Tesla, Inc. shares experienced a significant surge in Wednesday’s extended trading after the company released its fourth-quarter earnings report, surpassing estimates on both the top and bottom lines.
Key Figures from the Quarter
The following are the key highlights from the quarter:
- Quarterly earnings of $0.50 per share, beating the consensus estimate of $0.45 by 12.36%
- Quarterly revenue of $24.9 billion, exceeding the analyst consensus estimate of $24.78 billion
- Fourth-quarter deliveries of 418,227 units, down 16% year-over-year
Fourth Quarter and Fiscal Year 2025 Highlights
The company reported the following highlights for the fourth quarter and fiscal year 2025:
- $5.9 billion non-GAAP net income in 2025; $1.8 billion in the fourth quarter
- Cash Operating cash flow of $14.7 billion in 2025; $3.8 billion in the fourth quarter
- Free cash flow of $6.2 billion in 2025; $1.4 billion in the fourth quarter
- $7.5 billion increase in cash and investments in 2025 to $44.1 billion
Future Plans and Developments
Preparations are underway in North America for the production ramps of Tesla Semi and CyberCab, both set to commence in the first half of 2026. The company also plans to unveil the Gen 3 version of Optimus in the first quarter of this year.
Company Statement
According to the company’s statement, “2025 marked a critical year for Tesla as we further expanded our mission and continued our transition from a hardware-centric business to a physical AI company. We laid the foundation for the future of Tesla as we further advanced FSD (Supervised)4, launched our Robotaxi service, began installing production lines for Cybercab and fine-tuned our production-primed Optimus design while expanding our AI training infrastructure.”
TSLA Stock Price
Tesla stock rose 3.13% to $444.96 in Wednesday’s extended trading, according to data.