Tesla, Inc. TSLA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Product | ||||||
| Automotive leasing | $381M-5.0% | $401M-6.5% | $429M-1.4% | $435M-2.7% | $447M0.0% | |
| Automotive regulatory credits | $380M-29.9% | $542M+30.0% | $417M-5.0% | $439M-26.2% | $595M-14.0% | |
| Automotive sales | $15.47B-7.6% | $16.75B-17.7% | $20.36B+29.0% | $15.79B+22.1% | $12.93B-30.7% | |
| Energy generation and storage leasing | $103M-10.4% | $115M-14.2% | $134M-6.3% | $143M+31.2% | $109M-3.5% | |
| Energy generation and storage sales | $2.31B-38.1% | $3.72B+13.4% | $3.28B+24.0% | $2.65B+1.0% | $2.62B-11.1% | |
| Services and other | $3.75B+11.1% | $3.37B-3.0% | $3.48B+14.1% | $3.05B+15.5% | $2.64B-7.4% | |
| Total cost of revenues by Product | ||||||
| Automotive leasing | $196M-4.9% | $206M-8.4% | $225M-1.3% | $228M-4.6% | $239M-1.2% | |
| Automotive sales | $12.62B-9.1% | $13.87B-20.1% | $17.37B+28.0% | $13.57B+18.4% | $11.46B-29.5% | |
| Unbilled transaction price allocated to performance obligations, expected of more than one year by Product | ||||||
| Automotive regulatory credits | $303M-64.0% | $841M-74.3% | $3.27B-5.8% | $3.47B-24.2% | $4.58B-2.1% | |
| Automotive sales | $941M+4.1% | $904M+2.7% | $880M+5.9% | $831M+6.5% | $780M-7.1% | |
| Revenue by Geography | ||||||
| CHINA | $4.18B-37.6% | $6.7B+18.5% | $5.65B+31.3% | $4.31B0.0% | $4.3B-28.9% | |
| Other international | $7.53B+2.9% | $7.31B-6.8% | $7.84B+22.9% | $6.38B+35.8% | $4.7B-37.6% | |
| United States | $10.68B-1.9% | $10.89B-25.4% | $14.6B+23.6% | $11.81B+14.3% | $10.33B-14.8% | |
| Long-Lived Assets by Geography | ||||||
| Germany | $4.75B-0.5% | $4.78B+0.2% | $4.77B-0.7% | $4.8B+7.5% | $4.47B+7.0% | |
| United States | $38.36B+7.0% | $35.85B+3.0% | $34.8B+2.1% | $34.1B+2.6% | $33.23B+2.4% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Tesla, Inc. break its business down?
- Tesla, Inc. (TSLA) reports revenue by product across 6 parts — Automotive leasing, Automotive regulatory credits, Automotive sales, Energy generation and storage leasing and Energy generation and storage sales. Each is extracted from the segment footnotes and tracked over time.
- Where does Tesla, Inc.'s segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Tesla, Inc.'s SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
