Quick Read – Tesla (TSLA) posted record 480,126 deliveries but operating income collapsed 56%, while BYDDF stock fell just 2% YTD versus TSLA’s 30% decline. – Musk is betting over $25 billion in CapEx on Robotaxi and Optimus scaling before Tesla’s 1.4% operating margin…
teriorates further. – With Tesla trading at a forward P/E of 159 and negative free cash flow, BYD offers real global volume growth at a far lower valuation. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn’t make the cut. Grab the names FREE today
Tesla (NASDAQ:TSLA) just delivered a messy but strategically loud Q2 2026 report, while BYD (OTC:BYDDF) continues to sell more electrified vehicles than anyone on the planet from its Shenzhen base. Both are chasing global EV leadership, but one is now a software and robotics story with cars attached, and the other remains a ruthless hardware and battery manufacturer. Record Deliveries for Tesla, Quiet Dominance for BYD Tesla posted revenue of $28.24 billion, up 25.52% year over year, on record deliveries of 480,126 vehicles.
EPS came in at $0.33, missing consensus by 38.51%. Operating income collapsed 56.88% to $398 million, and free cash flow flipped to negative $1.09 billion as CapEx more than doubled. BYD does not report on a US quarterly cadence and detailed post-earnings financials were not available in our dataset for BYDDF, so a like-for-like income statement comparison is not possible here.