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Company updateOfficial company source

Tesla Board solicits shareholder votes for 2026 Annual Meeting; three Class I directors up for re-election

Tesla filed a DEFA14A on October 29, 2026, sending additional proxy solicitation materials to shareholders ahead of the December 3, 2026 Annual Meeting of Shareholders. The filing includes a shareholder letter from the Tesla Board urging shareholders to vote FOR the re-election of all three Class I Directors—Elon Musk (CEO), Robyn Denholm (Board Chair), and JB Straubel (Director)—along with all other proposals on the ballot. The Board emphasizes its role in overseeing transformational growth initiatives includin...

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SEC filingSEC filing

TSLA 10-Q filed 2026-10-22 | Key takeaways

TSLA filed its 10-Q; the most relevant disclosure change is added Credit facilities: In September 2026 Tesla entered into three new senior unsecured credit agreements providing aggregate commitments of $30.0 billion: a $20.0B delayed draw Term Loan Facility (maturing September 2029) and $10.0B Revolving Facilities (a 5-year $8.0B facility matu. Customer concentration: Unnamed customer (over 10% of accounts receivable) represented over 10% of accounts_receivable.

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EarningsOfficial company source

Tesla Q3 2026 update: $28.0B revenue (flat YoY), $0.7B GAAP operating income, $1.5B free cash flow; capex run-rate tracking below prior $25B+ FY 2026 guide

Capital expenditures (FY 2026) was maintained. Tesla's actual Q3 2026 results are being assessed against prior full-year 2026 guidance rather than a quarterly guide, as no formal Q3 2026 guidance was issued. On the only formally guided full-year 2026 metric with a numeric target, capex of in excess of $25 billion, the run-rate is tracking below that prior guide: 2026 capex through Q3 totals $13.0B ($2.5B + $5.8B + $4.7B), implying a Q4 2026 need of approximately $12B to hit $25B, an unlikely outcome versus the Q...

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Investor eventInvestor relations

Tesla reports Q3 2026 production of 464,391 vehicles, deliveries of 486,532 vehicles, and 13.7 GWh of storage

Tesla published Q3 2026 operational results showing 464,391 vehicles produced and 486,532 vehicles delivered, along with 13.7 GWh of energy storage deployments; the release contains no financial actuals and no update to the prior full-year 2026 capital expenditure (in excess of $25 billion) or product-timing guidance, so no beat/cut determination can be made against the prior annual guide. Tesla stated the Q3 2026 financial results will be announced after market close on October 21, 2026, followed by a Q&A webca...

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Company updateOfficial company source

Tesla enters $30.0B of senior unsecured credit facilities (Term Loan Facility + Five-Year Revolving Facility + 364-Day Revolving Facility); terminates prior $5.0B revolver

On September 29, 2026, Tesla entered into (i) a $20.0 billion senior unsecured three-year delayed draw term loan facility with Citibank, N.A. as administrative agent, (ii) an $8.0 billion senior unsecured five-year revolving facility with Wells Fargo Bank, N.A. as administrative agent, and (iii) a $2.0 billion senior unsecured 364-day revolving credit facility with Wells Fargo Bank, N.A. as administrative agent, for total new commitments of $30.0 billion. Tesla also has an option to increase revolving commitment...

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SEC filingSEC filing

TSLA 10-Q filed 2026-07-23 | Key takeaways

TSLA filed its 10-Q; the most relevant disclosure change is added Acquisition (Note 3): New Note 3 discloses that in Q2 2026 Tesla acquired an AI hardware company in an asset acquisition for $1.95 billion in Tesla common stock and equity awards, with $1.73 billion subject to service/performance milestones and $222 million allocated to a patent an.

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Company newsOfficial company source

Tesla reports Q2 2026 vehicle production of 451,758 and deliveries of 480,126 ahead of July 22, 2026 earnings release

Tesla filed an 8-K under Item 2.02 attaching its Q2 2026 production, deliveries, and energy storage deployment press release. The filing does not disclose revenue, earnings, cash flow, or any other financial results; Tesla stated those will be released with Q2 earnings after market close on Wednesday, July 22, 2026. Q2 2026 total deliveries of 480,126 vehicles and total production of 451,758 vehicles were disclosed, along with 13.5 GWh of energy storage deployments.

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