Tesla (TSLA) Tops Q4 EPS by 5c, Beats on Revenue, Provides Update
Tesla (NASDAQ: TSLA) reported Q4 EPS of $0.50, $0.05 better than the analyst estimate of $0.45. Revenue for the quarter came in at $24.9 billion versus the consensus estimate of $24.78 billion.
Q4 operating margin stood at 5.7%; gross margin at 20.1%.
- Tesla said that in 2026 it will further invest in infrastructure to support clean energy, transport, and autonomous robots.
- Tesla said first-generation production lines for Optimus are being installed in anticipation of volume production.
- Tesla said Cybercab, Tesla Semi, and Megapack 3 are on schedule for volume production starting in 2026.
- Tesla said preparations continue in North America for production ramps of Tesla Semi and Cybercab, both commencing in 1H26.
- Tesla plans to begin Megapack 3 and Megablock production at Megafactory Houston in 2026.
- Tesla said it plans to unveil the Gen 3 version of Optimus in Q1 of this year.
- Tesla said it plans in H1 2026 to more than double the size of onsite compute in Texas, measured in H100 equivalents.
- Tesla said Gen 3 Optimus production is planned to start before the end of 2026, with an eventual planned capacity of 1 million robots per year.
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