TSLA · Business segments
Tesla (TSLA) revenue by segment
Where Tesla’s revenue comes from, as reported in its SEC filings.
Latest quarter: September 30, 2026
Total revenue on the income statement: $28.05B.
Revenue by Geography
| Line | Revenue | Share |
|---|---|---|
| United States | $12.49B | 44.6% |
| Non-US | $10.34B | 36.9% |
| China | $5.21B | 18.6% |
Revenue by Segment
| Line | Revenue | Share |
|---|---|---|
| Automotive | $25.16B | 89.7% |
| Energy Generation and Storage | $2.88B | 10.3% |
Revenue by Product
| Line | Revenue | Share |
|---|---|---|
| Automotive Sales | $20.09B | 71.6% |
| Services and Other | $4.61B | 16.4% |
| Energy Generation and Storage Sales | $2.75B | 9.8% |
| Automotive Leasing | $353M | 1.3% |
| Energy Generation and Storage Leasing | $136M | 0.5% |
| Automotive Regulatory Credits | $113M | 0.4% |
Latest year: December 31, 2025
Total revenue on the income statement: $94.83B.
Revenue by Geography
| Line | Revenue | Share |
|---|---|---|
| United States | $47.63B | 50.2% |
| Other Countries | $26.24B | 27.7% |
| China | $20.96B | 22.1% |
Revenue by Segment
| Line | Revenue | Share |
|---|---|---|
| Automotive | $82.06B | 86.5% |
| Energy Generation and Storage | $12.77B | 13.5% |
Revenue by Product
| Line | Revenue | Share |
|---|---|---|
| Automotive Sales | $65.82B | 69.4% |
| Services and Other | $12.53B | 13.2% |
| Energy Generation and Storage Sales | $12.27B | 12.9% |
| Automotive Regulatory Credits | $1.99B | 2.1% |
| Automotive Leasing | $1.71B | 1.8% |
| Energy Generation and Storage Leasing | $501M | 0.5% |
Reading notes
Share is each line’s part of that breakdown. Margin is the company’s reported segment operating income divided by that segment’s revenue. Companies define segment profit differently and may re-cut segments over time, so a company’s lines can differ between years. Breakdowns that do not add up to within 5% of reported revenue are left out.