Business Segments · Inventory

Automotive — Inventory

Tesla, Inc. Automotive — Inventory increased by 12.4% to $10.88B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.9%, from $11.56B to $10.88B. Over 2 years (FY 2023 to FY 2025), Automotive — Inventory shows relatively stable performance with a -4.9% CAGR.

Analysis

StatementSegment
CategoryLiquidity
SignalTarget range
VolatilityVolatile
First reportedQ4 2021
Last reportedQ1 2026Apr 23, 2026
Rolls up toInventories

How to read this metric

Rising inventory relative to sales may signal slowing demand or logistics issues, while very low inventory could indicate production constraints or high demand.

Detailed definition

The value of raw materials, work-in-process vehicles, and finished goods currently held by the automotive segment. This...

Peer comparison

Automakers aim for 'days of supply' metrics to compare inventory health against industry averages and historical norms.

Metric ID: tsla_segment_automotive_inventory

Historical Data

15 periods
 Q4 '21Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$4.98B$11.00B$12.54B$12.15B$11.40B$11.14B$13.59B$12.19B$12.27B$9.99B$11.56B$12.12B$9.38B$9.68B$10.88B
QoQ Change+120.9%+14.0%-3.1%-6.2%-2.3%+22.0%-10.3%+0.6%-18.6%+15.8%+4.9%-22.6%+3.2%+12.4%
YoY Change+120.9%+1.3%+8.4%+0.4%+7.6%-10.3%-14.9%-0.6%-23.5%-3.1%-5.9%
Range$4.98B$13.59B
CAGR+25.0%
Avg YoY Growth+7.3%
Median YoY Growth-0.6%
Current Streak2 quarters growth

Frequently Asked Questions

What is Tesla, Inc.'s automotive — inventory?
Tesla, Inc. (TSLA) reported automotive — inventory of $10.88B in Q1 2026.
How has Tesla, Inc.'s automotive — inventory changed year-over-year?
Tesla, Inc.'s automotive — inventory decreased by 5.9% year-over-year, from $11.56B to $10.88B.
What is the long-term trend for Tesla, Inc.'s automotive — inventory?
Over 2 years (2023 to 2025), Tesla, Inc.'s automotive — inventory has grown at a -4.9% compound annual growth rate (CAGR), from $47.22B to $42.75B.
What does automotive — inventory mean?
The value of cars and parts currently in stock that haven't been sold yet.