Tesla said total revenue for Q2 2026 increased 26% year-over-year to $28.2B, while operating income decreased 57% to $0.4B, resulting in an operating margin of 1.4%.

1. 01

   Tesla said total revenue for Q2 2026 increased 26% year-over-year to $28.2B, while operating income decreased 57% to $0.4B, resulting in an operating margin of 1.4%.

2. 02

   The company said operating cash flow for Q2 was $4.7B and free cash flow was negative $1.1B, citing a sequential increase in capex of $3.3B as a factor. Quarter-end cash, cash equivalents and short-term investments were $43.5B, down $1.2B sequentially.

3. 03

   Tesla said total deliveries for Q2 were 480,126 units, up 25% year-over-year. The company also said Services and Other gross profit increased $302M sequentially to a record $648M, achieving a 14% gross margin.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call. Some paragraphs were omitted because their support in the source could not be confirmed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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