Tesla reported its Q3 2026 results on October 21, 2026. Here are the figures and product updates in the company's Q3 2026 update, filed with the SEC, as of the evening of October 21 ET.
The numbers in three lines
- Total revenue was $28.0 billion ($28,046 million), including $20.6 billion from automotive and $2.9 billion from energy generation and storage.
- Operating income was $718 million. GAAP net income attributable to common stockholders was $787 million, or $0.22 per diluted share. Non-GAAP net income was $1,697 million.
- Tesla ended the quarter with $45.4 billion in cash, cash equivalents and short-term investments. Operating cash flow was $6.3 billion, capital expenditures were $4.7 billion and free cash flow was $1.5 billion.
Deliveries, production and storage
Tesla delivered 486,532 vehicles, down 2% from a year earlier, and built 464,391, up 4%. Model 3 and Model Y made up 478,237 of the deliveries. The delivery total matches the figure Tesla reported earlier this month. Energy storage deployments were 13.7 GWh.
Product timelines
- Semi: Tesla says it began volume production of the Tesla Semi on its high-volume line in Nevada.
- Optimus: Tesla says Optimus production began in Fremont on its high-volume lines.
- Cybercab: Tesla says it began deploying Cybercab into its Robotaxi fleet in Austin. The update lists Cybercab rides starting September 3 in Austin.
- Robotaxi: Tesla says the service reached nearly two million cumulative unsupervised miles, and Austin operating hours are now 6 am to midnight.
- Roadster: The update lists the next-generation Roadster as unveiled on October 15, with manufacturing capacity "TBD" and the car in design development. See what the reservation deposit gets you.
FSD and software
Tesla reports 1.74 million active FSD subscriptions and says FSD (Supervised) is now available in a total of nine EU countries. FSD (Supervised) requires active driver supervision. For the software that is reaching cars now, see Tesla Software Update 2026.38.5 and the software update history.
What it means for owners and buyers
Tesla also said it is focused on maximum capacity utilization at its factories. The Semi, Optimus, Cybercab and Roadster items are company statements about its own programs.
Tesla's earnings call was held on October 21 at 4:30 pm CT. This post covers the written update only and will not reflect remarks made on the call.
