Tesla (TSLA Quick QuoteTSLA - Free Report) reported $28.05 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 0.2%. EPS of $0.48 for the same period compares to $0.50 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $27.78 billion, representing a surprise of +0.96%. The company delivered an EPS surprise of +6.67%, with the consensus EPS estimate being $0.45.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: 486,532 compared to the 472,269 average estimate based on five analysts.
• Other models deliveries: 8,295 compared to the 6,608 average estimate based on four analysts.
• Model 3/Y deliveries: 478,237 versus the four-analyst average estimate of 467,310.
• Storage deployed: 13,700.00 MWh compared to the 15,084.38 MWh average estimate based on two analysts.
• Total Leased Units: 6,911 versus 11,258 estimated by two analysts on average.
• Revenues- Automotive sales: $20.09 billion versus $19.79 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a -1.3% change.
• Revenues- Energy generation and storage: $2.88 billion compared to the $3.79 billion average estimate based on eight analysts. The reported number represents a change of -15.6% year over year.
• Revenues- Services and other: $4.61 billion versus $4.37 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +32.5% change.
• Revenues- Automotive regulatory credits: $113 million compared to the $235.4 million average estimate based on six analysts. The reported number represents a change of -72.9% year over year.
• Revenues- Automotive leasing: $353 million versus $338.99 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -17.7% change.
• Total Automotive Revenue: $20.56 billion versus the five-analyst average estimate of $18.9 billion. The reported number represents a year-over-year change of -3%.
• Gross profit- Total Automotive: $3.81 billion versus the seven-analyst average estimate of $3.42 billion.

View all Key Company Metrics for Tesla here>>>

Shares of Tesla have returned -1.4% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.