TSLA

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Numbers to watch every quarter

Metric2025Q22026Q2
First-half capital expenditures
10-Q 2026Q2 cash flow statement
8,282$M
FSD and services deferred revenue
10-Q 2026Q2 Note 1 Revenue Recognition
4,050$M
Megapack sales to SpaceX
10-Q 2026Q2 Note 13
318$M
Operating income
10-Q 2026Q2 statement of operations (comparative)
923$M398$M
Operating margin
10-Q 2026Q2, computed (923 / 22,496)
4.1%1.4%
Regulatory-credit revenue
10-Q 2026Q2 statement of operations (comparative)
439$M146$M
Revenue
10-Q 2026Q2 statement of operations (comparative)
22,496$M28,236$M
SpaceX stake carrying value
10-Q 2026Q2 Note 2
3,007$M
SpaceX unrealized gain (quarter)
10-Q 2026Q2 Note 2 · cash flow statement
1,005$M
2026Q2 · 10-Q ·

Tesla's $1.1bn Q2 profit: $1.0bn of it is a mark-up on its SpaceX stake

Q2 2026 net income $1,114m includes a $1,005m unrealized gain on the SpaceX equity investment (Note 2). Operating income $398m, operating margin 1.4% (4.1% a year earlier).
aiSwingX™ analyzes US filings and reports them as news investors can read.
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