Overview
- In Q2 2026 Tesla reported $28.2 billion in revenue, surpassed $100 billion in trailing revenue, and delivered 480,126 vehicles, a 25% year‑over‑year increase.
- The company booked $4.6 billion in Supercharger and related services revenue as its network supplies about half of U.S. DC fast‑charging ports and most major automakers adopted Tesla’s NACS to access those chargers.
- Tesla’s energy business generated $3.1 billion in the quarter after deploying a record 13.5 GWh of storage, showing faster growth in services and storage revenue than in some past quarters.
- Tesla has more than doubled on‑site compute in Texas to roughly 205 megawatts and says it plans to approach 400 megawatts by year‑end while it readies initial Optimus robot production lines in Fremont and Austin.
- Despite the operational gains, investor sentiment is weak and the stock is down around 21% year‑to‑date as competition from BYD grows overseas and U.S. tariff rules keep Chinese consumer EVs out of the American market.