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Tesla (TSLA)

Tesla's Q3 revenue was flat at $28.0 billion with a 2.6% operating margin, as Robotaxi miles grew and a board committee reviews ties with SpaceX with no terms agreed.

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Information and analysis only, not a recommendation to buy, sell or hold any security. The author may own securities discussed.

Researched and drafted with AI agents. Every figure is taken from a source cited on the page.

Analysis and information

What it does

Tesla makes electric vehicles, energy storage systems and solar products. It runs a Robotaxi service in Austin and has started production of Optimus humanoid robots.

Role in the theme

In Space and autonomy, Tesla is the self-driving and robotics company of the group. A board committee is exploring a deeper relationship with SpaceX; no terms have been agreed.

Latest

  • 2026-10-22: Tesla's 10-Q says a special committee of disinterested directors is exploring a deeper relationship with SpaceX, which could include a business combination. A deal would need the committee's backing and any necessary approval by Tesla's investors.
  • 2026-10-21: Q3 revenue was $28.0 billion, about flat. Operating margin was 2.6% and net income was $787 million. Free cash flow was $1.5 billion.
  • 2026-10-21: Energy generation and storage revenue fell about 16% to $2.9 billion. Storage deployments were 13.7 GWh. Vehicle deliveries were 486,532, down 2%.
  • 2026-10-21: Tesla recorded a $142 million unrealized loss on its SpaceX equity investment.
  • 2026-10-21: Cumulative unsupervised Robotaxi miles reached nearly two million, and Cybercab joined the Austin fleet. Optimus production began on lines in Fremont.
  • 2026-10-19: Tesla's annual meeting is set for 2026-12-03. The proxy lists three items: electing three directors, a say-on-pay vote and ratifying the auditor. There is no merger item.
  • 2026-10-15: Tesla unveiled the next-generation Roadster.

What to watch

  • Any filing that names terms or advisers for a SpaceX combination. None has been disclosed.
  • Robotaxi growth and Cybercab deployment in Austin.
  • Energy storage deployments after 13.7 GWh in Q3.
  • The annual meeting on 2026-12-03.
  • Next report: Q4 2026 results, date not confirmed.

Covered in

Sources

Primary means the publisher of the data or the filing; secondary means press or an aggregator.