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.
The read at a glance✓ Audited against SEC data
- 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
Where the revenue comes from
Fiscal 2025, as Tesla, Inc. reports it. History and quarterly detail are in the app.
- Automotive$82.1B
- Energy generation and storage$12.8B
Leadership changes
From Tesla, Inc.'s own filings, the day they're filed.
- Andrew Baglino · President · departureeff. 2024-04-14
Latest filings
- 10-Q · Quarterly report2026-07-23
- 8-K · Company announcement2026-07-22
- 8-K · Company announcement2026-07-02
- 10-Q · Quarterly report2026-04-23
- 8-K · Company announcement2026-04-22
In the full recordFree for 14 days
- ✦ What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- ✦ Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Tesla, Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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