Tesla Inc. (TSLA) Q1 2026 (USD): Adj. EPS 0.41 (exp. 0.36), Revenue 22.39bln (exp. 22.28bln)
- Free cash flow: 1.444bln (prev. 1.42bln Q/Q, 664mln Y/Y).
- Adj. EBITDA 3.67bln (exp. 3.29bln).
- Automotive revenue 16.2bln (prev. 17.69bln Q/Q, 13.967bln Y/Y).
- Gross margin 21.1%
- Capex 2.493bln.
Commentary
Automotive
- We continued the launch of Model 3 and Model Y trims globally, including the roll-out of the Model YL in markets outside of China and more affordable trims of both models. We also began deliveries of Cybertruck in the UAE
Robotaxi
- In Q1, paid Robotaxi miles nearly doubled sequentially. Once in production, we expect that Cybercab will begin to replace the existing Model Y fleet and will be the largest volume vehicle in the fleet over time.
Context
Tesla's Q1 2026 earnings report shows a notable beat on both adjusted EPS and revenue expectations, signaling healthier profitability than anticipated. This positive performance, alongside increased free cash flow and strong EBITDA figures, suggests robust operational momentum that could bolster investor confidence and support Tesla's growth plans, particularly in expanding their vehicle lineup and technology initiatives like the Robotaxi.
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