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SpaceX reports Q3 results Tuesday; Tesla reports the next day

📍 Teslarati October 19, 2026 at 04:34 AM

SpaceX will report third-quarter results Tuesday after the market closes, with a webcast at 4:30 p.m. ET on X; Tesla reports the following day. Bloomberg consensus, cited by Pepperstone, expects revenue of $12.89 billion, adjusted EBITDA of $6.62 billion and adjusted EPS near $0.15, about 65% growth from the second quarter and SpaceX's first profitable quarter since its IPO. Analysts estimate roughly $6.4 billion from AI and $4.9 billion from Starlink, with capital spending of $19.6 billion and free cash flow near negative $11.6 billion.…

Consensus: $12.89 billion revenue and adjusted EPS near $0.15.
Barclays: Musk would hold about 37% of the combined company in a merger scenario.
Starlink: 12 million subscribers in Q2; projection of 14.3 million.

🔎 Why it matters: If a merger happens, Tuesday's result would effectively set the price Tesla holders would receive, according to the source's analysis. Barclays says an announcement would need to come by late October or early November to be voted on at Tesla's December 6 annual meeting. There is

📈 Upside: A strong quarter with calmer capital spending would make an eventual share exchange for SpaceX stock easier to sell.

📉 Risk: Another round of heavy capital spending with a falling stock would make that exchange harder, with estimated free cash flow near negative $11.6 billion.

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SpaceX reports Q3 results Tuesday; Tesla reports the next day

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