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Q3 20258-KItem 2.02

Q3 2025 Earnings — Results of Operations

Filed October 2, 2025

AI Summary

Record quarter: Tesla delivered over 497,000 vehicles and deployed 12.5 GWh of energy storage in Q3 2025, with the Model 3/Y lineup driving the bulk of volume at ~481,000 deliveries. Full financial results drop October 22, but the delivery beat signals strong demand momentum heading into year-end — though the company cautions that pricing, costs, and FX will ultimately shape the bottom line.

Filing Items

Item 2.02Results of Operations

The company is reporting its quarterly or annual financial results. This is the filing that accompanies an earnings call.

Item 9.01Financial Statements

Financial statements and exhibits are attached to this filing. Usually accompanies other items rather than standing alone.

No product milestones were identified in this filing. It may contain financial results, routine disclosures, or operational updates that don't represent specific product execution events.

Tesla Q3 2025 Earnings Filing | AlphaPerch