Tesla (TSLA) released its financial results and shareholders’ letter for the second quarter (Q2) 2026 after market close today. We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight.
The earnings call with management is scheduled for 5:30 p.m. ET.
Tesla Q2 2026 earnings expectations
Coming into the report, Wall Street consensus called for revenue of about $26.4 billion, with the Estimize crowd a touch lower at roughly $25.9 billion — up from $22.5 billion in Q2 2025, or growth somewhere in the 15 to 17% range. It would be Tesla’s first real revenue growth in over a year.
On the bottom line, analysts expected non-GAAP earnings of about $0.53 per share, up from $0.40 a year ago, with Estimize at $0.52. The spread was unusually wide on both lines, a sign nobody agreed on how much Tesla had to discount to move a record number of cars.
