Core Insights - Tesla's upcoming quarterly earnings report is expected to show earnings of $0.44 per share, a decline of 39.7% year-over-year, with revenues projected at $25.11 billion, down 2.3% from the previous year [1] Revenue Estimates - Analysts predict 'Revenues- Automotive sales' will reach $17.97 billion, reflecting a year-over-year decline of 3.7% [3] - 'Revenues- Energy generation and storage' is estimated at $3.66 billion, indicating a growth of 19.7% from the prior-year quarter [4] - 'Revenues- Services and other' is projected to be $3.48 billion, showing an increase of 22.2% year-over-year [4] - 'Revenues- Automotive regulatory credits' are expected to be $397.59 million, a decrease of 42.5% from the year-ago quarter [4] Geographic Revenue Estimates - 'Geographic Revenues- United States' is expected to be $12.95 billion, up 6.8% from the prior-year quarter [5] - 'Geographic Revenues- Other International' is projected at $7.34 billion, reflecting a decline of 2.6% year-over-year [5] - 'Geographic Revenues- China' is estimated at $5.28 billion, down 12.8% from the previous year [5] Vehicle Delivery Estimates - Total vehicle deliveries are forecasted to be 439,293, down from 495,570 in the same quarter last year [6] - 'Model 3/Y deliveries' are estimated at 413,581, compared to 471,930 in the prior year [6] - 'Other models deliveries' are projected at 12,202, down from 23,640 year-over-year [6] Storage and Leased Units Estimates - 'Storage deployed' is expected to reach 13,380 megawatt hours, an increase from 11,000 megawatt hours year-over-year [7] - 'Total Leased Units' is projected at 16,510, down from 26,962 in the previous year [7] Stock Performance - Tesla shares have shown a return of -7.4% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change [7]

Core Insights - Tesla reported $22.5 billion in revenue for Q2 2025, marking an 11.8% year-over-year decline, with an EPS of $0.40 compared to $0.52 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $22.43 billion by 0.28%, while the EPS surpassed the consensus estimate of $0.39 by 2.56% [1] Financial Performance Metrics - Total vehicle deliveries were 384,122, slightly below the estimated 386,031 [4] - Model 3/Y deliveries reached 373,728, exceeding the average estimate of 371,135 [4] - Automotive sales revenue was $15.79 billion, falling short of the $16.48 billion estimate, representing a 14.8% decline year-over-year [4] - Energy generation and storage revenue was $2.79 billion, compared to the $3.29 billion estimate, reflecting a 7.5% year-over-year decrease [4] - Services and other revenue increased to $3.05 billion, surpassing the $2.93 billion estimate, showing a 16.8% year-over-year growth [4] - Automotive regulatory credits revenue was $439 million, significantly lower than the $588.49 million estimate, indicating a 50.7% year-over-year decline [4] - Total Automotive Revenue was $16.66 billion, exceeding the $15.66 billion estimate, but still representing a 16.2% year-over-year decline [4] - Gross profit from total automotive sales was $2.87 billion, higher than the $2.64 billion estimate [4] Stock Performance - Tesla's shares have returned -2.5% over the past month, contrasting with the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]