Tesla, Inc. Automotive — Inventory increased by 12.4% to $10.88B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 5.9%, from $11.56B to $10.88B. Over 2 years (FY 2023 to FY 2025), Automotive — Inventory shows relatively stable performance with a -4.9% CAGR.
Rising inventory relative to sales may signal slowing demand or logistics issues, while very low inventory could indicate production constraints or high demand.
The value of raw materials, work-in-process vehicles, and finished goods currently held by the automotive segment. This...
Automakers aim for 'days of supply' metrics to compare inventory health against industry averages and historical norms.
tsla_segment_automotive_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 | $4.98B | $11.00B | $12.54B | $12.15B | $11.40B | $11.14B | $13.59B | $12.19B | $12.27B | $9.99B | $11.56B | $12.12B | $9.38B | $9.68B | $10.88B |
| QoQ Change | — | +120.9% | +14.0% | -3.1% | -6.2% | -2.3% | +22.0% | -10.3% | +0.6% | -18.6% | +15.8% | +4.9% | -22.6% | +3.2% | +12.4% |
| YoY Change | — | +120.9% | — | — | — | +1.3% | +8.4% | +0.4% | +7.6% | -10.3% | -14.9% | -0.6% | -23.5% | -3.1% | -5.9% |