Tesla (TSLA) Change in Inventory (2016 - 2026)

Tesla's (TSLA) quarterly Change in Inventory came in at $2.3 billion in Q1 2026, up 32.34% year-on-year from $1.7 billion in Q1 2025, and up 953.74% quarter-over-quarter from $214.0 million in Q4 2025.

Tesla (TSLA) Change in Inventory (2016 - 2026) Analysis & Trends

Tesla has disclosed Change in Inventory across 11 years of filings, most recently posting $2.3 billion for Q1 2026.

  • Change in Inventory for Q1 2026 came in at $2.3 billion, up 32.34% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.2 billion (up 161.19% YoY), and the FY2025 annual result was $630.0 million, up 167.24% from the prior year.
  • Change in Inventory came in at $2.3 billion for Q1 2026 at Tesla, up from $214.0 million in the prior quarter.
  • In the past five years, Change in Inventory ranged from a high of $2.7 billion in Q1 2024 to a low of -$2.0 billion in Q4 2024.
  • The 5-year median for Change in Inventory is $633.0 million (2022), against an average of $565.2 million.
  • Across the five-year window, Change in Inventory jumped 497.17% in 2022 and tumbled 1131.61% in 2025, its largest moves.
  • Tesla's Change in Inventory stood at $2.0 billion in 2022, then plunged by 138.42% to -$758.0 million in 2023, then slumped by 169.66% to -$2.0 billion in 2024, then jumped by 110.47% to $214.0 million in 2025, then jumped by 953.74% to $2.3 billion in 2026.
  • The last three Change in Inventory figures came in at $2.3 billion (Q1 2026), $214.0 million (Q4 2025), and -$2.0 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Tesla 1,297.09 Bn 1,252.41 Bn 4.72 Bn 2.26 Bn
2 Toyota Motor 440.56 Bn 289.71 Bn 39.87 Bn -
3 Ferrari 75.26 Bn 73.46 Bn 1.09 Bn -68.91 Mn
4 General Motors 72.40 Bn 50.02 Bn 4.32 Bn -
5 Ford Motor 56.05 Bn 25.60 Bn 7.94 Bn 1.36 Bn
6 Rivian Automotive 20.65 Bn 15.84 Bn 119.00 Mn 80.00 Mn
7 China Yuchai International 14.25 Bn 13.19 Bn 317.01 Mn -
8 VinFast Auto 7.11 Bn 10.11 Bn -15,731.99 Bn -
9 Digital Currency X Technology 4.89 Bn 4.89 Bn - -
10 Xpeng 4.49 Bn 1.59 Bn 388.90 Mn -

Historic Data

Download Data
DateValue
Mar 31, 2026 2.26 Bn
Mar 31, 2026 2.26 Bn
Dec 31, 2025 214.00 Mn
Dec 31, 2025 214.00 Mn
Sep 30, 2025 -1.99 Bn
Sep 30, 2025 -1.99 Bn
Jun 30, 2025 703.00 Mn
Jun 30, 2025 703.00 Mn
Mar 31, 2025 1.70 Bn
Mar 31, 2025 1.70 Bn
Dec 31, 2024 -2.04 Bn
Dec 31, 2024 -2.04 Bn
Sep 30, 2024 193.00 Mn
Sep 30, 2024 193.00 Mn
Jun 30, 2024 -1.78 Bn
Jun 30, 2024 -1.78 Bn
Mar 31, 2024 2.70 Bn
Mar 31, 2024 2.70 Bn
Dec 31, 2023 -758.00 Mn
Dec 31, 2023 -758.00 Mn