Skip to content
OpenCapital
Get started

Tesla, Inc. TSLA Automotive Leasing, Direct Vehicle Operating — Lease income

Similar metrics at other companies

Faraday Future Intelligent Electric Inc. logo
FFAIAutomotive leasing - Operating type — Revenue from Contract with Customer, Excluding Assessed Tax
$16K-68.6%
Ford Motor Company logo
FLeasing income — Total revenues (Note 4)
$1.42B+18.6%
STR
STRSLeasing Operations — Lease income
$4.83M+0.1%
The Bancorp logo
TBBKLeasing Income
$1.9M-3.6%
GATX logo
GATXOperating lease income
$484.4M+46.4%
The Greenbrier Companies logo
GBXLeasing And Management Services — Operating Lease Lease Income
$34.3M-3.4%

Other financials

Income statement

See full
Revenue$22.4B+15.8%
Gross profit$4.7B+49.7%
Operating income$941.0M+136%
Net income$477.0M+16.6%
EPS (diluted)$0.13+8.3%

Balance sheet

See full
Cash & equivalents$16.6B+1.5%
Total debt$1.2B-86.2%
Total equity$84.1B+12.7%
Total assets$143.72B+14.9%

Cash flow

See full
Operating cash flow$3.9B+82.6%
CapEx$2.5B+67.1%
Free cash flow$1.4B+117%

Valuation

See full
Market cap$1.53T+61.3%
Enterprise value$1.51T+60.9%
P/E395.4×+234×
P/S15.6×+5.4×

Profitability

See full
Gross margin19.1%+1.4pp
Operating margin5%-1.6pp
Net margin3.9%-2.4pp
FCF margin7.2%+0.1pp

Returns & leverage

See full
Return on equity4.9%-3.9pp
Debt / equity0×-0.1×
Current ratio2×0.0×

Where this comes from

Reported directly by Tesla, Inc. in its filing.

Tagged under the XBRL concept us-gaap:OperatingLeaseLeaseIncome.

The official record: Tesla, Inc.’s 10-K, filed January 29, 2026, on SEC EDGAR. View the filing →

Ask your AI about Tesla, Inc.'s automotive leasing, direct vehicle operating — lease income.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Tesla, Inc.'s automotive leasing, direct vehicle operating — lease income?
Tesla, Inc. (TSLA) reported automotive leasing, direct vehicle operating — lease income of $420M in Q4 2025.
How has Tesla, Inc.'s automotive leasing, direct vehicle operating — lease income changed year-over-year?
Tesla, Inc.'s automotive leasing, direct vehicle operating — lease income decreased by 5.6% year-over-year, from $445M to $420M.
What is the long-term trend for Tesla, Inc.'s automotive leasing, direct vehicle operating — lease income?
Over 4 years (2021 to 2025), Tesla, Inc.'s automotive leasing, direct vehicle operating — lease income has grown at a 7.7% compound annual growth rate (CAGR), from $1.25B to $1.68B.
What does automotive leasing, direct vehicle operating — lease income mean?
This metric represents the periodic revenue recognized from customers who lease vehicles directly from the company's fleet under operating lease agreements. It reflects the recurring cash flow generated from the vehicle portfolio where the company retains ownership and assumes the residual value risk of the assets.