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Tesla10-Q: Inflation impact

Automotive gross margin compressed in Q2 as cost of revenue increased by $3.3B (24%).

What happened

Tesla's core automotive gross margin declined from 17.2% to 16.9% year-over-year, driven by a 24% increase in cost of sales.

Source

SEC EDGARJul 22, 2026

Quarterly report (Form 10-Q)

Tesla 10-Q

Filing excerpt

Gross margin for total automotive decreased from 17.2% to 16.9% in the three months ended June 30, 2026 as compared to the three months ended June 30, 2025.

sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Inflation impact

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 22, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$3.3B (Increase in cost of automotive sales revenue in Q2 2026 vs Q2 2025)
Percent
24% (YoY increase in cost of automotive sales revenue for Q2 2026)

Details

CIK
1318605
Accession number
0001628280-26-049270
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Efficiency tools needed
Signal category
Operations

Topics and mentions

Technologies

  • AI
  • compute infrastructure
  • data centers
  • bitcoin
  • proprietary battery cells

Vendors

  • SpaceX

Regions named

  • China
  • California

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Jul 28, 2026
signal_type
sec-10q
signal_subtype
inflationImpact

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1923a0d0-b46b-40d9-9f3c-f821f84baba6 returns this record as JSON. POST /v1/companies/enrich returns every signal for tesla.com.

{
  "signal_id": "1923a0d0-b46b-40d9-9f3c-f821f84baba6",
  "signal_type": "sec-10q",
  "signal_subtype": "inflationImpact",
  "detected_at": "2026-07-28T07:04:23.603+00:00",
  "company": {
    "name": "Tesla",
    "domain": "tesla.com"
  },
  "data": {
    "detail": "Tesla's core automotive gross margin declined from 17.2% to 16.9% year-over-year, driven by a 24% increase in cost of sales. This profitability pressure creates an urgent need for solutions that can improve manufacturing efficiency, reduce cost of goods sold, and optimize supply chain operations.",
    "metrics": {
      "pct": 0.24,
      "timeframe": "current_quarter",
      "pct_context": "YoY increase in cost of automotive sales revenue for Q2 2026",
      "dollar_context": "Increase in cost of automotive sales revenue in Q2 2026 vs Q2 2025",
      "dollar_millions": 3300
    },
    "summary": "Automotive gross margin compressed in Q2 as cost of revenue increased by $3.3B (24%).",
    "excerpts": "Gross margin for total automotive decreased from 17.2% to 16.9% in the three months ended June 30, 2026 as compared to the three months ended June 30, 2025.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026049270/tsla-20260630.htm",
    "filing_date": "2026-07-22",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "China",
      "California"
    ],
    "vendors_mentioned": [
      "SpaceX"
    ],
    "technologies_mentioned": [
      "AI",
      "compute infrastructure",
      "data centers",
      "bitcoin",
      "proprietary battery cells"
    ]
  }
}

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