Business Segments · Total cost of revenues

Automotive — Total cost of revenues

Tesla, Inc. Automotive — Total cost of revenues decreased by 5.5% to $16.21B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 13.9%, from $14.24B to $16.21B. Over 3 years (FY 2022 to FY 2025), Automotive — Total cost of revenues shows an upward trend with a 6.5% CAGR. This is a positive signal — lower values indicate better performance for this metric.

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026Apr 23, 2026

How to read this metric

A decrease relative to revenue signals improved manufacturing efficiency or lower input costs, whereas an increase suggests rising material costs or production inefficiencies.

Detailed definition

The direct costs associated with producing and delivering vehicles, including raw materials, direct labor, manufacturing...

Peer comparison

This is equivalent to the Cost of Goods Sold (COGS) for the manufacturing segment, comparable to the industrial margins of traditional OEMs.

Metric ID: tsla_segment_automotive_total_cost_of_revenues

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$14.25B$14.25B$14.25B$14.25B$18.55B$18.55B$18.55B$18.55B$16.37B$18.65B$18.53B$19.24B$14.24B$16.68B$20.70B$17.15B$16.21B
QoQ Change+0.0%+0.0%+0.0%+30.2%+0.0%+0.0%+0.0%-11.8%+13.9%-0.6%+3.8%-26.0%+17.1%+24.1%-17.1%-5.5%
YoY Change+30.2%+30.2%+30.2%+30.2%-11.8%+0.5%-0.1%+3.7%-13.0%-10.6%+11.7%-10.8%+13.9%
Range$14.24B$20.70B
CAGR+3.3%
Avg YoY Growth+8.0%
Median YoY Growth+3.7%
Current Streak2 quarters decline

Frequently Asked Questions

What is Tesla, Inc.'s automotive — total cost of revenues?
Tesla, Inc. (TSLA) reported automotive — total cost of revenues of $16.21B in Q1 2026.
How has Tesla, Inc.'s automotive — total cost of revenues changed year-over-year?
Tesla, Inc.'s automotive — total cost of revenues increased by 13.9% year-over-year, from $14.24B to $16.21B.
What is the long-term trend for Tesla, Inc.'s automotive — total cost of revenues?
Over 3 years (2022 to 2025), Tesla, Inc.'s automotive — total cost of revenues has grown at a 6.5% compound annual growth rate (CAGR), from $56.99B to $68.76B.
What does automotive — total cost of revenues mean?
The direct expenses incurred to build and deliver the vehicles sold.