If you're asking when is tesla's earnings, you probably already know that following this company is a bit of a rollercoaster. It's not just a car company; it's a tech giant, an energy provider, and, frankly, a massive psychological experiment for the stock market.
Basically, the big date you need to circle on your calendar is Wednesday, January 28, 2026.
Tesla officially confirmed they will drop their fourth quarter (Q4) and full-year 2025 financial results after the market closes. For most of us, that means hitting refresh on the Investor Relations site around 4:00 PM Eastern Time, though the actual "show" starts a bit later.
Mark Your Calendar: The Exact Timing
Tesla doesn't usually do things early. They like the "after-market" slot.
The company will release a brief PDF report—the Shareholder Deck—first. Then, at 4:30 PM Central Time (5:30 PM Eastern), Elon Musk and the executive team (usually including CFO Vaibhav Taneja) will jump on a live Q&A webcast.
Honestly, the call is where the real fireworks happen. The report gives you the cold, hard numbers, but the call gives you the vibes, the "Elon-isms," and the outlook for the rest of 2026.
Why this specific report matters so much
This isn't just another quarterly check-in. It’s the "Full Year" report for 2025. We already saw the delivery numbers earlier this month, and they were... interesting. Tesla delivered about 418,227 vehicles in Q4.
That was a bit of a miss compared to what some analysts on Wall Street were hoping for (some were eyeing 440k+), but the market sort of shrugged it off because the Energy storage deployments were insane—14.2 GWh in just one quarter.
What Most People Get Wrong About Tesla Earnings
A lot of folks think the stock moves based on how many cars they sold. That's a rookie mistake. By the time the earnings call happens, the delivery numbers have been public for weeks.
The "Alpha" is in the margins.
Investors are obsessing over the Automotive Gross Margin (excluding regulatory credits). Why? Because Tesla has been cutting prices to keep volume high. If margins are still sliding, people get twitchy. If they’ve stabilized, it’s a massive "buy" signal for the bulls.
The Energy "Wild Card"
You’ve gotta look at the Megapacks. Tesla Energy is growing way faster than the car business right now. In Q3 2025, the energy segment's revenue was up 44%. If that trend continued into the end of the year, it might actually offset the lower profits from car sales.
Wall Street’s Cheat Sheet: The Numbers to Watch
Analysts are all over the place, but here is the general consensus of what they’re looking for on January 28:
- Revenue: Expecting somewhere between $24.7 billion and $26 billion.
- Earnings Per Share (EPS): Most estimates are hovering around $0.32 to $0.35.
- The Big Question: Will 2025 be the first year of declining annual revenue? Some analysts, like those at The Motley Fool, are suggesting it might be, which would be a huge psychological hurdle for the "growth" narrative.
What Really Matters: The 2026 Guidance
The past is the past. What everyone really wants to hear on the January 28 call is what happens next.
There are three things that will move the needle:
- The "Redwood" Project: We've been hearing whispers about the $25,000 next-gen vehicle for ages. If Elon gives a firm production start date for 2026, the stock probably flies.
- FSD & Robotaxi: After the "Cybercab" reveal last year, we need to know about regulatory progress. Is "Unsupervised FSD" actually happening in Texas or California this year?
- Cybertruck Ramp: We know they’re moving units now, but are they making money on them yet?
Actionable Insights for Investors
If you're holding TSLA or thinking about jumping in, don't just trade the headline. Here’s a better way to handle the when is tesla's earnings hype:
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- Listen to the first 15 minutes of the call: That's when they talk about the future production platform. That matters more than last month's sales.
- Check the "Regulatory Credits" line: Sometimes Tesla beats earnings expectations simply because they sold a bunch of carbon credits to other automakers. That's "low quality" profit. You want to see profit from making things.
- Watch the "Energy" section: It’s no longer a side hustle. It’s becoming a core pillar of the valuation.
The stock has been trading in a "bull flag" pattern recently, and a solid report on the 28th could be the catalyst to push it toward the $500 mark—or, if the guidance is weak, back down to the low $300s.
To stay updated, you can register for the webcast directly on the Tesla Investor Relations page. Usually, they open the "Say" platform a week before the call so retail investors can submit questions. If you want to know something specific about the Model 2 or the Optimus bot, that’s your chance to get it in front of Elon.
Monitor the Tesla Investor Relations website on the afternoon of January 28 to download the shareholder deck as soon as it goes live.