Tesla's energy lines made 17% of its third-quarter gross profit on 10% of revenue. The 10-Q moved the capex floor from $25 billion to $20 billion.
Tesla's Q3 2026 filings, the 8-K of 21 October and the 10-Q of 22 October: energy gross profit of $954 million on $2,881 million of revenue, $10.73 billion of energy performance obligations, a 2026 capex outlook now 'in excess of $20 billion' after 'in excess of $25 billion' in July, a $475 million reversal of regulatory-credit revenue, free cash flow of $1.53 billion, $30 billion of undrawn facilities and a board committee on SpaceX. Ten lines read back against the second-quarter filings, each with its accession.