Tesla, Inc. Energy generation and storage segment — Inventory increased by 31.0% to $3.55B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 65.8%, from $2.14B to $3.55B. Over 2 years (FY 2023 to FY 2025), Energy generation and storage segment — Inventory shows an upward trend with a 7.3% CAGR.
High inventory relative to sales may indicate overproduction or logistics bottlenecks, while low inventory could signal supply shortages.
The value of raw materials, work-in-progress components, and finished energy products (like Megapacks) held by the compa...
Comparable to inventory turnover ratios at other hardware manufacturers and renewable energy firms.
tsla_segment_energy_generation_and_storage_segment_inventory| Q4 '21 | 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 | $779.00M | $1.84B | $1.84B | $2.21B | $2.32B | $2.49B | $2.45B | $2.00B | $2.26B | $2.03B | $2.14B | $2.45B | $2.90B | $2.71B | $3.55B |
| QoQ Change | — | +136.6% | -0.3% | +20.2% | +5.2% | +7.1% | -1.6% | -18.1% | +13.0% | -10.4% | +5.7% | +14.1% | +18.4% | -6.3% | +31.0% |
| YoY Change | — | +136.6% | — | — | — | +34.9% | +33.2% | -9.3% | -2.5% | -18.4% | -12.3% | +22.1% | +27.9% | +33.8% | +65.8% |