Tesla is scheduled to report its second-quarter 2026 financial results after the market closes on July 22. The earnings call is set to begin at 5:30 p.m. ET.
The company delivered 480,126 vehicles in the quarter, marking a 25% increase from a year earlier. Production reached 451,758 units, allowing Tesla to reduce inventory by about 28,000 vehicles.
Energy storage deployments rose to 13.5 GWh, up more than 40% from the same period last year. Analysts project revenue of roughly $26.4 billion and non-GAAP earnings of $0.53 per share.
Margins remain the key focus, with automotive gross margin excluding regulatory credits at 12.5% in the prior quarter. The spread in analyst estimates reflects uncertainty over the impact of pricing and financing incentives on profitability.