Tesla Sets July 22 Earnings Call After Record Quarter

AUSTIN, Texas — Tesla has set its second-quarter 2026 earnings call for Wednesday, July 22, and the company heads into the report with momentum on its side. Tesla delivered 480,126 vehicles in the quarter and deployed 13.5 GWh of energy storage, results that blew past Wall Street expectations and put an emphatic end to a two-year streak of annual sales declines.

The delivery figure is the headline. Analysts had modeled a conservative consensus near 406,000 units, with even bullish estimates capping around 420,000. Tesla's final number cleared the baseline by roughly 74,000 vehicles, a 25% jump from the same quarter last year and a 34% leap over the first quarter of 2026. It ranks among the strongest quarters in company history and signals that refreshed models and sharper demand levers are resonating in a more crowded EV market, building on Tesla's commanding share of U.S. EV sales.

Energy Business Keeps Climbing

Tesla's energy arm continues to be a quiet growth engine. The company deployed 13.5 GWh of storage in the quarter, up sharply from 9.6 GWh a year earlier and slightly ahead of analyst expectations near 13.3 GWh. It is the latest sign that Megapack and Powerwall demand is scaling into a business that increasingly matters to the bottom line, a trend reinforced by Tesla's recent multibillion-dollar Megapack order book.

What To Watch On July 22

The webcast begins at 5:30 p.m. EDT, after market close, with financial results posting first and a live question-and-answer session to follow. Investors will be listening for automotive margins alongside the record volumes, plus fresh detail on Cybercab production, the pace of robotaxi and FSD expansion, and the North American arrival of the six-seat Model Y L. Tesla's official production and delivery release already set an optimistic tone.

After a challenging first quarter, the Q2 rebound reframes the narrative around Tesla's trajectory. Record deliveries, a surging energy business and a packed product roadmap give the company a strong hand heading into the call, and July 22 should offer the clearest look yet at how those gains are translating into profit.