Tesla Inc. (TSLA) Q2 2026 (USD): Adj. EPS 0.33 (exp. 0.52), Revenue 28.2bln (exp. 25.99bln),

Gross margin 16.8% (exp. 19.4%). Automotive revenue 20.52bln (exp. 18.68bln). Services and other revenue 4.58bln (exp. 3.72bln). Energy generation and storage revenue 3.14bln (exp. 3.77bln). Active FSD subscriptions 1.48mln (exp. 1.40mln). FCF -1.09bln (exp. -3.64bln). Commentary Megafactory Texas is nearing completion, with start of production planned for this year. Continue to make progress on construction and equipment procurement for our semiconductor fab in Austin. First-gen production lines for Optimus are being installed in anticipation of production in 2026. Cybercab began production at Gigafactory Texas, and Tesla Semi remains on track for production this year at the new factory in Nevada. Robtaxi rollout continued in the US and is now live in seven major metros. Tesla and Megapack 3 remain on schedule for production starting in 2026. We are seeing elevated interest in our vehicles in market with FSD approval. Energy storage business returned to growth.