| TSLA |
Report |
Q2 revenue |
BEAT |
pred ~$25.6B vs. cons $25.0B |
MEDIUM |
| TSLA |
Report |
Q2 non-GAAP diluted EPS |
MISS |
pred ~$0.52 vs. cons $0.58 |
MEDIUM |
| TSLA |
Report |
Q2 free cash flow |
MISS |
pred ~-$1.3B vs. cons -$0.5B |
HIGH |
| TSLA |
Guide |
FY2026 capital expenditures |
LOWER |
guide ~$27.0B vs. cons $24.5B (FY2026) |
HIGH |
| TSLA |
Guide |
FY2026 vehicle deliveries |
BETTER |
guide ~2.05M vs. cons 1.98M (FY2026) |
MEDIUM |
| TSLA |
Guide |
Robotaxi operating footprint |
UNCHANGED |
guide ~12 states vs. cons 12 states (by 4Q2026) |
MEDIUM |
| TSLA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.5% |
— |
MEDIUM |
| TSLA |
Return |
5-day cumulative residual |
-10.0% (FOLLOW-THROUGH) |
A ~$0.06 EPS shortfall and ~$0.8B incremental FCF deficit versus consensus would make the delivery beat look commercially expensive. FY2026 capex of ~$27.0B versus ~$24.5B consensus implies lower out-period FCF and earnings power, driving negative revisions even if the Robotaxi footprint remains ~12 states versus ~12 expected. |
MEDIUM |