"Tesla's profit per share is expected to fall about 25% year over year to around $0.53-$0.55, even as revenue rises from 4% to 6%, as noted in a report from Market Pulse. Analysts noted that Tesla's record quarter was partly fueled by buyers rushing to complete purchases before the U.S. federal EV tax credit expired in September, a surge that could dampen Q4 demand. The company also dipped into its inventory to reach the record delivery number."
"Analysts expect automotive gross margin (excluding regulatory credits) to land between a conservative 16.5% and 17%. This suggests that a good portion of Tesla's Q3 delivery growth came from aggressive price cuts. If margins fall below 16.5%, it could hint at more cost pressures that the company would have to handle in the coming months. Tesla's Energy segment, meanwhile, is expected to act as a stabilizer. The business deployed 12.5 GWh of storage in Q3, driven by strong demand from AI data centers."
Tesla delivered a record 497,099 vehicles in Q3 2025 and recorded its highest-ever energy storage sales, deploying 12.5 GWh of storage. Profit per share is expected to decline roughly 25% year over year to about $0.53–$0.55, while revenue is forecast to rise 4%–6%. The delivery surge was partly driven by buyers rushing to qualify for the expiring U.S. federal EV tax credit and by inventory draws. Automotive gross margin (excluding regulatory credits) is estimated at 16.5%–17%, implying heavy price cuts; margins below 16.5% would indicate increasing cost pressure. Energy demand from AI data centers strengthened high-margin results and may cushion weaker vehicle margins.
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