Tesla delivered 486,532 vehicles in Q3 2026, and its Q2 revenue rose 26% to $28,236 million. But income from operations fell 57% to $398 million, the GAAP operating margin was just 1.4%, and free cash flow was negative $1,092 million as capital spending surged. The article highlights software momentum: active FSD subscriptions reached 1.48 million in Q2, up 56% year over year, and Services and other revenue grew 50%. Robotaxi service, Cybercab production and Optimus robot lines are advancing, and storage deployments rose to 13.7 GWh in Q3. At 218.80 times forward earnings, the article notes, the share price already assumes robotaxis and Optimus become major profit engines.
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