Automotive earnings: latest results compared
The latest quarter from Tesla, Ford, General Motors, Rivian, Lucid and Carvana, side by side. Revenue is as reported; growth and operating margin are calculated from XBRL filings once the 10-Q or 10-K is in.
| Latest quarter | Revenue | Growth vs year ago | Operating margin | Reported |
|---|---|---|---|---|
 Tesla Q3 2026 | $28.0B | −0.2% | 2.6% | 21 Oct 2026 |
 Ford Q3 2026 | $49.5B | −2.0% | 2.9% | 28 Oct 2026 |
 General Motors Q3 2026 | $50.0B | +2.9% | 7.2% | 20 Oct 2026 |
 Rivian Q3 2026 | $2.2B | +38.3% | -40.9% | 29 Oct 2026 |
 Lucid Q3 2026 | $350.3M | +4.1% | -244.8% | 9 Nov 2026 |
 Carvana Q3 2026 | $8.0B | +42.4% | 8.9% | 28 Oct 2026 |
What each company reported
- 9 Nov 2026Lucid Q3 2026 · Lucid reported third quarter revenue of $350 million, up 4% year over-year, with free cash flow consumption declining by 30% sequentially to $1.04 billion and…Summary
- 29 Oct 2026Rivian Q3 2026 · Rivian generated $2.155 billion in revenue, a 38 percent increase year-over-year, with deliveries up 46 percent and a net loss attributable to common…Transcript · Slides
- 28 Oct 2026Ford Q3 2026 · Third-quarter revenue of $49.5 billion; net income of $2 billion; adjusted EBIT of $2.7 billionTranscript · Slides
- 28 Oct 2026Carvana Q3 2026 · Carvana reported record Q3 2026 revenue of $8.040 billion, an increase of 42%, with net income of $483 million, an increase of $220 million, and Adjusted…Summary
- 21 Oct 2026Tesla Q3 2026 · Tesla's Q3 2026 total quarterly revenue was roughly flat YoY at $28.0B, with $0.7B GAAP operating income, $0.8B GAAP net income and $1.7B non-GAAP net income.Transcript
- 20 Oct 2026General Motors Q3 2026 · GM reported third-quarter 2026 revenue of $50.0 billion, net income attributable to stockholders of $3.3 billion, and EBIT-adjusted of $4.1 billion.Transcript
Every quarter and KPI history
Tesla (TSLA)Ford (F)General Motors (GM)Rivian (RIVN)Lucid (LCID)Carvana (CVNA)