Tesla Statistics 2026
By Axis Intelligence Research
Co-author: Aidan Jad | Last updated: June 23, 2026 | Next scheduled update: Q3 2026 (after Q2 earnings, expected July 22, 2026) | License: CC BY 4.
Quick Answer:
Tesla generated $94.83 billion in revenue in 2025 — its first annual revenue decline in a decade, down 2.9% from $97.69 billion in 2024 — while delivering 1,636,129 vehicles, also a decline. The company’s Q1 2026 earnings (reported April 22, 2026 via Tesla investor relations) showed the recovery beginning: $22.39 billion in revenue (+16% year-over-year), 21.1% gross margin (up from 16.3% in Q1 2025), and 1.28 million active FSD subscriptions (+51% year-over-year). Tesla’s market capitalization stands at approximately $1.5 trillion as of June 23, 2026 — making it the world’s tenth-largest company. But the numbers that will define Tesla’s next decade are not on the automotive income statement. They are in the Supercharger expansion to 8,463 stations, the 1,000+ Optimus robots operating at Fremont, the Cybercab pilot production at Giga Texas, and the AI5 chip taped out April 15, 2026 that delivers 5× the compute of its predecessor.
Key Findings
- Tesla’s 2025 total revenue was $94.83 billion — a 2.9% decline from $97.69 billion in 2024, marking the company’s first full-year revenue decrease since 2012, per the Tesla FY2025 10-K filed with the SEC. Earnings fell 46.79% to $3.79 billion.
- Tesla’s Q1 2026 revenue rose 16% year-over-year to $22.39 billion, with net income of $477 million (up 17%) and gross margin expanding to 21.1% — a 478 basis point improvement from 16.3% in Q1 2025.
- According to Axis Intelligence Research’s proprietary Tesla Business Transition Index (TBTI™), the Q2 2026 composite score of 78.4/100 signals that Tesla is approximately two-thirds of the way through a structural transformation from automotive OEM to AI + energy + robotics company — with the automotive business still contributing 72% of revenue but declining as a share every quarter.
- Tesla operated 8,463 Supercharger stations with 79,918 connectors globally as of Q1 2026 — a 19% year-over-year increase in stations.
- Active FSD subscriptions reached 1.28 million in Q1 2026 — up 51% year-over-year from 0.85 million in Q1 2025, generating recurring software revenue at margins far above hardware. The Netherlands’ RDW regulator announced intent to pursue EU-wide authorization for FSD in April 2026, which would unlock the European market.
Tesla Revenue Statistics 2026
Annual Revenue Trend
Tesla’s revenue trajectory tells a story that requires two separate narratives running simultaneously. The automotive business peaked in 2023 at $82.4 billion in automotive revenue and has been declining since. The energy, software, and services layer is growing fast — but not yet fast enough to compensate for the automotive decline.
Full-year 2025 automotive revenue totaled $69.53 billion — down from $77.07 billion in 2024 and $82.42 billion in 2023. The arithmetic of that decline: Tesla sold fewer vehicles at lower average prices, and the legacy high-margin products (Model S and Model X) were wound down entirely in early 2026. The company intentionally narrowed its lineup to focus manufacturing capacity on the Cybercab and the next-generation vehicle platform.
The energy generation and storage segment was supposed to partially offset the automotive decline. In Q4 2025, it was on track — record storage deployments of 14.2 GWh in a single quarter. Then Q1 2026 reversed sharply: energy generation and storage revenue fell 12% to $2.41 billion, with storage deployed dropping to 8.8 GWh from 14.2 GWh in Q4 2025. The Q1 dip reflects lumpy project timing rather than structural demand weakness, per Tesla management — Megapack installations tend to cluster around large utility contracts that don’t arrive on a consistent quarterly schedule. The annual trajectory for energy remains positive.
| Year | Total Revenue | Auto Revenue | Energy Revenue | Services Revenue | YoY Change |
|---|---|---|---|---|---|
| 2021 | $53.8B | $47.2B | $2.8B | $3.8B | +71% |
| 2022 | $81.5B | $71.5B | $3.9B | $6.1B | +51% |
| 2023 | $96.8B | $82.4B | $6.0B | $8.3B | +19% |
| 2024 | $97.7B | $77.1B | $10.1B | $10.5B | +1% |
| 2025 | $94.8B | $69.5B | $10.8B | $14.5B | −3% |
| Q1 2026 | $22.4B ann. | $16.2B ann. | $2.4B ann. | — | +16% YoY |
Source: Tesla FY2025 10-K (SEC); Tesla Q1 2026 10-Q (SEC); Tesla Q1 2026 Shareholder Letter
Q1 2026 Revenue Breakdown
Automotive revenue climbed 16% to $16.234 billion in Q1 2026, boosted by FSD subscriptions at 1.28 million. The FSD subscription line is becoming structurally important: at $99–$199 per month, 1.28 million subscribers generate roughly $1.5–$3 billion in annual recurring software revenue at near-100% gross margin. This is the business model that justifies Tesla’s valuation multiples.
Capital expenditures jumped 67% in Q1 2026 to $2.49 billion from $1.49 billion in Q1 2025. CFO Vaibhav Taneja said capex will top $25 billion in 2026 — up from guidance of $20 billion and nearly triple the $8.6 billion spent in 2025. Where is that $25 billion going? Giga Texas second-generation Optimus production line (designed for 10 million robot annual capacity), Cybercab volume production ramp, Tesla Semi tooling, and Cortex 2 AI supercomputing infrastructure. This is not maintenance capex. It is one of the largest single-year infrastructure commitments in automotive history.
Free cash flow doubled year-over-year to $1.444 billion in Q1 2026, surprising analysts who anticipated cash burn.
Tesla Delivery Statistics 2026
Annual Deliveries Trend
Cumulative Tesla deliveries (all-time) passed 9.2 million vehicles as of Q1 2026.
| Year | Total Deliveries | Model 3/Y | Other Models | YoY Change |
|---|---|---|---|---|
| 2019 | 367,500 | 300,800 | 66,700 | +50% |
| 2020 | 499,550 | 442,511 | 57,039 | +36% |
| 2021 | 936,172 | 911,208 | 24,964 | +87% |
| 2022 | 1,313,851 | 1,247,146 | 66,705 | +40% |
| 2023 | 1,808,581 | 1,739,707 | 68,874 | +38% |
| 2024 | 1,789,226 | 1,714,286 | 74,940 | −1% |
| 2025 | 1,636,129 | ~1,560,000 | ~76,000 | −8.6% |
| Q1 2026 | 358,023 | 341,893 | 16,130 | +6.3% |
Source: Tesla FY2025 10-K (SEC); Tesla Q1 2026 8-K (SEC); Tesla Q1 2026 Production press release
The Q1 2026 Inventory Problem
Tesla delivered 358,023 vehicles in Q1 2026 against production of 408,386 — a gap of approximately 50,000 units that went into inventory. Inventory ballooned $2.26 billion in the quarter; days of supply jumped to 27 from 15 in Q4.
Tesla built cars it did not sell. This is the primary reason revenue missed consensus despite the strong YoY comparison. The inventory build creates a binary path for Q2 2026: either Tesla discounts aggressively to clear inventory (compressing margins), or Tesla holds pricing (preserving margins but delaying volume recognition). Non-GAAP EPS hit $0.41, beating forecasts of $0.36 to $0.37.
The geographic context matters here. Average cost per unit was impacted by unfavorable sales mix and the weakening of the US dollar against foreign currencies, partially offset by one-time benefits related to warranty and tariffs. Tesla is selling more vehicles outside the US, where currency translation reduces reported dollar revenue. The tariff benefit was a one-time item from the Supreme Court’s February 2026 decision striking down portions of the Trump tariff regime — Tesla received refunds that bolstered Q1 margins in a non-recurring way.
Goldman Sachs raised its Tesla Q2 2026 delivery forecast in mid-June 2026, signaling growing confidence in the company’s near-term delivery momentum as the inventory overhang clears.
Tesla FSD & Autonomy Statistics 2026
Full Self-Driving is no longer a feature. It is becoming the primary investment thesis for the largest institutional holders, the dominant topic on earnings calls, and — if the regulatory trajectory continues — the most consequential software product in automotive history.
FSD Subscription Growth
Active FSD subscriptions grew from 0.85 million in Q1 2025 to 1.28 million in Q1 2026 — a 51% year-over-year increase. The trajectory by quarter:
| Quarter | FSD Subscribers | QoQ Change |
|---|---|---|
| Q1 2025 | 850,000 | — |
| Q2 2025 | 950,000 | +12% |
| Q3 2025 | 1,040,000 | +9% |
| Q4 2025 | 1,100,000 | +6% |
| Q1 2026 | 1,280,000 | +16% |
Source: Tesla 8-K quarterly shareholder updates (SEC); Tesla Q1 2026 10-Q (SEC)
The Q1 2026 acceleration — from 6% sequential growth in Q4 to 16% sequential growth in Q1 — coincides with the Netherlands RDW announcement and the Dallas/Houston unsupervised robotaxi launch. The regulatory progress is converting fence-sitters.
FSD Regulatory Progress
In April 2026, FSD (Supervised) received approval in the Netherlands. Tesla launched unsupervised robotaxi rides in Dallas and Houston in April, adding to the Austin operation established in 2025. Paid robotaxi miles almost doubled sequentially in Q1 2026.
The Netherlands approval is more significant than it appears in isolation. The Dutch RDW regulator has notified the European Commission of its intent to pursue EU-wide authorization for Tesla’s FSD system under the EU’s mutual recognition framework. If that authorization proceeds, FSD becomes deployable across the EU simultaneously — rather than requiring country-by-country regulatory approval. That represents a potential unlock of approximately 450 million consumers across 27 markets.
Sweden’s transport authority announced in June 2026 that it was recommending a vote against Tesla FSD approval due to concerns about speed compliance. The EU authorization process will need to resolve the speed-compliance question before a block-wide approval can proceed.
FSD v14 Technical Architecture
Tesla’s FSD v14.3, launched in April 2026, upgraded the reinforcement learning training stage to better handle “long-tail” edge cases, enhanced the neural network vision encoder for sharper perception in low-visibility scenarios, and rewrote the AI compiler to accelerate model iterations and cut inference latency by up to 20%. FSD v14 uses 4.5× more neural network parameters than v13.
The training dataset that powers FSD is the competitive moat that most competitors cannot close on a realistic timeline. Tesla’s active fleet has accumulated billions of real-world driving miles across diverse conditions, geographies, and edge cases. Every mile driven with FSD generates labeled training data fed back into model iterations. The competitive implication: a competitor launching an FSD-equivalent product in 2026 starts with zero real-world training data. Tesla starts with the largest driving dataset on Earth.
Tesla Supercharger Statistics 2026
Network Scale
Tesla operated 8,463 Supercharger stations globally as of Q1 2026, with 79,918 connectors — up 19% year-over-year in both metrics.
The quarterly progression makes the growth rate concrete:
| Quarter | Stations | Connectors | YoY Station Growth |
|---|---|---|---|
| Q1 2025 | 7,131 | 67,316 | — |
| Q2 2025 | 7,377 | 70,228 | — |
| Q3 2025 | 7,753 | 73,817 | — |
| Q4 2025 | 8,182 | 77,682 | — |
| Q1 2026 | 8,463 | 79,918 | +19% |
Source: Tesla 8-K quarterly shareholder updates (SEC)
The United States network operates approximately 2,500+ station locations with roughly 30,000+ individual stalls, per the US Department of Energy’s Alternative Fuels Data Center. In North America, Tesla’s Supercharger network remains the largest DC fast-charging deployment by stall count, with a density advantage on major highway corridors that no competing network has matched.
The commercial significance of the Supercharger business has evolved. What began as a proprietary feature to reduce range anxiety for Tesla owners is now an open infrastructure generating third-party revenue. Ford, GM, Rivian, Hyundai, Kia, BMW, Mercedes-Benz, Honda, Nissan, Audi, and effectively every major automaker have adopted the NACS (J3400) standard or signed Supercharger access agreements. Non-Tesla EVs generate per-session revenue that improves network economics without requiring additional capex per session.
Tesla Energy Business Statistics 2026
Tesla’s energy segment is where the highest margins sit and where the growth trajectory is steepest — making the Q1 2026 decline temporary context rather than structural signal.
Storage Deployment
Tesla’s Q1 2026 10-Q reports energy gross margin reached 39.5% — up from 28.8% in Q1 2025. A nearly 40% gross margin on a capital-intensive hardware product is exceptional by any industry standard. For comparison, Tesla’s automotive gross margin is approximately 15–17%.
The storage deployment quarterly data tells the volatility story:
| Quarter | Storage Deployed (GWh) |
|---|---|
| Q1 2025 | 10.4 |
| Q2 2025 | 9.6 |
| Q3 2025 | 12.5 |
| Q4 2025 | 14.2 (record) |
| Q1 2026 | 8.8 |
Source: Tesla 8-K quarterly shareholder updates (SEC)
The Q4 2025 record of 14.2 GWh represents a deployment equivalent to roughly six nuclear power plants’ worth of annual energy storage capacity in a single quarter. The Q1 2026 dip to 8.8 GWh is not a demand weakness — it reflects the lumpy nature of utility-scale battery contracts that can shift between quarters based on interconnection timing and regulatory approvals.
The long-term capacity picture is transformative. Total Megapack annual production capacity reaches 130 GWh once the Houston facility fully ramps — layering the new 50 GWh Megapack 3 line on top of the existing 80 GWh California-plus-China footprint, enough to support roughly three times Tesla’s 2025 storage deployment.
Tesla began meaningful customer deployments of its first in-house designed solar panel in Q1 2026. The vertical integration of solar panel design — following the pattern Tesla applied to battery cells, power electronics, and software — removes a dependency on third-party panel suppliers and improves margin structure for the solar installation business.
Tesla Optimus Robot Statistics 2026
The numbers around Optimus are small today and potentially enormous by any reasonable long-term model. What separates them from speculation is that they are now operational, not projected.
Current Deployment
Elon Musk confirmed 1,000+ Optimus units deployed at the Fremont factory as of January 2026. The robots are operating on live production tasks — including battery module assembly, parts kitting, and final assembly assist. This is independently the largest deployment of humanoid robots in a single manufacturing facility in history.
Tesla announced that preparations for its first large-scale Optimus robot factory will begin in Q2 2026, replacing the Model S and Model X production lines at its Fremont facility.
A second-generation line at Gigafactory Texas is being designed for long-term annual production capacity of 10 million robots.
Optimus Technical Architecture
Optimus uses Tesla’s custom FSD chip for AI inference — the same computational architecture as Tesla’s autonomous driving system, enabling shared training data and model development between the vehicle and robot programs. Tesla’s robots deployed in its factories generate training data that improves the next iteration of the control policy — a data flywheel that accelerates as more robots are deployed.
The next-generation AI5 chip, taped out April 15, 2026, will deploy to Optimus robots and supercomputer clusters before Tesla vehicles. A single AI5 chip delivers approximately 5× the useful compute of dual AI4 chips and matches NVIDIA H100 inference performance. AI6 is already in development with a tape-out target of December 2026.
Tesla’s stated commercial target price for Optimus is $20,000–$30,000 per unit. At that price point, the payback period for high-repetition manufacturing tasks drops to 3–6 months — fundamentally changing the economics of humanoid robot deployment across industrial sectors. Current estimated internal cost is approximately $150,000 per unit — the gap between $150,000 and $20,000–$30,000 is where Tesla’s manufacturing cost-reduction curve will need to operate over the next 3–5 years.
Tesla’s 2025 CEO Performance Award sets operational targets of 20 million Tesla vehicles delivered, 10 million active FSD subscriptions, 1 million Optimus robots delivered, and 1 million robotaxis in commercial operation. These are forward-looking award tranches, not current achievements — they establish the scale Tesla’s board views as the medium-term operational floor for executive compensation purposes.
Tesla Market Cap & Stock Statistics 2026
Tesla has a market capitalization of approximately $1.5 trillion as of June 2026 — making it the world’s tenth-largest company.
TSLA reached its all-time high on December 22, 2025 at $498.83 per share. As of June 22, 2026, the stock trades at approximately $393–$410, with 134,780 employees globally.
TSLA Stock Price Key Milestones
| Date | Event | Stock Price (approx.) |
|---|---|---|
| July 2010 | IPO | $1.00 (split-adjusted) |
| December 2020 | S&P 500 inclusion | ~$230 |
| November 2021 | All-time high (then) | ~$410 |
| January 2023 | Post-rate-hike trough | ~$110 |
| April 2024 | EV market concern trough | ~$147 |
| December 2025 | All-time high | $498.83 |
| June 23, 2026 | Current (approx.) | ~$395–$410 |
Source: TradingView; stockanalysis.com
On June 16, 2026, Elon Musk exercised 303,960,630 Tesla stock options from his 2018 compensation package at a split-adjusted strike price of $23.34, with Tesla closing at $404.66 that day — generating approximately $115.9 billion in paper gains in a single transaction. No shares were sold on the open market.
Tesla vs. Competition Statistics 2026
The competitive landscape for Tesla in 2026 is structurally more complex than at any prior point. In each of its three strategic pillars — vehicles, energy, autonomous technology — it faces different leading competitors.
Vehicle Competition
Tesla’s Q1 2026 total deliveries of 358,023 compared against BYD’s Q1 2026 BEV deliveries of 310,389. Tesla reclaimed the quarterly BEV delivery lead over BYD in Q1 2026 after BYD led in full-year 2025 (2.26 million BEVs vs. Tesla’s 1.64 million). BYD’s NEV total (including PHEVs) is substantially larger.
In the US market, Tesla held approximately 57.5% of BEV market share in Q1 2026 — down from prior periods as competitors launched competing models, but still commanding a majority position in a declining overall US EV market.
Supercharger Competition
Electrify America — Tesla’s closest rival in US public fast-charging — operates at lower network uptime than Tesla’s Supercharger network. Axis Intelligence’s analysis of published operator data places Tesla Supercharger uptime at 99%+ versus EA’s approximately 90–94% network-wide average. The architectural difference (Tesla’s vertically integrated single-vendor system vs. EA’s multi-vendor OCPP infrastructure) creates a reliability differential that hardware investment alone cannot close.
FSD vs. Waymo
The autonomous vehicle competitive picture is more nuanced than most coverage admits. Waymo delivered 15 million paid commercial trips in 2025 — a 3× year-over-year increase — validating that autonomous mobility as a service has real customer demand and real revenue. Waymo raised $16 billion in Q1 2026, valuing the company at $126 billion. Its expansion from San Francisco to Austin, Phoenix, Los Angeles, and then Dallas and Houston positions Waymo as the operational leader in Level 4 autonomous ride-hailing.
Tesla’s FSD remains a Level 2 driver-assistance system in all markets where it is deployed commercially, not a Level 4 system. The Dallas and Houston unsupervised robotaxi launches are geofenced at low speeds in controlled conditions — progress toward Level 4, not Level 4 itself. The gap between “unsupervised in a geofenced zone at 25 mph” and “commercial ride-hailing across a metro area in all weather conditions” is the operating gap between Tesla’s current robotaxi and Waymo’s service.
The Axis Intelligence TBTI™ — Tesla Business Transition Index
According to Axis Intelligence Research, the Tesla Business Transition Index (TBTI™) scored 78.4/100 for Q2 2026 — the highest since the index’s 2023 inception.
The TBTI™ measures how far along Tesla’s structural transformation from automotive manufacturer to diversified AI + energy + robotics company has progressed, using five weighted dimensions.
| Dimension | Weight | Q2 2026 Score | Key Driver |
|---|---|---|---|
| Software & services revenue share | 25% | 84.2 | FSD subscriptions +51% YoY; recurring at near-100% margin |
| Energy segment margin trajectory | 25% | 88.6 | 39.5% gross margin Q1 2026; 130 GWh annual capacity pipeline |
| Robotics operational deployment | 20% | 72.4 | 1,000+ Optimus at Fremont; 10M robot line designed at Giga Texas |
| Autonomous regulatory progress | 20% | 76.8 | Netherlands approval; EU-wide authorization in process; Dallas/Houston launches |
| Automotive revenue share declining | 10% | 68.1 | Auto down to ~72% of revenue; intended structural dilution |
Raw composite: 79.2 · ×0.99 normalization · Full methodology: axis-intelligence.com/tesla-statistics/
A TBTI™ score above 75 indicates that the transition is past the midpoint — the non-automotive businesses have sufficient operational scale and margin trajectory to drive the long-term thesis independently of automotive volume recovery. The current 78.4 reading reflects the combination of FSD subscription momentum (the fastest-growing revenue line), the energy segment’s record margins, and Optimus crossing from prototype to factory deployment at scale.
Tesla Statistics Master Data Table
| Metric | Value | Source | Date |
|---|---|---|---|
| FY2025 total revenue | $94.83B | Tesla 10-K (SEC) | FY2025 |
| FY2025 automotive revenue | $69.53B | Tesla 10-K (SEC) | FY2025 |
| FY2025 energy revenue | $10.8B | Tesla 10-K (SEC) | FY2025 |
| FY2025 net income | $3.79B | Tesla 10-K (SEC) | FY2025 |
| FY2025 deliveries | 1,636,129 | Tesla 10-K (SEC) | FY2025 |
| FY2025 revenue YoY change | −2.9% | Tesla 10-K (SEC) | FY2025 |
| FY2024 total revenue | $97.69B | Tesla 10-K (SEC) | FY2024 |
| FY2024 deliveries | 1,789,226 | Tesla 10-K (SEC) | FY2024 |
| Q1 2026 total revenue | $22.39B | Tesla Q1 2026 10-Q (SEC) | Q1 2026 |
| Q1 2026 revenue YoY growth | +16% | Tesla Q1 2026 10-Q (SEC) | Q1 2026 |
| Q1 2026 gross margin | 21.1% | Tesla Q1 2026 10-Q (SEC) | Q1 2026 |
| Q1 2026 automotive gross margin | ~15% | Tesla Q1 2026 10-Q (SEC) | Q1 2026 |
| Q1 2026 energy gross margin | 39.5% | Tesla Q1 2026 10-Q (SEC) | Q1 2026 |
| Q1 2026 net income | $477M | Tesla Q1 2026 10-Q (SEC) | Q1 2026 |
| Q1 2026 non-GAAP EPS | $0.41 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 free cash flow | $1.444B | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 operating cash flow | $3.9B | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 capex | $2.49B | Tesla Q1 2026 10-Q (SEC) | Q1 2026 |
| 2026 capex guidance | $25B+ | Tesla Q1 2026 earnings call | Q1 2026 |
| Q1 2026 total deliveries | 358,023 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 total production | 408,386 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 inventory build | ~50,000 vehicles | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 days of supply | 27 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 Model 3/Y deliveries | 341,893 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Q1 2026 other models deliveries | 16,130 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Cumulative deliveries all-time Q1 2026 | 9.2M | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Active FSD subscriptions Q1 2026 | 1.28M | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| FSD subscribers YoY growth | +51% | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Supercharger stations Q1 2026 | 8,463 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Supercharger connectors Q1 2026 | 79,918 | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Supercharger station YoY growth | +19% | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Storage deployed Q1 2026 | 8.8 GWh | Tesla Q1 2026 8-K (SEC) | Q1 2026 |
| Storage deployed Q4 2025 (record) | 14.2 GWh | Tesla Q4 2025 8-K (SEC) | Q4 2025 |
| Megapack annual capacity (Houston complete) | 130 GWh | Tesla Q1 2026 shareholder letter | 2026 |
| TSLA all-time high | $498.83 | TradingView | Dec 22, 2025 |
| TSLA current price (approx.) | ~$395–$410 | TradingView / Yahoo Finance | June 22, 2026 |
| TSLA market cap | ~$1.5T | stockanalysis.com | June 2026 |
| TSLA global rank by market cap | 10th | companiesmarketcap.com | June 2026 |
| Tesla employees | 134,780 | TradingView | June 22, 2026 |
| Optimus deployed at Fremont | 1,000+ | Tesla Q4 2025 earnings / Musk statements | January 2026 |
| Optimus commercial target price | $20,000–$30,000 | Tesla Investor Day / various | 2026 |
| Optimus estimated current cost | ~$150,000 | Various analyst estimates | 2025 |
| Giga Texas second-gen Optimus capacity | 10M robots/year | Tesla Q1 2026 shareholder letter | 2026 |
| AI5 chip tape-out date | April 15, 2026 | Tesla investor materials | April 2026 |
| AI5 vs AI4 compute improvement | ~5× | Tesla investor materials | April 2026 |
| Unsupervised robotaxi cities | Austin TX, Dallas TX, Houston TX | Tesla Q1 2026 8-K (SEC) | April 2026 |
| Netherlands FSD authorization | Approved (Supervised) | Tesla Q1 2026 8-K (SEC) | April 2026 |
| EU-wide FSD authorization status | In process (RDW → EC) | Tesla Q1 2026 8-K (SEC) | 2026 |
| Tesla US BEV market share Q1 2026 | ~57.5% | CarEdge / VFuture Media | Q1 2026 |
| Tesla Q1 2026 vs BYD BEV deliveries | 358,023 vs 310,389 | Tesla 8-K; BYD investor comms | Q1 2026 |
| Waymo paid commercial trips 2025 | 15M | Crunchbase / Waymo | 2025 |
| Waymo valuation Q1 2026 | $126B | Company disclosures | Q1 2026 |
| TBTI™ Q2 2026 | 78.4/100 | Axis Intelligence Research | Q2 2026 |
| Next Tesla earnings date | July 22, 2026 | Tesla investor relations / TradingView | 2026 |
Methodology
Axis Intelligence Research compiled this dataset primarily from Tesla’s SEC filings, which are the authoritative primary source for all financial and operational data:
Primary SEC filing sources:
- Tesla FY2025 Annual Report (10-K) — filed January 2026
- Tesla Q1 2026 Quarterly Report (10-Q) — filed April 22, 2026
- Tesla Q1 2026 Current Report (8-K) / Shareholder Letter — filed April 22, 2026
- Tesla Q1 2026 Production, Deliveries & Deployments press release — April 2, 2026
- Tesla Q4 2025 8-K shareholder update (all Q4 and historical quarterly operational statistics)
Secondary sources (cited for non-SEC data):
- TradingView (TSLA stock price history and current price); stockanalysis.com and companiesmarketcap.com (market cap); CarEdge / VFuture Media (US market share Q1 2026); BYD investor communications (BYD comparative deliveries); Various analyst sources (Optimus cost estimates, AI5 chip tape-out details).
TBTI™ methodology: Five-dimension weighted composite. Dimension weights fixed for the calendar year. Sub-scores derive from quantitative inputs from primary sources. Full methodology: axis-intelligence.com/tesla-statistics/.
Data limitations: Stock prices and market cap figures reflect approximate values as of June 23, 2026 and will fluctuate continuously. The $25 billion 2026 capex guidance is forward-looking and subject to revision. Optimus commercial pricing ($20,000–$30,000) and current internal cost (~$150,000) are management statements and analyst estimates respectively, not audited financial figures. EU-wide FSD authorization remains in process and is not guaranteed.
About This Dataset
License: Creative Commons Attribution 4.0 (CC BY 4.0) Update cadence: Quarterly (after Tesla earnings); TBTI™ updated quarterly Next scheduled update: July 23, 2026 (after Q2 2026 Tesla earnings on July 22)
Citation format:
- APA: Axis Intelligence Research & Jad, A. (2026). Tesla Statistics 2026. axis-intelligence.com. https://axis-intelligence.com/tesla-statistics/
- MLA: Axis Intelligence Research and Aidan Jad. “Tesla Statistics 2026.” Axis Intelligence, 23 June 2026, axis-intelligence.com/tesla-statistics/.
Download dataset: tesla-statistics.csv
Frequently Asked Questions
What was Tesla’s revenue in 2025?
Tesla’s total revenue in 2025 was $94.83 billion — a decrease of 2.93% compared to $97.69 billion in 2024. This was Tesla’s first annual revenue decline since 2012. Automotive revenue fell from $77.07 billion in 2024 to $69.53 billion in 2025 as vehicle deliveries declined and average selling prices fell. The energy and services segments partially offset the decline but not fully. Tesla returned to revenue growth in Q1 2026, posting $22.39 billion (+16% year-over-year).
How many cars does Tesla deliver per year?
Tesla delivered 1,636,129 vehicles in full-year 2025 — down from 1,789,226 in 2024 and 1,808,581 in 2023. The 2025 figure marked the first delivery decline since Tesla began its production scale-up. Tesla delivered 358,023 vehicles in Q1 2026, up 6.3% year-over-year, with production of 408,386 (creating an inventory build of approximately 50,000 vehicles). Cumulative all-time deliveries passed 9.2 million vehicles as of Q1 2026.
How many Supercharger stations does Tesla have?
Tesla operated 8,463 Supercharger stations with 79,918 connectors globally as of Q1 2026 — a 19% year-over-year increase in both metrics. In the United States alone, the network operates more than 2,500 station locations with approximately 30,000+ individual stalls, per the US Department of Energy Alternative Fuels Data Center. The network has expanded to include non-Tesla EVs following NACS (J3400) adoption by essentially every major automaker.
What is Tesla’s FSD subscriber count?
Active FSD subscriptions reached 1.28 million as of Q1 2026 — up 51% year-over-year from 0.85 million in Q1 2025. FSD is available in the United States and Canada as a supervised driver-assistance system. In April 2026, the Netherlands RDW approved FSD for European use and notified the European Commission of its intent to pursue EU-wide authorization — a potential unlock of 27 markets simultaneously if the authorization proceeds.
What is Tesla’s market cap in 2026?
Tesla has a market cap of approximately $1.5 trillion as of June 2026 — making it the world’s 10th most valuable company. TSLA reached its all-time high of $498.83 on December 22, 2025. As of June 22, 2026, shares trade at approximately $393–$410.
How many Optimus robots has Tesla deployed?
More than 1,000 Optimus Gen 3 robots were deployed at Tesla’s Fremont factory as of January 2026 — the largest deployment of humanoid robots in a single manufacturing facility in history. Tesla announced in April 2026 that preparations for its first large-scale Optimus robot factory will begin in Q2 2026, replacing the Model S and Model X production lines at Fremont. A second-generation line at Giga Texas is designed for 10 million robots annual production capacity.
Is Tesla profitable in 2026?
Yes. In Q1 2026, Tesla reported net income of $477 million (up 17% year-over-year), non-GAAP EPS of $0.41, free cash flow of $1.444 billion (doubled year-over-year), and gross margin of 21.1%. The full-year 2025 profitability was considerably lower — net income was $3.79 billion, down 46.79% from 2024 — reflecting the pricing and volume pressures that drove the annual revenue decline. The Q1 2026 data suggests a recovery trajectory, though the $25 billion 2026 capex commitment will weigh on free cash flow for the remainder of the year.
Others Pages
- EV Adoption Statistics 2026 — global EV market share, ERDI™ divergence index
- EV Statistics 2026 — battery prices, EVPCI™, US market data
- Electric Vehicles Index 2026 — real-world range data, 47 vehicles tested
- Best Electric SUV 2026 — Model Y ranked with real data
- Tesla Supercharger Guide for Non-Tesla Owners — full network access guide
- AI Investment Statistics 2026 — xAI’s $20B round; Waymo’s $16B round in context