Tesla Publishes 23-Firm Q2 Consensus Ahead of July 22 Earnings
Updated
Updated · Not a Tesla App · Jul 17
Tesla Publishes 23-Firm Q2 Consensus Ahead of July 22 Earnings
3 articles · Updated · Not a Tesla App · Jul 17
Summary
23 sell-side firms in Tesla’s company-compiled consensus project Q2 revenue of about $27.58 billion and net income near $1.5 billion ahead of the July 22 earnings release.
Wall Street’s targets also imply earnings per share around $0.36 on a GAAP basis and roughly $0.55 adjusted, giving investors a benchmark for next week’s results.
480,126 vehicle deliveries in Q2 already topped the analyst average of 406,024, strengthening expectations that Tesla could beat earnings estimates as well.
Even meeting consensus would mark year-over-year growth from Q2 2025, when Tesla reported $22.5 billion in revenue and $1.2 billion in net income.
Next week’s call is also expected to focus on Robotaxi expansion, the Cybercab and Optimus launch timeline, AI chips, unsupervised FSD and HW3 upgrade questions.