Tesla Inc. (TSLA) earnings date & stock reaction
TSLA · Tesla Inc. · Industrials
Tesla Inc. earnings date & time
Schedule
- Korea time (KST)
- Thu, October 22
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±9.0% · 12-report avg
What the market expects
Consensus EPS
$0.45Coming in above this counts as a beat
- Year-ago quarter
- $0.50→-10.0%
“Automotive margins, excluding regulatory credits, declined sequentially from 19.2% to 16.3%.”
“We continue to expect that CapEx for this year will be more than $25 billion.”
- ▲Record-breaking vehicle deliveries
- Total vehicle deliveries reached 480,126 in Q2, up 25% vs last year.
- Model 3/Y deliveries grew 25% vs last year to 467,762 units.
- ▲Rapid growth in energy storage
- Energy storage deployments hit 13.5 GWh, a 41% increase vs last year.
- Energy revenue rose 13% vs last year to $3.14 billion.
- ▲Improved profitability in services
- Services and other revenue surged 50% vs last year to $4.58 billion.
- Services margin reached an all-time high of 14.1%.
- ▼Significant decline in operating profit and margins
- Operating income fell 57% vs last year to $398 million.
- Operating margin dropped 269bp vs last year to 1.4%.
- ▼Negative free cash flow
- Free cash flow turned negative at $1.09 billion, down 848% vs last year.
- Capital expenditures surged 142% vs last year to $5.79 billion.
- ▼Sharp margin contraction in energy business
- Energy gross margin fell from 39.5% in the previous quarter to 20.4%.
- The decline was driven by warranty adjustments, lost tariff benefits, and lower industrial storage pricing.
Tesla Inc. (TSLA) rose the day after earnings in 5 of its last 12 reports (42%), moving ±9.0% on average. It has fallen despite beating the consensus estimate 2 times.
When results drop, check the metric above vs last quarter and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
2/3 beats fell next day · watches Auto margin · deliveries · FSD
- Jun 2026 report-14.5%
- Mar 2026 report-3.6%
- Dec 2025 report-3.5%
- Sep 2025 report+2.3%
- Jun 2025 report-8.2%
- Mar 2025 report+5.4%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-07-22 | -39.1% | -14.5% | -20.2% |
| 3/2026 | 2026-04-22 | +17.1% | -3.6% | -3.8% |
| 12/2025 | 2026-01-28 | +11.0% | -3.5% | -5.9% |
| 9/2025 | 2025-10-22 | -10.5% | +2.3% | +5.1% |
| 6/2025 | 2025-07-23 | -1.1% | -8.2% | -4.1% |
| 3/2025 | 2025-04-22 | -34.9% | +5.4% | +22.7% |
12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Tesla Inc. earnings date?
The next Tesla Inc. (TSLA) earnings report is expected Wed, October 21 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Tesla Inc.'s next earnings?
Analysts expect EPS of about $0.45 for Tesla Inc. (TSLA). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Tesla Inc. (TSLA) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±9.0%.
Does Tesla Inc. react more to the earnings numbers or to guidance?
In 6 of the last 11 reports (55%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Tesla Inc. stock fall even when earnings are good?
Yes. In 1 of the last 12 reports, Tesla Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Tesla Inc. stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 58% of the time. This tendency is known as post-earnings announcement drift.