Tesla Inc (TSLA) Q3 2025 10-Q Quarterly Report

Filed: Oct 23, 2025Period ending Sep 30, 2025

Industrials

Motor Vehicles & Passenger Car BodiesSEC EDGAR

Tesla Inc (TSLA) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 23, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Tesla Inc Q3 2025 10-Q Analysis

Management Discussion & Analysis

• Revenue $28.10B Q3 2025, up $2.91B (12%) YoY; nine months $69.93B, down $2.06B (3%) YoY
• Gross margin Total Automotive 17.0% Q3 2025 vs 20.1% YoY; Automotive & Services 16.1% vs 18.7% YoY; Energy Gen & Storage 31.4% vs 30.5% YoY
• Best segment Energy Generation and Storage revenue up 44% Q3 2025 to $3.42B, gross margin up to 31.4%; worst Automotive sales revenue down 9% YTD to $49.07B
• Cash and investments increased $5.08B to $41.65B; operating cash flow up $825M to $10.93B YTD; capital expenditures down $2.43B to $6.13B YTD
• Management highlights near-term risks from tariffs, regulatory changes affecting demand and costs; focus on AI, autonomy, Robotaxi expansion, factory ramp, cost reductions, with expected $9B capex in 2025

Risk Factors

• No newly added or materially changed risk factors this quarter from the 2024 10-K and prior 10-Qs
• Material regulatory risk continued regarding evolving EV emissions and safety standards globally affecting compliance costs
• Operational risk focused on supply chain disruptions impacting production levels and delivery timelines
• Market risk linked to competitive pressures in EV and energy storage sectors influencing demand and pricing
• Financial risk from liquidity and debt management maintained with no reported changes to credit facilities or maturities

Tesla Inc Q3 2025 Quarterly Financials
XBRL

Revenue

$28.1B

▲ +11.6% YoY▲ +24.9% QoQ

Net Income

$1.4B

▼ -36.6% YoY▲ +17.2% QoQ

Gross Margin

18.0%

▼ -185bp YoY▲ +75bp QoQ

Operating Margin

5.8%

▼ -501bp YoY▲ +168bp QoQ

Net Margin

4.9%

▼ -372bp YoY▼ -32bp QoQ

ROE

1.7%

Total Assets

$133.7B

EPS (Diluted)

$0.39

▼ -37.1% YoY▲ +18.2% QoQ

Operating Cash Flow

$6.2B

▼ -0.3% YoY▲ +145.6% QoQ

Source: XBRL data from Tesla Inc Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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