Tesla, Inc. Automotive Revenues — Total cost of revenues decreased by 9.0% to $12.81B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 9.5%, from $11.70B to $12.81B. Over 3 years (FY 2021 to FY 2025), Automotive Revenues — Total cost of revenues shows an upward trend with a 19.6% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase relative to revenue suggests rising input costs or manufacturing inefficiencies, while a decrease signals improved operational scale and supply chain optimization.
This represents the direct expenses associated with manufacturing and delivering vehicles, including raw materials, labo...
Comparable to 'Cost of Goods Sold' (COGS) for the automotive segments of global manufacturers like Volkswagen or Toyota.
tsla_segment_automotive_revenues_total_cost_of_revenues| Q2 '21 | Q3 '21 | Q4 '21 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $8.35B | $8.35B | $8.35B | $13.48B | $15.79B | $15.76B | $17.18B | $15.96B | $17.50B | $14.17B | $16.21B | $15.99B | $16.51B | $11.70B | $13.80B | $17.59B | $14.08B | $12.81B |
| QoQ Change | — | +0.0% | +0.0% | +61.5% | +17.1% | -0.2% | +9.0% | -7.1% | +9.7% | -19.0% | +14.4% | -1.3% | +3.3% | -29.1% | +17.9% | +27.5% | -20.0% | -9.0% |
| YoY Change | — | — | — | +61.5% | +89.1% | — | — | +18.4% | +10.9% | -10.1% | -5.7% | +0.2% | -5.6% | -17.4% | -14.9% | +10.0% | -14.7% | +9.5% |