TSLA · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

Tesla, Inc. · 2026-07-23 · Importance 65 · Surprise 48 · No source text

Tesla recognized total revenues of $28.24 billion and $50.62 billion for the three and six months ended June 30, 2026, increases of $5.74 billion (25.5%) and $8.79 billion (21.0%) year‑over‑year, respectively. Automotive sales were $20.01 billion in the quarter, up $4.22 billion (27%) driven by ~25% higher cash deliveries and higher average selling price per unit year‑over‑year. Services and other revenue increased $1.54 billion (50%) in the quarter and $2.64 billion (46%) year‑to‑date, driven by higher used vehicle sales volume and ASPs, non‑warranty maintenance, collision revenue and paid Supercharging sessions. Energy generation and storage revenue rose $350 million (13%) in the quarter primarily from increased Megapack deployments, partially offset by lower Powerwall deployments and lower average selling price per Megapack unit.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+31.1%Total revenues for the six months ended June 30, 2026 were $50,623 million, up by $8,792 million from the prior year.
revenuepositiverealized+20.3%Total revenues for the three months ended June 30, 2026 were $28,236 million, up by $5,740 million from the same period in the prior year.