Tesla TSLA is set to release fourth-quarter 2025 results on Jan. 28, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at 44 cents per share and $25.02 billion, respectively. The consensus mark for fourth-quarter earnings per share has declined 3 cents in the past 30 days. The estimate for the bottom line implies a 39.7% contracti...
Tesla TSLA is set to release fourth-quarter 2025 results on Jan. 28, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at 44 cents per share and $25.02 billion, respectively. The consensus mark for fourth-quarter earnings per share has declined 3 cents in the past 30 days. The estimate for the bottom line implies a 39.7% contraction from the year-ago levels. The Zacks Consensus Estimate for quarterly revenues suggests year-over-year growth of 2.7%. In the last earnings season, the company missed earnings estimates. In the trailing four quarters, Tesla missed earnings estimates thrice and beat once, with the average negative earnings surprise being 11.1%. Tesla, Inc. Price and EPS Surprise Tesla, Inc. Price and EPS Surprise Tesla, Inc. price-eps-surprise | Tesla, Inc. Quote Factors to Shape Q4 Results In the fourth quarter, Tesla delivered 418,227 vehicles (comprising 406,585 Model 3/Y and 11,642 other models), down 16% from the corresponding quarter of 2024. The deliveries also fall short of our estimate of 448,384 units. Withdrawal of the $7,500 EV tax credit and competition from Chinese EV manufacturers hurt Tesla’s sales in the fourth quarter of 2025. We expect revenues from automotive sales to decline 1.1% in the to-be-reported quarter. Gross margins from automotive sales are expected at 16%, in line with the year-ago period. Falling deliveries and an expected decline in margins are likely to have hurt the company’s performance in the to-be-reported quarter. However, Tesla is positioned to gain from growing energy generation and storage revenues, supported by strong demand for its Megapack and Powerwall solutions. In the fourth quarter of 2025, Tesla deployed 14.2 GWh of energy storage, reflecting an increase from 11 GWh in the corresponding quarter of 2024 and setting a new record. We expect revenues from the Energy Generation/Storage segment to be $3.4 billion, suggesting an uptick on a year-o...