Tesla bukukan rekor pendapatan kuartal kedua sebesar $28,2 miliar

Rabu, 22 Juli 2026

Tesla melaporkan pendapatan kuartal kedua sebesar $28,236 miliar, meningkat 26 persen dari tahun sebelumnya. Perusahaan juga mencapai rekor pengiriman kendaraan sebanyak 480.126 unit.

Laba bersih yang diatribusikan kepada pemegang saham biasa mencapai $1,114 miliar. Laba operasional turun 57 persen menjadi $398 juta, yang menghasilkan margin operasional sebesar 1,4 persen. Produksi kendaraan mencapai total 451.758 unit. Pemasangan penyimpanan energi naik 41 persen menjadi 13,5 GWh. Tesla memulai produksi Cybercab di Gigafactory Texas dan memperluas layanan Robotaxi tanpa pengawasan ke tujuh wilayah metropolitan utama. Langganan Full Self-Driving mencapai tingkat rekor di Amerika Utara. Perusahaan menghentikan lini Model S dan Model X di Fremont untuk mempersiapkan produksi robot Optimus. Arus kas bebas bernilai negatif $1,092 miliar untuk kuartal tersebut.

Apa yang dikatakan orang

Reaksi awal di X menyoroti rekor pendapatan kuartal kedua Tesla sebesar $28,2 miliar dan pengiriman 480 ribu unit sebagai pertumbuhan volume yang kuat, sembari mencatat pencapaian pendapatan yang melampaui estimasi namun meleset pada EPS, margin yang lebih rendah, arus kas bebas negatif, serta pengeluaran besar untuk AI/robotika sebagai kekhawatiran utama.

Tesla Q2 2026 results:
• Record Q2 deliveries: 480,126 (+25% YoY)
• Total production: 451,758 (+10% YoY)
• Revenue: $28.2B (+26% YoY)
• First time >$100B trailing-twelve-month revenue
• Energy storage deployments: 13.5 GWh (+41% YoY)
• Services & Other: record profitability… pic.twitter.com/npYzOrgZkO

— Tesla Owners Silicon Valley (@teslaownersSV) 22 Juli 2026

1/
Tesla Q2 2026 earnings: record deliveries (480K, +25% YoY), revenue up 26% to $28.2B. The company crossed $100B revenue on a trailing 12 month basis for the first time. Sounds great on the surface... is it great? $TSLA 🧵

— Eric Tastad (@ZevCyber) 22 Juli 2026

$TSLA posted record Q2 revenue of $28.2B, ahead of the $26.4B expected. Deliveries hit 480K, up 25% year over year, also a record.

But earnings missed. Non-GAAP EPS came in at $0.33 versus $0.53 expected. Operating margin fell to 1.4% from 4.1% a year ago as pricing stayed…

— Noah Perrin | Elliott Wave & ICT (@TradeCycles) 22 Juli 2026

Tesla’s Q2 earnings are finally here. Record deliveries of around 480,000 vehicles were impressive, but I’m paying more attention to margins and the outlook. With the market expecting a big move, this could be one of the most interesting reports this week.

Join the Earnings… pic.twitter.com/9Y90Lnj9U0

— JOSIE_CRYPTO (@josie_crypto1) 23 Juli 2026

Here's 'Just another car companies' key interesting points from Tesla Q2 2026 earnings deck:

>55% FSD take rate on new North American deliveries (record attach rate, with more opting in at purchase)

Active FSD subscriptions surged 56% YoY to 1.48 million (largest quarterly… https://t.co/G4k2gj8Vg0

— Will (@TeslaJigsaw) 22 Juli 2026

Sumber

• https://teslanorth.com/2026/07/22/tesla-hits-28-2-billion-revenue-in-q2-as-production-begins-for-cybercab/
• https://electrek.co/2026/07/22/tesla-tsla-q2-2026-financial-results/
• https://www.teslarati.com/tesla-tsla-q2-2026-earnings-results/
• https://www.teslarati.com/tesla-tsla-q2-earnings-what-to-expect/
• https://x.com/Tesla/status/2080021924072366329
• https://x.com/elonmusk/status/2080048685522837664

Q2 Shareholder Update → https://t.co/rd0ILdq7Hj

Highlights
– Cybercab began production at Gigafactory Texas

– Tesla Semi remains on track for volume production this year at our new factory in Nevada

– Making continued progress with battery pack capacity expansion (the main… pic.twitter.com/Hhnxq0oThq

— Tesla (@Tesla) 22 Juli 2026

Tesla Earnings Call https://t.co/Z91hAJ5he2

— Elon Musk (@elonmusk) 22 Juli 2026