TSLA

Consumer Discretionary

Tesla, Inc.

Auto Manufacturers

Next Earnings: Q4 2025

Wednesday, February 4, 2026

TSLA EPS History & Predictions

Actual

Consensus

Wall Street

$0.46consensus

GPT-5.2

$0.41▼

GPT-5.2

$0.44▼

Gemini 3 Pro

$0.28▼

Grok-4

$0.45▼

Claude-opus

$0.35▼

Claude-sonnet

$0.42▼

Q4 2025 Predictions

AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.

GPT-5.2

openrouter

EPS

$0.41

Revenue

$30.40B

Conf.

56%

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GPT-5.2

openrouter

EPS

$0.44

Revenue

$29.40B

Conf.

42%

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Gemini 3 Pro

openrouter

EPS

$0.28

Revenue

$26.15B

Conf.

85%

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Grok-4

openrouter

EPS

$0.45

Revenue

$27.50B

Conf.

75%

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Claude-opus

openrouter

EPS

$0.35

Revenue

$24.80B

Conf.

78%

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Claude-sonnet

anthropic

EPS

$0.42

Revenue

$26.50B

Conf.

65%

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Predictions Comparison

AI model predictions compared to Wall Street consensus

Model	EPS Estimate	Revenue Estimate	vs Consensus	Confidence
GPT-5.2openrouter	$0.41	$30.40B	-10.9%	56%
GPT-5.2openrouter	$0.44	$29.40B	-4.3%	42%
Gemini 3 Proopenrouter	$0.28	$26.15B	-39.1%	85%
Grok-4openrouter	$0.45	$27.50B	-2.2%	75%
Claude-opusopenrouter	$0.35	$24.80B	-23.9%	78%
Claude-sonnetanthropic	$0.42	$26.50B	-8.7%	65%
Wall Street Consensus	$0.46	—	—	—

Wall Street Consensus

Compare AI predictions against Wall Street analyst consensus

Consensus EPS

$0.56

Last Reported EPS

$0.43

Last Surprise

-23.75%

Report Date

10/23/2025

Quarterly Earnings Surprise Amount

Historical performance vs Wall Street consensus

Fiscal Quarter End	Date Reported	Earnings Per Share*	Consensus EPS* Forecast	% Surprise
Q3 2025	10/23/2025	0.43	0.56	-23.75
Q2 2025	7/24/2025	0.36	0.40	-8.46
Q1 2025	4/23/2025	0.13	0.41	-69.27
Q4 2024	1/30/2025	0.72	0.77	-6.95

* EPS values are adjusted for stock splits

Financial Statements

Historical data with AI projections for Q4 2025

All values in Billions (USD) unless otherwise noted

					AI Projections
Line Item	Q4 2024	Q1 2025	Q2 2025	Q3 2025	GPT-5.2Q4 2025	GPT-5.2Q4 2025	Gemini 3 ProQ4 2025	Grok-4Q4 2025	Claude-opusQ4 2025
Revenue
Revenue	25.71	19.34	22.50	28.09	30.40+8.2%	29.40+4.6%	26.15	27.50-2.1%	24.80-11.7%
Cost Of Revenue	21.53	16.18	18.62	23.04	25.20+9.4%	24.40+5.9%	21.84	22.54-2.2%	21.08-8.5%
Cost & Gross Profit
Gross Profit	4.18	3.15	3.88	5.05	5.20+2.9%	5.00-1.1%	4.31	4.96-1.9%	3.72-26.4%
Cost And Expenses	24.12	18.94	21.57	26.47	28.85+9.0%	27.78+5.0%	25.17	25.79-2.6%	24.03-9.2%
Operating Expenses
Research And Development Expenses	1.28	1.41	1.59	1.63	1.75+7.4%	1.72+5.5%	1.68	1.65+1.2%	1.55-4.9%
General And Administrative Expenses	1.31	1.25	0	0	0	0	0	1.60	1.40
Selling And Marketing Expenses	0	0	0	0	0	0	0	0	0
Selling General And Administrative Expenses	1.31	1.25	1.37	1.56	1.90+21.6%	1.58+1.2%	1.65	1.60+2.4%	1.40-10.4%
Other Expenses	0.007	0.094	0	0.238	0.100-58.0%	0.040-83.2%	0-100.0%	0.250+5.0%	0-100.0%
Operating Expenses	2.60	2.75	2.96	3.43	3.65+6.4%	3.38-1.5%	3.33	3.25-5.2%	2.95-14.0%
Interest Expense	0.096	0.091	0.086	0.076	0.080+5.3%	0.085+11.8%	80.00	0.080+5.3%	0.080+5.3%
Total Other Income Expenses Net	1.18	0.190	0.626	0.335	0-100.0%	0.300-10.4%	370.00	0.300-10.4%	0.460+37.3%
Income Tax Expense	0.434	0.169	0.359	0.570	0.480-15.8%	0.480-15.8%	340.00	0.600+5.3%	0.295-48.2%
Other Income/Expense
Net Interest Income	0.346	0.309	0.306	0.363	0.380+4.7%	0.370+1.9%	370.00	0.370+1.9%	0.340-6.3%
Interest Income	0.442	0.400	0.392	0.439	0.460+4.8%	0.455+3.6%	450.00	0.450+2.5%	0.420-4.3%
Non Operating Income Excluding Interest	-1.28	-0.281	-0.712	-0.411	-0.500-21.7%	-0.090+78.1%	0+100.0%	-0.400+2.7%	0.120+129.2%
Other Adjustments To Net Income	0	0	0	0	0	0	0	0	0
Net Income & EPS
Operating Income	1.58	0.399	0.923	1.62	1.55-4.6%	1.62-0.4%	980.00	1.71+5.3%	0.770-52.6%
Income Before Tax	2.77	0.589	1.55	1.96	1.93-1.5%	1.92-2.1%	1.35	2.08+6.2%	1.23-37.2%
Net Income From Continuing Operations	2.33	0.420	1.19	1.39	1.45+4.4%	1.46+5.1%	1.01	1.48+6.6%	0.950-31.6%
Net Income From Discontinued Operations	0	0	0	0	0	0	0	0	0
Net Income	2.31	0.409	1.17	1.37	1.45+5.6%	1.44+4.7%	1.01	1.48+7.8%	0.935-31.9%
Net Income Deductions	0	0	0	0	0	0	0	0	0
Bottom Line Net Income	2.31	0.409	1.17	1.37	1.45+5.6%	1.44+4.7%	1.01	1.48+7.8%	0.935-31.9%
Eps	$0.7202	$0.1271	$0.3636	$0.4255	$0.4500+5.8%	$0.4400+3.4%	$0.3100-27.1%	$0.4600+8.1%	$0.2900-31.8%
Eps Diluted	0.66	0.12	0.33	0.39	0.41+5.3%	0.41+5.3%	0.28-28.1%	0.45+15.6%	0.35-10.1%
Other
Filing Date	0.000	0.000	0.000	0.000	—	—	—	—	—
Fiscal Year	0.000	0.000	0.000	0.000	—	—	—	—	—
Depreciation And Amortization	1.50	1.45	1.43	1.63	1.75+7.7%	1.68+3.4%	1.65	1.62-0.3%	1.58-2.8%
Ebitda	4.36	2.13	3.07	3.66	3.76+2.7%	3.68+0.6%	3.08	3.72+1.6%	2.89-21.0%
Ebit	2.86	0.680	1.64	2.04	2.01-1.2%	2.00-1.6%	1.43	2.10+3.2%	1.31-35.6%
Weighted Average Shs Out	3,213,000,000	3,218,000,000	3,223,000,000	3,227,000,000	3,250,000,000+0.7%	3,240,000,000+0.4%	3.23	3,230,000,000+0.1%	3,240,000,000+0.4%
Weighted Average Shs Out Dil	3,517,000,000	3,521,000,000	3,519,000,000	3,526,000,000	3,560,000,000+1.0%	3,540,000,000+0.4%	3.54	3,540,000,000+0.4%	2,670,000,000-24.3%