Tesla, Inc. TSLA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Product | ||||||
| Automotive leasing | $381M-14.8% | $401M-10.3% | $429M-3.8% | $435M-5.0% | $447M-6.1% | |
| Automotive regulatory credits | $380M-36.1% | $542M-21.7% | $417M-43.6% | $439M-50.7% | $595M+34.6% | |
| Automotive sales | $15.47B+19.7% | $16.75B-10.2% | $20.36B+8.1% | $15.79B-14.8% | $12.93B-21.5% | |
| Energy generation and storage leasing | $103M-5.5% | $115M+1.8% | $134M-9.5% | $143M-3.4% | $109M-3.5% | |
| Energy generation and storage sales | $2.31B-12.1% | $3.72B+26.3% | $3.28B+47.3% | $2.65B-7.7% | $2.62B+72.2% | |
| Services and other | $3.75B+42.0% | $3.37B+18.4% | $3.48B+24.6% | $3.05B+16.8% | $2.64B+15.3% | |
| Total cost of revenues by Product | ||||||
| Automotive leasing | $196M-18.0% | $206M-14.9% | $225M-8.9% | $228M-6.9% | $239M-11.2% | |
| Automotive sales | $12.62B+10.1% | $13.87B-14.7% | $17.37B+10.3% | $13.57B-15.0% | $11.46B-17.5% | |
| Unbilled transaction price allocated to performance obligations, expected of more than one year by Product | ||||||
| Automotive regulatory credits | $303M-93.4% | $841M-82.0% | $3.27B-30.7% | $3.47B-29.2% | $4.58B— | |
| Automotive sales | $941M+20.6% | $904M+7.6% | $880M+7.2% | $831M-11.6% | $780M-8.0% | |
| Revenue by Geography | ||||||
| CHINA | $4.18B-2.8% | $6.7B+10.7% | $5.65B-0.2% | $4.31B-7.1% | $4.3B-6.3% | |
| Other international | $7.53B+60.2% | $7.31B-2.9% | $7.84B+13.1% | $6.38B-16.1% | $4.7B-32.4% | |
| United States | $10.68B+3.3% | $10.89B-10.2% | $14.6B+16.0% | $11.81B-10.9% | $10.33B+5.8% | |
| Long-Lived Assets by Geography | ||||||
| Germany | $4.75B+6.3% | $4.78B+14.4% | $4.77B+7.2% | $4.8B+13.6% | $4.47B+5.7% | |
| United States | $38.36B+15.4% | $35.85B+10.4% | $34.8B+7.5% | $34.1B+15.0% | $33.23B+17.5% |
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.
