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Tesla to Release Q1 2026 Earnings on April 22

Published 21 April 2026

Tesla Inc. will release its first-quarter 2026 financial results on April 22 after the stock market closes, followed by a conference call with executives. The report comes amid mixed signals from the electric vehicle maker, including vehicle deliveries that fell short of analyst expectations and a sequential decline in energy storage deployments, even as the company expands its robotaxi service.

For the quarter, Tesla delivered 358,023 vehicles, missing the consensus estimate of about 365,000 units. That figure marked a 6 percent increase from the 336,681 deliveries in the first quarter of 2025, a period hampered by production shutdowns for the Model Y refresh across all four factories. Production totaled more than 408,000 vehicles, resulting in an inventory buildup of roughly 50,000 units, primarily in the Model 3 and Model Y categories. Analysts attributed the gap to softening demand rather than supply constraints.

Energy storage deployments totaled 8.8 gigawatt-hours, down 38 percent from the record 14.2 gigawatt-hours in the fourth quarter of 2025 and below the expected 12 to 14 gigawatt-hours. The segment, a key growth area in recent years, showed year-over-year improvement...

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