Tesla, Inc. Change in Operating Lease Vehicles increased by 107.8% to $11.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric declined by 66.7%, from $33.00M to $11.00M. Over 3 years (FY 2021 to FY 2024), Change in Operating Lease Vehicles shows an upward trend with a -34.6% CAGR.
An increase suggests the company is expanding its internal leasing portfolio, which consumes cash upfront but builds a stream of recurring revenue; a decrease suggests a shrinking lease fleet or higher disposals.
Represents the net change in the book value of a company's fleet of vehicles leased to customers under operating lease a...
Common in automotive and heavy equipment companies like Ford or GM that maintain captive finance or leasing arms.
cf_tsla_change_in_operating_lease_vehicles| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.34B | $610.00M | -$3.64B | $462.00M | $333.00M | $341.00M | $434.00M | $675.00M | $712.00M | $471.00M | $94.00M | $12.00M | $37.00M | $33.00M | $508.00M | $76.00M | -$141.00M | $11.00M |
| QoQ Change | — | -54.5% | -696.7% | +112.7% | -27.9% | +2.4% | +27.3% | +55.5% | +5.5% | -33.8% | -80.0% | -87.2% | +208.3% | -10.8% | >999% | -85.0% | -285.5% | +107.8% |
| YoY Change | — | — | — | — | -75.2% | -44.1% | +111.9% | +46.1% | +113.8% | +38.1% | -78.3% | -98.2% | -94.8% | -93.0% | +440.4% | +533.3% | -481.1% | -66.7% |
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