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At close · Wed, Jul 29, 2026
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HomeEarningsPreviewsTesla shares slide after margins fall and free cash fl…

Tesla shares slide after margins fall and free cash flow turns negative

Tesla’s operating margin reportedly dropped more than 60% year over year, and free cash flow turned negative after the latest earnings release.

Tesla Inc. shares fell about 30% in less than a month following the company’s latest earnings report, as investors grappled with record revenue alongside sharply weaker profitability, according to MarketBeat Ratings.

The outlet said operating margin collapsed more than 60% versus a year earlier, free cash flow turned negative, and earnings per share missed expectations as capital spending surged.

MarketBeat Ratings added that a one time gain tied to Tesla’s stake in SpaceX boosted reported net income, and that without that gain, plus fading regulatory credit income, underlying profitability looks much smaller.

On the bullish side, the outlet pointed to CEO Elon Musk acknowledging overlap between Tesla and SpaceX, including shared chip ambitions, while he did not confirm formal merger discussions, leaving merger speculation to drive debate among investors.

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