For the quarter ended September 2025, Tesla (TSLA) reported revenue of $28.1 billion, up 11.6% over the same period last year. EPS came in at $0.50, compared to $0.72 in the year-ago quarter.
The reported revenue represents a surprise of +6.21% over the Zacks Consensus Estimate of $26.45 billion. With the consensus EPS estimate being $0.53, the EPS surprise was -5.66%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Tesla performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Total vehicle deliveries: 497,099 compared to the 467,163 average estimate based on seven analysts.
- Other models deliveries: 15,933 versus 17,760 estimated by five analysts on average.
- Model 3/Y deliveries: 481,166 versus 444,641 estimated by five analysts on average.
- Storage deployed: 12,500.00 MWh versus the two-analyst average estimate of 11,598.11 MWh.
- Total Leased Units: 10,230 versus 15,423 estimated by two analysts on average.
- Revenues- Automotive sales: $20.36 billion compared to the $19.32 billion average estimate based on nine analysts. The reported number represents a change of +8.1% year over year.
- Revenues- Energy generation and storage: $3.42 billion compared to the $3.3 billion average estimate based on nine analysts. The reported number represents a change of +43.7% year over year.
- Revenues- Services and other: $3.48 billion versus the nine-analyst average estimate of $3.24 billion. The reported number represents a year-over-year change of +24.6%.
- Revenues- Automotive regulatory credits: $417 million versus $437.96 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -43.6% change.
- Revenues- Automotive leasing: $429 million versus the five-analyst average estimate of $427.26 million. The reported number represents a year-over-year change of -3.8%.
- Total Automotive Revenue: $21.21 billion versus the five-analyst average estimate of $18.52 billion. The reported number represents a year-over-year change of +5.9%.
- Gross profit- Total Automotive: $3.62 billion compared to the $3.35 billion average estimate based on seven analysts.
View all Key Company Metrics for Tesla here>>>
Shares of Tesla have returned +3.9% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).
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