Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS

Tesla reported third quarter 2026 earnings with revenue of $28.046 billion against $28.34 billion expected, while non-GAAP earnings per share came in at $0.48 versus $0.45 expected, according to Teslarati. Operating margin reached 2.6 percent and free cash flow was $1.531 billion, far above the negative $4.51 billion forecast.

The company said FSD (Supervised) attach rate exceeded 75 percent of new North American deliveries, a nearly twenty percentage point sequential increase. Volume production of the Tesla Semi began, with the top variant achieving 500 miles at full gross combination weight and 1.7 kWh per mile efficiency. Robotaxi deployment of Cybercab started in Austin, reaching nearly two million cumulative unsupervised miles with operating hours from 6 a.m. to midnight.

SpaceX showed a simulation of Starship Flight 15 attempting to catch both the Super Heavy booster and the ship with the launch tower, expected next month. The company has caught the booster three times but never the ship. Flight 14 reached orbit and deployed 26 Starlink V3 satellites, counted as the first revenue flight. Tesla and SpaceX have each formed special committees of independent directors to study a possible merger.

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Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS — Teslarati