Tesla(US:TSLA) ZACKS·2025-10-14 15:45Core Insights - Tesla is expected to report third-quarter 2025 results on October 22, with earnings estimated at 52 cents per share and revenues at $26.27 billion [1][10] Financial Performance - The consensus estimate for earnings per share has decreased by 2 cents in the past week, indicating a 27.8% decline compared to the previous year [2] - Revenue estimates suggest a year-over-year growth of 4.3% [2] - In the last four quarters, Tesla has missed earnings estimates twice and exceeded them twice, with an average negative surprise of 3.65% [2] Delivery and Sales - Tesla delivered a record 497,099 vehicles in Q3, a 7.4% increase from the same quarter last year, breaking a trend of three consecutive quarters of year-over-year declines [3][10] - The expiration of the $7,500 EV tax credit at the end of September likely spurred demand, as customers rushed to purchase vehicles [4] Revenue Breakdown - Automotive sales revenues are projected to decline by 5.8% in the upcoming quarter, with gross margins expected to be 16%, down 4 percentage points from the previous year [5] - Energy Generation/Storage revenues are anticipated to reach $2.93 billion, reflecting growth both sequentially and year-over-year, driven by strong demand for Megapack and Powerwall products [6] - Energy storage deployment reached 12.5 GWh, up from 6.9 GWh in the same quarter of 2024, marking a new record [6] Earnings Prediction - The model indicates a likelihood of an earnings beat for Tesla this season, supported by a positive Earnings ESP of +10.08% [7] - Tesla currently holds a Zacks Rank of 3, indicating a hold rating [8]