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Dec 31, 2025
Tesla Q4 2025 Earnings Report
Tesla reported solid financial results in Q4 2025, with strong energy growth and progress in autonomy.
Key Takeaways
Tesla delivered $24.9B in revenue and $840M in net income in Q4 2025, with notable advancements in Robotaxi and record energy deployments. Automotive margins improved despite lower deliveries.
Tesla posted $24.9B in revenue and $840M in net income for Q4 2025
Energy business hit record deployments and profit, contributing $3.8B in revenue
Started removing safety monitors from Robotaxis in Austin
Free cash flow reached $1.42B, and cash balance increased to $44.1B
Revenue by Segment
Forward Guidance
Tesla expects to ramp production across vehicles, energy storage, and robotics in 2026, with a focus on capacity expansion and AI-powered services.
Positive Outlook
- Cybercab and Tesla Semi are on track for volume production in 2026
- First production line for Optimus humanoid robot underway
- Continued investments in domestic battery production and lithium refining
- AI training infrastructure expansion in Texas (Cortex 2)
- Strong positioning for clean energy growth with Megapack 3 and Megablock
Challenges Ahead
- Vehicle deliveries impacted by increased tariffs and supply chain risks
- Higher R&D and SG&A expenses expected with AI and autonomy efforts
- Operating margins remain under pressure from lower fixed cost absorption
- Uncertainty in regulatory approvals in China and Europe for FSD
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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