Tesla (TSLA) Q3 2026 earnings preview: flat revenue, falling profits

Tesla’s proxy for its 2026 annual meeting, filed today, confirms that one of its supposedly independent directors now sits on SpaceX’s board. Ira Ehrenpreis, who chairs both Tesla’s compensation committee and its governance committee, joined SpaceX’s board in February. That’s one of several details in the filing that line up with a Tesla-SpaceX merger. There’s a three-item ballot, an auto-voting program that kicks in for the next vote, and Musk pay terms that pay out on a deal price alone.

Tesla (TSLA) delivered 486,532 vehicles in the third quarter of 2026, down 2.1% from the record 497,099 it delivered in the same quarter last year. That’s still about 25,000 more than Wall Street expected, with the consensus at 461,974 deliveries. Tesla also delivered about 22,000 more vehicles than it built.

Tesla (TSLA) got the SEC’s blessing today to let retail shareholders sign up for a standing instruction that automatically votes their shares the way Tesla’s board recommends, at every meeting, until they cancel it. The timing is hard to ignore. Tesla still hasn’t scheduled its 2026 annual meeting, and Elon Musk keeps teasing a SpaceX merger that could hand him a big chunk of his $1 trillion pay package without hitting a single operational goal.

Wall Street can’t agree on how many cars Tesla (TSLA) sold in Q3 2026. Estimates from major banks range from 421,758 to 482,000 deliveries ahead of Friday’s report. That’s a 60,000-unit spread. And after the Street missed Tesla’s Q2 deliveries by 74,000 units, nobody has much credibility on this one.

With plans to jump from four cars on offer to six, Acura is hoping to break into higher-volume segments and increase its overall sales.

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