Highest-materiality recent filing
Revenue $28.2B (+26% YoY); GAAP EPS $0.32 (-3% YoY); non-GAAP EPS $0.33 (-18% YoY).
Tesla Q2 2026 deliveries 480,126, production 451,758; storage 13.5 GWh
Delivered 480,126 vehicles (467,762 Model 3/Y, 12,364 other models), up 2% from Q1.
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 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 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 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 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.
Tesla Q4: Non-GAAP EPS $0.71 (-40% YoY); operating margin 8.2%; 2024 growth to slow
Q4 revenue $25.2B (+3% YoY); GAAP EPS $2.27 (incl $5.9B tax benefit), non-GAAP EPS $0.71 (-40% YoY).
Tesla Q4 deliveries 484,507, full-year 2023 deliveries up 38% YoY to 1.81M
Q4 2023 production 494,989 vehicles, deliveries 484,507 (Model 3/Y: 476,777 produced, 461,538 delivered).
Tesla Q3 GAAP EPS $0.53, revenue $23.35B, operating margin 7.6% down from 17.2% YoY
GAAP net income $1.85B (-44% YoY); diluted EPS $0.53; non-GAAP EPS $0.66.
Tesla Q3 deliveries 435k, production 430k; FY23 volume target unchanged at ~1.8M
Q3 total deliveries: 435,059 vehicles (Model S/X: 15,985; Model 3/Y: 419,074).
Tesla appoints Vaibhav Taneja as CFO; Zachary Kirkhorn steps down
Vaibhav Taneja appointed CFO effective Aug 4, 2023, adding to his role as Chief Accounting Officer.
Tesla derivative action settlement: directors to return $735M in compensation value
Director Defendants will provide Tesla with $735,266,505 in cash, stock, or canceled options representing 3,130,406 options.
Tesla Q2 2023 revenue $24.9B (+47% YoY); GAAP EPS $0.78, non-GAAP $0.91
Record quarterly production of 479,700 vehicles and deliveries of 466,140.
Tesla Q2 2023: delivered 466,140 vehicles; earnings call July 19
Total production of 479,700 vehicles, deliveries of 466,140 in Q2 2023.
Tesla Q1 2023 revenue $23.3B (+24% YoY), GAAP EPS $0.73, operating margin 11.4%
GAAP net income $2.5B ($0.73 diluted EPS) vs $3.3B ($0.95) YoY; non-GAAP EPS $0.85.
Tesla Q1 2023 deliveries of 422,875 vehicles; production of 440,808
Total deliveries 422,875 (5% subject to operating lease accounting); production 440,808.
Tesla Q4 2022 record revenue $24.3B, GAAP EPS $1.07, deliveries 405K
Q4 revenue $24.3B, GAAP net income $3.69B, diluted EPS $1.07; non-GAAP EPS $1.19.
Tesla Q4 2022 deliveries 405,278, 40% YoY growth for full year
Q4 deliveries: 405,278 vehicles; Model 3/Y 388,131, Model S/X 17,147.
Tesla Q3 2022 deliveries of 343,830 vehicles; production of 365,923
Delivered 343,830 vehicles in Q3 2022; produced 365,923 vehicles total.
Tesla announces 3-for-1 stock split; shareholders approve 4B share increase at annual meeting
Board declares 3-for-1 stock split via stock dividend; record date Aug 17, distribution Aug 24, split-adjusted trading Aug 25.
Tesla Q2 revenue $16.9B (+42% YoY), op margin 14.6%, FCF $621M
Revenue grew 42% YoY to $16.9B; GAAP net income $2.3B, non-GAAP net income $2.6B (ex-SBC).
Tesla Q2 deliveries of 254,695 vehicles; June sets all-time production record
Total production 258,580 (Model 3/Y: 242,169, S/X: 16,411); deliveries 254,695.
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.
As of August 4, 2023, Tesla, Inc. (“Tesla”) appointed Vaibhav Taneja as Chief Financial Officer in addition to his current role as Chief Accounting Officer, to succeed Zachary Kirkhorn.
Mr. Kirkhorn stepped down as of August 4, after a thirteen-year tenure with the company, the last four years of which he has served as Master of Coin and Chief Financial Officer.
On and effective as of September 25, 2022, Joseph Gebbia was appointed to serve as a member of the Board of Directors (the “ Board ”) of Tesla, Inc. (“ Tesla ”).
Max materiality 0.90 · Median 0.75 · Most common event earnings