Business
Tesla designs, manufactures, sells, and leases electric vehicles plus energy generation and storage systems, with FSD, Robotaxi, Supercharging, energy software, and Optimus development layered around the hardware base.
Automotive profit reset; cash and AI/energy optionality now carry more of the thesis.
AnalystBook Intelligence · FY2025 10-K✓ Figures checked against SEC
- Growth — -3% revenue to $94.8BWatch
- Profitability — $4.4B operating income; 4.6% marginWatch
- Cash quality — $6.2B FCF, up 74%OK
- Balance sheet — $44.1B cash+STI vs $6.6B long-term debtOK
- Accounting — Formula-grey distress score · no M-flag · clean auditNote
- AI/energy — Robotaxi launched; Cortex expanded; Megapack remains strategicNote
In the full briefFree for 14 days
- ✦ What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- ✦ Company history🔒
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Every figure in the brief links to the filing paragraph it came from, and a brief whose figures don't match SEC data is rejected before publication.
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