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Get filing alertsTesla reports Q3 2026: $28.0B revenue, $0.8B GAAP net income, $1.5B free cash flow
Filed October 21, 2026 · Period ending October 21, 2026 · ~1 min read
Key Changes
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Tesla released Q3 2026 results: $28.0B revenue, $0.8B GAAP net income, $1.7B non-GAAP net income, and $1.5B free cash flow.
Item 2.02 verify on EDGAR → -
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GAAP operating income was $0.7B, down from $1.6B a year earlier, while revenue was roughly flat year-over-year.
Exhibit 99.1 view on EDGAR → -
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Operating cash flow was $6.3B; cash and investments rose $1.9B sequentially to $45.4B.
Exhibit 99.1 view on EDGAR → -
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Production rose 4% YoY to 464,391 vehicles; deliveries fell 2% YoY to 486,532.
Exhibit 99.1 view on EDGAR → -
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Robotaxi service reached nearly two million cumulative unsupervised miles; FSD available in nine EU countries and used by over 100,000 customers.
Exhibit 99.1 view on EDGAR →
Summary
Tesla filed an 8-K on October 21, 2026, disclosing its third-quarter 2026 financial results. The company reported $28.0 billion in total revenue, roughly flat compared to the prior year, and GAAP net income of $0.8 billion.
Operating income declined to $0.7 billion from $1.6 billion a year earlier, reflecting lower vehicle average selling prices and reduced regulatory credit revenue, partially offset by growth in services and other revenue. Free cash flow was $1.5 billion, and the company's cash and investments increased by $1.9 billion to $45.4 billion.
Operationally, Tesla produced 464,391 vehicles, up 4% year-over-year, while deliveries declined 2% to 486,532. The company highlighted record production at Gigafactory Berlin and noted that battery availability remained a limiting factor on auto volumes. On the technology front, Tesla's Robotaxi service reached nearly two million cumulative unsupervised miles, and Full Self-Driving is now available in nine EU countries with over 100,000 customers using the feature. For retail investors, the results show continued profitability and strong cash generation, though the decline in operating income and flat revenue may warrant attention. The filing does not include any red flags or material adverse disclosures.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
Tesla released Q3 2026 financial results via its Third Quarter 2026 Update on its website.
Added in current filing · verify on EDGAR →
On October 21, 2026, Tesla, Inc. released its financial results for the quarter ended September 30, 2026 by posting its Third Quarter 2026 Update on its website.
Tesla announced its third-quarter 2026 financial results on October 21, 2026. The full update is attached as Exhibit 99.1 and incorporated by reference. The filing does not include any quantitative figures in the body; those are in the exhibit.
Event · Exhibit 99.1
Added in current filing · view on EDGAR →
Profitability $0.7B GAAP operating income $0.8B GAAP net income $1.7B non-GAAP net income1
Tesla reported $0.7 billion GAAP operating income, $0.8 billion GAAP net income, and $1.7 billion non-GAAP net income for Q3 2026. These figures show the company remained profitable, though GAAP operating income declined from $1.6 billion a year earlier.
Added in current filing · view on EDGAR →
Cash Operating cash flow of $6.3B Free cash flow2 of $1.5B $1.9B increase in our cash and investments3
Tesla generated $6.3 billion in operating cash flow and $1.5 billion in free cash flow during Q3 2026. Cash, cash equivalents and short-term investments increased by $1.9 billion sequentially to $45.4 billion.
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Figures/quotes linked to EDGAR · Narrative written by AI · Oct 21, 2026 · How we verify