Every material Form 8-K Tesla has filed with the SEC since November 07, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Tesla reported third-quarter 2026 results on October 21, 2026, with total revenues of $28.0 billion, roughly flat from a year earlier. GAAP net income attributable to common stockholders fell to $787 million from $1.4 billion a year earlier, as operating expenses rose and GAAP diluted EPS dropped to $0.22 from $0.39, which weighs on shareholders' earnings. The filing gives no numeric forward guidance; the company cites rising research and development spending and says it is focused on maximum factory capacity utilization.
Total revenues of $28.0 billion versus $28.1 billion in Q3 2025; total deliveries of 486,532 vehicles, down 2% year over year.
GAAP operating income of $718 million versus $1.6 billion a year earlier; research and development expense rose to $2.8 billion from $1.6 billion.
Non-GAAP diluted EPS of $0.48 versus $0.50; free cash flow of $1.5 billion versus $4.0 billion.
Cash, cash equivalents and short-term investments of $45.4 billion at September 30, 2026.
Tesla reported preliminary third-quarter 2026 production, delivery and energy storage deployment figures in a press release furnished as Exhibit 99.1 to a Form 8-K dated October 2, 2026. The release does not include net income or cash flow, which Tesla says will be announced with its Q3 2026 earnings on October 21, 2026, and the company notes these operating figures are not an indicator of quarterly financial results.
Vehicle deliveries totaled 486,532 in Q3 2026, including 478,237 Model 3/Y and 8,295 other models.
Vehicle production totaled 464,391 in Q3 2026, including 457,387 Model 3/Y and 7,004 other models.
Energy storage deployments totaled 13.7 GWh in the third quarter of 2026.
Tesla will report Q3 2026 financial results after market close on Wednesday, October 21, 2026, with a webcast at 5:30 p.m. Eastern Time.
On September 29, 2026, Tesla entered into three credit agreements totaling $30.0 billion: a $20.0 billion delayed draw term loan, an $8.0 billion five-year revolver and a $2.0 billion 364-day revolver. The company said no loans were outstanding under the facilities as of that date and that it does not currently plan to draw on them in 2026. The new agreements replaced an existing $5.0 billion revolving credit agreement that was terminated without early termination penalties.
Facilities total $30.0 billion: $20.0 billion term loan, $8.0 billion five-year revolver, $2.0 billion 364-day revolver
No loans were outstanding as of September 29, 2026; Tesla does not currently plan to draw on the facilities in 2026
Credit agreements require at least $5.0 billion of consolidated liquidity
Existing $5.0 billion revolving credit agreement with Citi, due January 20, 2028, was terminated with no borrowings and no early termination penalties
Tesla reported second-quarter 2026 revenue of $28.2 billion, up 26% from a year earlier, on record second-quarter deliveries of 480,126 vehicles. Operating income fell 57% to $398 million, and diluted EPS was $0.32 on a GAAP basis versus $0.33 a year earlier, with GAAP net income supported by a $1,005 million unrealized gain on its SpaceX equity investment. Free cash flow was negative $1.1 billion as capital expenditures rose to $5.8 billion, reducing cash and short-term investments to $43.5 billion.
Total revenue of $28.2 billion, up 26% year over year; GAAP operating margin of 1.4%, down from 4.1% in Q2 2025.
GAAP net income attributable to common stockholders of $1.1 billion, down 5% year over year, including a $1,005 million pre-pax unrealized SpaceX gain before tax effects.
Diluted EPS of $0.32 GAAP and $0.33 non-GAAP, compared with $0.33 and $0.40 in Q2 2025.
Operating cash flow of $4.7 billion and capital expenditures of $5.8 billion produced free cash flow of negative $1.1 billion.
Tesla released preliminary second-quarter 2026 production and delivery figures in an exhibit to this 8-K, showing 451,758 vehicles produced and 480,126 delivered, plus 13.5 GWh of energy storage deployed. The release does not include net income, cash flow, revenue or EPS, and Tesla says these vehicle and storage counts are not a reliable indicator of quarterly financial results.
Total vehicles produced in Q2 2026: 451,758; delivered: 480,126
Model 3/Y: 442,936 produced and 467,762 delivered; other models: 8,822 produced and 12,364 delivered
Energy storage deployed in Q2 2026: 13.5 GWh
Full Q2 2026 financial results are scheduled for after market close on Wednesday, July 22, 2026, with a webcast at 5:30 p.m. Eastern Time
Tesla reported first-quarter 2026 results on April 22, 2026, in a First Quarter 2026 Update furnished as Exhibit 99.1. Total revenues rose 16% year over year to $22.4 billion, GAAP operating income rose 136% to $941 million, and GAAP diluted EPS was $0.13, up 8%. Compared with the fourth quarter of 2025, revenue and GAAP net income were lower, and the update gives no numeric guidance.
Total revenues of $22.4 billion, up 16% year over year, and $24.9 billion in Q4 2025
GAAP net income attributable to common stockholders of $477 million, up 17% year over year, versus $840 million in Q4 2025
GAAP diluted EPS of $0.13, up 8%; non-GAAP diluted EPS of $0.41, up 52%
Free cash flow of $1.4 billion, up 117% year over year; operating cash flow of $3.9 billion
Tesla reported first-quarter 2026 production, deliveries and energy storage deployments in a press release furnished under Item 2.02. The release does not include net income, cash flow or other financial results, which Tesla will report on April 22, 2026.
Production of 408,386 vehicles in Q1 2026, including 394,611 Model 3/Y and 13,775 other models
Deliveries of 358,023 vehicles in Q1 2026, including 341,893 Model 3/Y and 16,130 other models
Energy storage deployments of 8.8 GWh in Q1 2026
Q1 2026 financial results and Q&A webcast set for Wednesday, April 22, 2026, at 5:30 p.m. Eastern Time
Tesla reported fourth-quarter 2025 results, with revenue down 3% year over year to $24.9 billion and GAAP net income attributable to common stockholders down 61% to $840 million. For shareholders, the profit decline is the key takeaway, though gross margin rose to 20.1% and the company ended the quarter with $44.1 billion in cash and investments.
Q4 2025 GAAP diluted EPS was $0.24, down 60% year over year; non-GAAP diluted EPS was $0.50, down 17%.
Q4 2025 total revenue was $24.9 billion, down 3% year over year, while GAAP gross margin rose to 20.1% from 16.3%.
Full-year 2025 revenue was $94.8 billion, down 3%, and GAAP net income attributable to common stockholders was $3.8 billion, down 46%.
Q4 2025 free cash flow was $1.4 billion; on January 16, 2026, Tesla agreed to invest approximately $2 billion in xAI Series E Preferred Stock, with closing expected in Q1 2026.
Tesla published its fourth quarter 2025 production, deliveries and energy storage deployment figures on January 2, 2026. The company produced 434,358 vehicles and delivered 418,227, and deployed a record 14.2 GWh of energy storage products. The release excludes net income and cash flow, which Tesla says will be announced with its Q4 2025 results on January 28, 2026, so this filing does not show profitability.
Q4 2025 production was 434,358 vehicles and deliveries were 418,227 vehicles; the release shows a 3% change for both.
Energy storage deployments were 14.2 GWh in Q4 2025, a record for deployments; full-year 2025 deployments were 46.7 GWh.
Full-year 2025 production was 1,654,667 vehicles and deliveries were 1,636,129 vehicles.
Q4 2025 financial results, including net income and cash flow, are scheduled for after market close on January 28, 2026.
Tesla shareholders approved the amended 2019 Equity Incentive Plan and a performance-based restricted stock award to CEO Elon Musk at the November 6, 2025 annual meeting. The shareholders did not approve the amendments to remove supermajority voting requirements, and the x.AI investment proposal was not approved under the bylaw standard despite more votes for than against.
CEO award covers 423,743,904 shares, or 12% of the adjusted share count, with a preliminary fair value estimate of $87.75 billion; vesting depends on market capitalization milestones from $2 trillion to $8.5 trillion and operational goals.
Approved for: the equity plan (1,942,926,670 for, 514,568,170 against) and the CEO award (1,892,235,822 for, 564,940,908 against).
Not approved: supermajority voting repeal (1,309,549,644 for, 955,682,310 against, 181,764,443 abstained).
Shareholder proposal on an x.AI Corp. investment received 1,058,999,435 for and 916,321,296 against, with 473,073,200 abstentions; not approved under the bylaw standard, and the Board will consider next steps.
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