deliveries: 358,023; production: 408,386.
Tesla Q4 revenue -3% YoY; GAAP EPS $0.24; Robotaxi expands; $2B xAI investment
Q4 revenue $24.9B (-3% YoY); GAAP EPS $0.24 (-60% YoY); non-GAAP EPS $0.50 (-17% YoY).
Tesla Q4 2025 deliveries of 418,227 vehicles; record 14.2 GWh energy storage deployed
Q4 production: 434,358 vehicles; deliveries: 418,227 (3% subject to lease accounting).
Tesla shareholders approve 2025 CEO Performance Award for Elon Musk and A&R equity plan
Proposal 4 (2025 CEO Performance Award for Elon Musk) approved: 1.89B for, 565M against, 12.2M abstained.
Tesla Q3 2025: Revenue $28.1B, record deliveries, GAAP EPS $0.39, free cash flow $3.99B
Record quarterly vehicle deliveries of 497,099 (+7% YoY); energy storage deployments of 12.5 GWh (+81% YoY).
Tesla Q3 deliveries 497,099 record; energy storage 12.5 GWh record
Total deliveries of 497,099 vehicles, a record, including 481,166 Model 3/Y and 15,933 Other Models.
Tesla enters into updated indemnification agreements with directors and officers
Board approved an updated form of Indemnification Agreement on September 3, 2025.
Tesla grants Elon Musk 96M restricted shares interim award at $23.34, 2-year vest
96 million restricted shares awarded to CEO Elon Musk; purchase price $23.34/share, subject to HSR approval.
Tesla Q2 revenue $22.5B (-12% YoY), GAAP EPS $0.33; launches Robotaxi service in Austin
Revenue $22.5B (-12% YoY); operating income $923M (-42%); GAAP EPS $0.33, non-GAAP $0.40.
Tesla sets 2025 annual meeting for Nov 6; proxy deadlines established
Annual meeting date: November 6, 2025.
Tesla Q2 2025 deliveries 384,122 vehicles, production 410,244; 9.6 GWh storage deployed
Produced 410,244 vehicles in Q2 2025; delivered 384,122 (Model 3/Y: 373,728; Other Models: 10,394).
Tesla adopts bylaw amendments including jury trial waiver and 3% derivative ownership threshold
Adds jury trial waiver for 'internal entity claims' defined under Texas Business Organizations Code.
Tesla appoints Jack Hartung to Board effective June 1, 2025; former Chipotle CFO
John R. (Jack) Hartung appointed to Tesla Board and Audit Committee, effective June 1, 2025.
Tesla Q1 revenue $19.3B, GAAP EPS $0.12; operating margin drops to 2.1%
Total revenue $19.3B (-9% YoY); GAAP net income $409M (-71%); GAAP diluted EPS $0.12 (-71%).
Tesla Q1 2025 deliveries of 336,681 vehicles; energy storage deployments of 10.4 GWh
Total vehicle production 362,615; deliveries 336,681 (4% subject to operating lease accounting).
Tesla Q4 GAAP EPS $0.66, non-GAAP $0.73; deliveries up 2% YoY; energy storage record
Q4 revenue $25.7B (+2% YoY); GAAP net income $2.3B ($0.66 diluted EPS); non-GAAP net income $2.6B ($0.73 EPS).
Tesla Q4 deliveries 495,570 (record); energy storage 11.0 GWh (record)
Q4 deliveries of 495,570 vehicles (record), including 471,930 Model 3/Y and 23,640 other models.
Tesla Q3 2024: Revenue $25.2B, GAAP EPS $0.62, operating margin 10.8%
Revenue $25.2B (+8% YoY); GAAP net income $2.17B (+17%); GAAP diluted EPS $0.62.
Tesla reports Q3 2024 deliveries of ~463k vehicles, energy storage deployments of 6.9 GWh
Produced ~470k vehicles, delivered ~463k vehicles in Q3 2024.
Tesla Q2 revenue $25.5B (+2% YoY) but net income falls 45% to $1.48B; record energy storage 9.4 GWh
GAAP diluted EPS $0.42 vs $0.78 YoY; non-GAAP EPS $0.52 vs $0.91.
Tesla Q2 deliveries reach 444k vehicles; energy storage record 9.4 GWh
Total deliveries of 443,956 vehicles; 422,405 Model 3/Y and 21,551 other models.
Tesla shareholders approve redomestication to Texas and ratify Musk's 2018 pay
Redomestication to Texas approved: ~63% of outstanding shares, ~84% of disinterested votes.
Tesla Q1 revenue $21.3B (-9% YoY); GAAP EPS $0.34; FCF -$2.5B
Revenue $21.3B (-9% YoY); GAAP net income $1.13B ($0.34 diluted EPS) vs $2.51B ($0.73) in Q1 2023.
Tesla cuts >10% of global workforce; SVP Baglino resigns
Andrew Baglino, SVP Powertrain & Energy Engineering, resigned effective April 14, 2024, after 18 years at Tesla.
Tesla Q1 deliveries 386,810 vehicles; energy storage record 4,053 MWh
Produced 433,371 vehicles (Model 3/Y: 412,376; Other: 20,995) and delivered 386,810 (Model 3/Y: 369,783; Other: 17,027) in Q1.
On May 15, 2025, John R. (Jack) Hartung was appointed to serve as a member of the Board of Directors (the “Board”) of Tesla, Inc. (“Tesla”), as well as a member of the Audit Committee of the Board, effective as of June 1, 2025.
Andrew Baglino, Senior Vice President, Powertrain and Energy Engineering of Tesla, Inc. (“ Tesla ,”, or the “ Company ”), resigned from Tesla, effective as of April 14, 2024.
Max materiality 0.85 · Median 0.78 · Most common event earnings