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Tesla, Inc.TSLA

Sector
Automotive
Industry
Motor Vehicles & Passenger Car Bodies
Exchange
Nasdaq

Stock Price $TSLA

Latest filings

You are here#2 of 30 in Consumer Discretionary by market cap

Filing record · 2016–202610-K1610-Q338-K185

TSLA filed 16 annual reports (10-K), 33 quarterly reports (10-Q) and 185 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Aug ’17Aug ’17
  2. Material agreement8-K · Aug ’19Aug ’19
  3. Material agreement8-K · Aug ’21Aug ’21
  4. Leadership change8-K · Nov ’25Nov ’25

01—Key figures

Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  17. $94.83B
YoY changeLargest recent move+82.5%in FY18Latest −2.9%

2 older moves run past ±100% (largest +387.2%); point at, tap or drag across the bars to read one.

Latest bar from 10-KFY2025Click a bar to open its SEC filing

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All TSLA Financial Metrics60 metrics

Income Statement16

Balance Sheet27

Cash Flow13

Per Share4

02—Overview

Tesla, Inc. Financial Overview 2021–2025

Updated Jul 10, 2026

In FY2025, Tesla's automotive segment revenue contracted by 9%, yet the company closed the year with a massive $1.69 trillion market capa. The market is no longer pricing a traditional carmaker, choosing instead to value the equity as a rapidly scaling artificial intelligence and energy ecosystem.

This strategic pivot requires intense capital deployment. Tesla's research and development expenses surged 41% to $6.41 billionb in FY2025, reflecting a hard shift toward autonomous driving and robotics infrastructure. As the company prioritized these AI investments and vehicle market share over near-term pricing power, diluted earnings per share declined from $1.63 in FY2021 to $1.08 in FY2025. However, the broader business transformation is yielding concrete results outside of legacy auto sales. The energy generation and storage segment has evolved into a critical profit engine, reversing a -4.6% gross margin in FY2021 to deliver a 30.3% gross margin by Q2 2025.

Despite aggressive vehicle price cuts compressing core automotive profitability, Tesla maintains formidable financial flexibility. The company exited FY2025 with $16.51 billionc in cash and equivalents. Investors are overwhelmingly betting on the success of this capital-intensive transition, awarding the stock a staggering 416.4x P/E ratio at its FY2025 closing price of $449.72.

Recent Developments (Q4 2025 and Q1 2026)

Tesla returned to growth in Q1 2026, generating $22.39 billiond in total revenue for a 16% year-over-year expansion. Automotive sales increased 20% year-over-year, driving total automotive gross margins to 21.1%, up from 16.2% in the prior-year period. Management expects capital expenditures to exceed $25 billion for 2026 to build compute infrastructure and data centers. Tesla finalized performance-based equity awards for CEO Elon Musk while amassing $44.74 billion in cash and short-term investments.

Bulls emphasize expanding vehicle margins and $3.94 billione in operating cash flow as evidence that core operations can fund the technology transition. Bears caution that the stock trades at 346.0x earnings as of April 23, 2026, leaving minimal margin for error as infrastructure spending escalates.

What to watch: returns on artificial intelligence investments; impacts from shifting trade policies

03—Filings

Recent SEC Filings

  1. 8-KTesla, Inc. 8-K Report, Financial Results (Oct 21, 2026)Tesla, Inc. (TSLA) has filed its Third Quarter 2026 Update, highlighting robust operational performance and strategic advancements. The company reported strong revenue, with TTM revenue exceeding $100 billion for the second consecutive quarter. Significant progress was noted across Super Intelligence (SI), robotics, and renewable energy initiatives, underscoring a long-term vision for "Amazing Abundance." Operationally, Tesla achieved its 10 millionth vehicle delivery and saw record production at Gigafactory Berlin. The company is actively scaling its FSD (Full Self-Driving) capabilities, with FSD subscriptions increasing and the successful launch of Cybercab into the Robotaxi fleet in Austin, demonstrating significant growth in unsupervised Robotaxi miles. Despite battery supply remaining a limiting factor for auto volumes, Tesla is making strides in securing future supply and maximizing factory utilization. Demand for its energy storage solutions remains strong, driven by data center needs, and the company has commenced production at Megafactory Texas.
  2. 8-KTesla, Inc. 8-K Report, Financial Results (Oct 2, 2026)Tesla filed an 8-K on October 2, 2026 under Item 2.02 (Results of Operations and Financial Condition), furnishing Exhibit 99.1, a press release with preliminary third-quarter 2026 operating metrics. Tesla reports it produced 464,391 vehicles and delivered 486,532 vehicles in Q3 2026, and deployed 13.7 GWh of energy storage products. Deliveries exceeded production by about 22,000 units, which suggests inventory drawdown during the quarter. The release is a production, deliveries and deployments update only. It contains no net income, cash flow, revenue, margin or guidance figures. Management explicitly states that deliveries and storage deployments are not reliable indicators of quarterly financial results, which will depend on average selling price, cost of sales, foreign exchange and other factors. Investors should treat these numbers as operational signals, not a substitute for financial performance. The full financial results are scheduled for release after market close on Wednesday, October 21, 2026, with a Q&A webcast at 5:30 p.m. Eastern Time. Vehicle mix was 457,387 Model 3/Y produced and 478,237 delivered, plus 7,004 other models produced and 8,295 delivered. Roughly 1% of Model 3/Y and 4% of other models were subject to operating lease accounting. The information is furnished, not filed, under Section 18 of the Exchange Act.
  3. 8-KTesla, Inc. 8-K Report, Material Agreement (Sep 29, 2026)Tesla, Inc. (TSLA) announced on September 29, 2026, its entry into new, significantly larger credit facilities totaling $30 billion. These facilities include a $20.0 billion delayed draw term loan maturing in three years and two revolving credit facilities: a $8.0 billion five-year facility and a $2.0 billion 364-day facility. The new credit arrangements provide substantial liquidity and flexibility, with proceeds intended for general corporate purposes. This strategic move enhances Tesla's financial flexibility, allowing it to access significant capital if needed for future growth initiatives, operational needs, or to manage market conditions. The company also terminated its previous $5.0 billion revolving credit facility without incurring penalties, as it was undrawn. Investors should note the covenants require Tesla to maintain at least $5.0 billion in consolidated liquidity, underscoring the company's commitment to financial stability.
  4. 8-KTesla, Inc. 8-K Report, Financial Results (Jul 22, 2026)Tesla reported Q2 2026 revenue of $28.2B, up 26% year over year and its first quarter with trailing twelve-month revenue above $100B. Vehicle deliveries reached a record second-quarter 480,126 units (up 25%), energy storage deployments rose 41% to 13.5 GWh, and Services and Other revenue grew 50% to $4.6B with record gross profit of $648M. Profitability weakened sharply, however. GAAP operating income fell 57% to $398M (1.4% margin), GAAP gross margin slipped to 16.8%, operating expenses rose 47% on AI and R&D spending, and Adjusted EBITDA declined 4% to $3.27B (11.6% margin). Lower regulatory credit revenue and higher energy warranty charges tied to a vendor cell issue also weighed on results. GAAP net income of $1.1B was flattered by a $1.0B pre-tax unrealized gain on Tesla's SpaceX equity investment and a $274M benefit from certain tax items. Excluding these and stock-based compensation, non-GAAP net income was $1.2B, and non-GAAP EPS was $0.33. Cash flow was the main concern: operating cash flow was $4.7B, but capital expenditures more than doubled to $5.8B, producing negative free cash flow of $1.1B. Cash and short-term investments declined $1.2B sequentially to $43.5B. Management characterized the period as the largest investment phase in the company's history, with spending aimed at battery pack capacity, Cybercab, Optimus, Semi, Megapack 3, AI compute, and semiconductor and battery-material buildouts, and said scaling will be non-linear. Operationally, Cybercab production began at Gigafactory Texas, Robotaxi is live in seven metros (with unsupervised rides in Austin, Miami, Orlando and Tampa), and active FSD (Supervised) subscriptions reached 1.48M, up 56%. The Fremont Model S and X lines were decommissioned to make way for Optimus, with production expected later in 2026. The filing is furnished under Item 2.02 and is not deemed filed under the Exchange Act.
  5. 8-KTesla, Inc. 8-K Report, Financial Results (Jul 2, 2026)Tesla, Inc. (TSLA) has filed an 8-K on July 2, 2026, primarily to announce the publication of a press release containing its financial results and operational updates. While the filing itself is brief, it directs investors to an attached press release (Exhibit 99.1) for detailed information regarding the company's performance. Investors should carefully review this press release for the latest quarterly or period-specific financial data, including revenue, profitability, production numbers, and delivery figures, as these will be the core drivers of the reported results. The information furnished under Item 2.02 of this 8-K is not considered "filed" for regulatory purposes but is crucial for understanding Tesla's current financial standing and operational progress. The press release will likely contain forward-looking statements and management's commentary on recent developments, strategic initiatives, and outlook, which are essential for assessing the company's future prospects and investment potential.
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04—See also

Related Companies

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