Tesla (TSLA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Tesla reported revenue of $28.1 billion for the quarter ended September 2025, reflecting an 11.6% increase year-over-year and a surprise of +6.21% over the Zacks Consensus Estimate of $26.45 billion [1] - The earnings per share (EPS) was $0.50, down from $0.72 in the same quarter last year, with an EPS surprise of -5.66% compared to the consensus estimate of $0.53 [1] Financial Performance Metrics - Total vehicle deliveries reached 497,099, exceeding the average estimate of 467,163 [4] - Model 3/Y deliveries were 481,166, surpassing the estimated 444,641 [4] - Automotive sales revenue was $20.36 billion, above the average estimate of $19.32 billion, marking an 8.1% year-over-year increase [4] - Energy generation and storage revenue was $3.42 billion, exceeding the $3.3 billion estimate, with a significant year-over-year increase of 43.7% [4] - Services and other revenue totaled $3.48 billion, compared to the average estimate of $3.24 billion, reflecting a 24.6% year-over-year change [4] - Automotive regulatory credits revenue was $417 million, slightly below the estimated $437.96 million, representing a -43.6% change year-over-year [4] - Total Automotive Revenue was $21.21 billion, exceeding the average estimate of $18.52 billion, with a year-over-year change of +5.9% [4] - Gross profit from total automotive sales was $3.62 billion, surpassing the average estimate of $3.35 billion [4] Stock Performance - Tesla shares returned +3.9% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]