TSLA · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
Tesla, Inc. · 2026-10-22 · Importance 54 · Surprise 40 · In source text
Nine-month 2026 revenue increased $8.74 billion, or 12.5%, to $78.67 billion, while third-quarter revenue decreased $49 million to $28.05 billion. Nine-month automotive sales revenue increased $6.50 billion, or 13%, to $55.57 billion, driven by approximately 10% higher cash deliveries, foreign-exchange benefits and higher FSD (Supervised) subscription revenue. Services and other revenue increased $3.77 billion, or 41%, to $12.93 billion for the first nine months, reflecting higher used-vehicle volume and average selling prices, non-warranty maintenance, collision revenue and paid Supercharging sessions. Energy generation and storage revenue decreased $506 million, or 6%, to $8.43 billion for the first nine months, due to Megapack tariff refunds, lower Megapack average selling prices, fewer Powerwall deployments and lower solar retrofit cash deployments, partly offset by higher Megapack deployments.
Key facts
- Total revenues for the three months ended September 30, 2026 were $28.046 billion, a decrease of $49 million compared to the same period in the prior year. source
- Net income attributable to common stockholders was $787 million for the three months ended September 30, 2026, a decrease of $586 million year over year. source
- Total revenues for the nine months ended September 30, 2026 were $78.669 billion, an increase of $8.743 billion compared to the same period in the prior year. source
- Services and other revenue increased $1.13 billion, or 33%, to $4,605 million in the three months ended September 30, 2026 compared to the prior-year period. source
- Automotive sales revenue was $20,094 million for the three months ended September 30, 2026, a decrease of $265 million, or 1%, compared to the three months ended September 30, 2025. source
- Total automotive revenues were $20,560 million for the three months ended September 30, 2026, a decrease of $645 million, or 3%, compared to the three months ended September 30, 2025. source
- Net income attributable to common stockholders was $2.38 billion for the nine months ended September 30, 2026, a decrease of $576 million year over year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +31.2% | Total revenues for the nine months ended September 30, 2026 were $78.669 billion, an increase of $8.743 billion compared to the same… |
| net_income | negative | realized | -2.1% | Net income attributable to common stockholders was $787 million for the three months ended September 30, 2026, a decrease of $586 million… |
| revenue | negative | realized | -0.2% | Total revenues for the three months ended September 30, 2026 were $28.046 billion, a decrease of $49 million compared to the same period… |