Tesla Releases Q4 2025 Earnings Consensus Estimates
Analysts expect Tesla to report $24.5 billion in revenue and $0.30 GAAP EPS for Q4 2025.
- $24.5B
- $0.30
- 1,722,932
What Happened
Tesla published its company-compiled consensus estimates for the fourth quarter of 2025, based on input from 19 sell-side analysts. The average total revenue estimate is $24,493 million, with a gross margin of 17.0%. Analysts project GAAP net income of $1,052 million attributable to common stockholders, resulting in EPS of $0.30. Non-GAAP EPS, which excludes stock-based compensation and digital asset gains/losses, is estimated at $0.44.
For full year 2026, analysts forecast total revenues averaging $104,148 million, with total deliveries of approximately 1,722,932 vehicles. The energy generation and storage segment is expected to contribute $17,818 million in revenue and 65.1 GWh of deployments. Operating margin is projected to improve to 5.2%.
- Total Revenue: $24,493 million
- Gross Margin: 17.0%
- Operating Margin: 4.3%
- GAAP EPS: $0.30
- Non-GAAP EPS: $0.44
Why this matters
These consensus estimates give investors a benchmark for Tesla's upcoming earnings report, reflecting Wall Street expectations on revenue, margin, and deliveries.
Terms in This Story
- Consensus estimates
- Average of financial predictions from a group of analysts
- GAAP
- Generally Accepted Accounting Principles, standard accounting rules
- Non-GAAP
- Adjusted earnings that exclude certain items like stock-based compensation
- SBC
- Stock-based compensation, a non-cash expense from employee stock awards
Summarised from the linked release; details can be imperfect — always verify against the original source.