Tesla set to report fourth-quarter earnings after the bell

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Elon Musk, main enforcement serviceman of Tesla Inc., during the US-Saudi Investment Forum astatine the Kennedy Center successful Washington, DC, US, connected Wednesday, Nov. 19, 2025.

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Tesla plans to reports fourth-quarter net for 2025 aft the doorbell connected Wednesday.

Here what Wall Street is expecting for the quarter, according to analysts polled by LSEG:

  • Earnings per share: 45 cents expected
  • Revenue: $24.79 cardinal expected

Revenue has been sluggish successful caller quarters for Tesla, arsenic the institution faces an onslaught of contention successful assorted parts of the world, astir notably from BYD successful China.

Analysts expect to spot a driblet successful gross for the 3rd clip successful the past 4th quarters, with the mean estimation showing a 3.6% diminution from $25.7 cardinal a twelvemonth earlier. Revenue for the afloat twelvemonth is expected to travel successful astatine astir $95 billion, which would beryllium a 2.8% descent from 2024 and correspond the archetypal yearly driblet connected grounds for the company.

Earlier this month, Tesla reported a 16% plunge successful vehicle deliveries for the 4th fourth and 8.6% diminution for the afloat year. Deliveries are the closest approximation of income reported by Tesla, but are not precisely defined successful the company's shareholder communications.

While Tesla's halfway concern has been struggling, CEO Elon Musk has tried to absorption capitalist attraction elsewhere. In particular, he's touted the company's nascent Robotaxi concern and its Optimus humanoid robots, which person yet to deed the market.

Following a brutal commencement to 2025, Tesla's banal bounced backmost and ended the twelvemonth up 11% aft soaring successful the 3rd quarter.

On the Say Technologies forum, which Tesla uses to solicit capitalist questions for net calls, immoderate of the top-voted entries arsenic of Tuesday were astir the company's partially automated driving systems, marketed arsenic Full Self-Driving (Supervised) successful the U.S., and connected its plans for a driverless ride-hailing service.

In 2025, Tesla launched a Robotaxi-branded ride-hailing app, and the institution has been moving a aviator work successful Austin, Texas. Last week, Tesla executives said they had taken quality information supervisors retired of a fistful of cars successful the Austin fleet to behaviour driverless rider rides.

The institution besides operates a ride-hail service, with quality drivers down the wheel, successful the San Francisco area, wherever it doesn't person support to run driverless vehicles without a quality astatine the wheel, adjacent for investigating purposes.

Meanwhile, Alphabet's Waymo work continues to grow commercially successful the U.S., and Baidu's Apollo Go keeps increasing successful Asia.

Some investors submitted questions astir Musk's different companies, including xAI and whether Tesla planned to put successful the artificial quality startup, and asked if Tesla shareholders volition get immoderate peculiar entree to put successful an eventual SpaceX IPO. Musk has said helium wants to instrumentality his aerospace and defence contractor nationalist successful 2026.

Capital expenditures volition apt beryllium different taxable connected the call, arsenic investors hold to perceive astir the spot exertion that volition underpin Tesla's self-driving and robotics efforts. During Tesla's annual shareholder meeting in November, Musk said the institution would beryllium moving up with accumulation of new chips with Samsung and Taiwan Semiconductor Manufacturing Co.

Analysts polled by FactSet expect Tesla's capex to turn to $11 cardinal this twelvemonth from a projected $9.5 cardinal successful 2025.

Tesla's telephone with analysts is scheduled to statesman astatine 5:30 p.m. ET.

WATCH: Robotaxi volition beryllium large absorption of Tesla's net call

Robotaxi volition  beryllium  the large   absorption   of Tesla's investors call, says Morningstar's Goldstein

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