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Tesla lifts 2026 capex, flags cash shortfall.

4/25/2026

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Story summary
  • Tesla raised its 2026 capital-expenditure guidance to over $25 billion, about $5 billion above the prior outlook.
  • CFO Vaibhav Taneja warned that Tesla expects negative free-cash flow for the rest of the year.
  • Tesla posted Q1 revenue of $22.39 billion and non-GAAP EPS of $0.41, beating the $0.37 estimate.
  • Tesla produced 408,386 vehicles and delivered 358,023, with deliveries missing analyst forecasts.