Best or Worst? Tesla 26Q2: Record Sales, Weaker Profits
Key Takeaways Revenue rose 26% YoY to US$28.24B. Deliveries hit 480,126 units, up 25% YoY. Automotive gross margin ex-credits fell to 16.3%. Operating margin dropped to 1.4%. CapEx reached US$5.79B, causing negative FCF of US$1.09B. 2026 CapEx will exceed US$25B. FSD paid users reached 1.48M. Robotaxi passed 380,000 unsupervised miles with no notable incidents. SpaceX gains added about US$1B to Tesla’s net income. TSLA fell around 4% after hours as investors focused on margins and cash flow. Tesla reported strong Q2 2026 revenue and record deliveries, but profit quality was much weaker. Revenue reached US$28.24B, up 26% YoY and above market estimates. Adjusted EPS came in at US$0.33, below the expected US$0.49. The result was clear: Tesla sold more cars, but earned less from each dollar of
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. When Analyst think that KO is overvalued, you know that there is something amiss in this market. Maybe they just had a boost d/t being the official beverage sponsor for the World Cup. However, I think this "feel good" feeling is coming to an end. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. Huge influx in insider selling, coupled with still massively inflated valuations? Sounds like the bubble is really breaking this time round, and you better strap in for this rollercoaster ride. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]