For the quarter ended December 2025, Tesla (TSLA Quick QuoteTSLA - Free Report) reported revenue of $24.9 billion, down 3.1% over the same period last year. EPS came in at $0.50, compared to $0.73 in the year-ago quarter.

The reported revenue represents a surprise of -0.94% over the Zacks Consensus Estimate of $25.14 billion. With the consensus EPS estimate being $0.46, the EPS surprise was +8.7%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Tesla performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total vehicle deliveries: 418,227 compared to the 439,293 average estimate based on seven analysts.
• Model 3/Y deliveries: 406,585 compared to the 413,581 average estimate based on six analysts.
• Other models deliveries: 11,642 versus the six-analyst average estimate of 12,202.
• Total Leased Units: 10,996 versus 16,510 estimated by two analysts on average.
• Storage deployed: 14,200.00 MWh versus 13,379.77 MWh estimated by two analysts on average.
• Revenues- Energy generation and storage: $3.84 billion versus $3.66 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +25.4% change.
• Revenues- Services and other: $3.37 billion versus the nine-analyst average estimate of $3.48 billion. The reported number represents a year-over-year change of +18.4%.
• Revenues- Automotive sales: $16.75 billion versus the nine-analyst average estimate of $17.97 billion. The reported number represents a year-over-year change of -10.2%.
• Revenues- Automotive regulatory credits: $542 million compared to the $397.59 million average estimate based on six analysts. The reported number represents a change of -21.7% year over year.
• Total Automotive Revenue: $17.69 billion versus $17.6 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -10.6% change.
• Revenues- Automotive leasing: $401 million versus the five-analyst average estimate of $386.73 million. The reported number represents a year-over-year change of -10.3%.
• Gross profit- Total Automotive: $3.61 billion compared to the $2.93 billion average estimate based on seven analysts.

View all Key Company Metrics for Tesla here>>>

Shares of Tesla have returned -5.2% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.