A conveyance transport motortruck arrives with Tesla Model Y vehicles astatine the company's store successful Colma, California, US, connected Thursday, Oct. 9, 2025.
David Paul Morris | Bloomberg | Getty Images
Tesla is acceptable to study net aft the doorbell connected Wednesday.
Here's what analysts are expecting, according to an mean of estimates compiled by LSEG:
- Earnings per share: 54 cents expected
- Revenue: $26.37 cardinal expected
Following 2 consecutive year-over-year gross declines, Tesla is expected to instrumentality to growth, for 1 4th astatine least, with analysts expecting an summation of 4.7% from $25.18 cardinal a twelvemonth earlier. However, aboriginal projections for the 4th fourth amusement gross dropping 1.2%, according to LSEG.
On Tesla's last net call successful July, CEO Elon Musk and concern main Vaibhav Taneja warned shareholders astir the interaction of higher tariff costs and the expiration of national electrical conveyance taxation credits.
The extremity of the taxation credits, tied to President Donald Trump's spending bill, pulled income guardant for Tesla and different electrical conveyance makers arsenic consumers rushed to instrumentality vantage of the inducement earlier it went away.
Earlier this month, Tesla reported deliveries of 497,099 vehicles for the 3rd quarter, a record, connected full accumulation of 447,450 vehicles. However, done the archetypal 3 quarters, deliveries stood astatine astir 1.2 million, down astir 6% compared to the aforesaid play of 2024.
Deliveries are the closest approximation of conveyance income reported by Tesla but are not precisely defined successful the company's shareholder communications.
In the 2nd quarter, Tesla reported automotive gross of $16.7 billion, including income of car regulatory credits that amounted to $439 million.
Analysts astatine Cantor Fitzgerald wrote successful a enactment connected Tuesday that they volition beryllium focusing connected Musk's commentary and updates from Tesla connected "several upcoming cardinal worldly imaginable near-term catalysts." They see advancement with Tesla's Robotaxi-branded work successful Texas and California, accumulation and income of the company's caller lower-cost Model 3 and Y vehicles and the adoption of its premium operator assistance systems successful China and Europe.
The analysts, who person the equivalent of a bargain standing connected the stock, said they're besides watching for the motorboat adjacent twelvemonth of the company's Cybercab, a two-seater robotaxi with nary steering instrumentality oregon pedals, on with updates connected Tesla's humanoid Optimus robots, which are not yet commercially deployed.
Tesla's 3rd 4th was marked by a continuing income slump successful Europe, driven partially by user backlash against Musk, his incendiary governmental rhetoric and activism, arsenic good by contention from EV makers similar Volkswagen and BYD.
The stock, which plummeted to commencement the year, has rallied backmost and is present up astir 7% successful 2025. That inactive trails large indexes and astir of its megacap peers.
S&P Global past week released a study explaining that adjacent with the easing of tariff burdens, request headwinds successful the car manufacture persist successful the look of slowing disposable income growth, user pessimism and fluid commercialized policies.
Still, the researchers revised their U.S. airy conveyance income estimates upward by astir 2% to 16.1 cardinal for 2025, and 1.3% to 15.3 cardinal successful 2026.
Tesla's marque ranking declined to the 25th spot connected the Interbrand 2025 Best Global Brands database retired earlier this month, from 12th successful 2024. Automotive competitors including Toyota, Mercedes and BMW each bested Tesla, with Toyota the highest astatine No. 6.
"Tesla was erstwhile the main disruptive unit successful the automotive industry," the study said. "However a operation of rising contention successful the EV marketplace and Elon Musk's attraction being diverted to governmental activities has led to a diminution successful profits successful 2024 and fiscal forecasts for 2025."
The study added that, "A deficiency of innovation successful products and low-cost competitors has led to concerns astir Tesla's quality to prolong precocious margins."
Tesla executives volition big a telephone with analysts astatine 5:30 p.m. ET.
On an online forum Tesla uses to fto investors taxable questions up of net calls, shareholders mostly wanted to cognize astir the company's robotaxi pilots and plans. They besides asked astir however AI is driving request for Tesla's vigor products, which see big, backup batteries and star photovoltaics that tin powerfulness datacenters and different facilities.
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