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TSLAEarnings2026-07-22

The speaker reported a sequential decline in automotive margins excluding regulatory credits and referenced prior-quarter one-time items.

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Viva Teneza · Tesla · Tesla Q2 2026 Financial Results and Q&A Webcast

Automotive automotive margins excluding regulatory credits declined sequentially from 19.2% to 16.3%. As a reminder, we had highlighted in Q1 that we had a 230 million benefit from warranty trowns and some tariff relief which did not repeat in Q2.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

regulatory credits
Emissions-related credits an automaker can sell to other manufacturers, which flow into reported revenue and margin.
warranty true-up
An accounting adjustment that revises previously booked estimates of future warranty repair costs.
sequentially
Compared with the immediately preceding quarter rather than the same quarter a year earlier.

Educational summary of a public statement. Not investment advice.