Analysis
Tesla Energy 2024 Annual Results: 31.4 GWh Deployed, $10.1B Revenue, 26% Margin
Tesla Energy
📍 Austin, USA · Est. 2015Listed · NASDAQ: TSLA
Researched by 15 professionals in the last 30 days
Descrição geral
Tesla Energy is the energy storage division of Tesla, headquartered in Austin, Texas. The company deployed nearly 47 GWh of storage in 2025 and builds Megapack systems at dedicated Megafactories in Lathrop, California and Shanghai, China. A third Megafactory near Houston, Texas is under construction to produce the Megapack 3 and Megablock introduced in 2025.
Em resumo
$94.83B
Receitas
134,785
Colaboradores
46.7 GWh
Expedições ESS
Produtos
Tesla Energy offers 3 BESS products across 1 category: AC Block.
AC Block
Megapack 2 XL 3.9 MWh
Ver especificações
Megapack 3
Ver especificações
Megablock
Ver especificações
Presença global
Tesla Energy is headquartered in Austin, USA with manufacturing in USA (Lathrop, CA), USA (Sparks, NV), USA (Houston, TX), China (Shanghai). 5 known facilities worldwide.
HQ
Manufacturing
Instalações
Sede
Austin, Texas, USA
Produção
Lathrop, California, USAShanghai, ChinaSparks, Nevada, USANear Houston, Texas, USA
Dados financeiros e relatórios
Tesla Energy is publicly listed (NASDAQ: TSLA). Key figures from FY2025. Annual report available for download.
Dados-chave
$94.83B
Receitas
$3.79B
Resultado líquido
29.8% (storage)
Margem bruta
$6.41B
Investimento em I&D
134,785
Colaboradores
46.7 GWh
Expedições ESS
$12.77B
Receitas ESS
BBB (S&P)
Notação de crédito
Source: Tesla FY2025 Form 10-K (fiscal year ended 31 December 2025). Revenue and net income are group-wide across automotive, energy and services. Gross margin and essRevenue are the Energy Generation and Storage segment only; segment revenue rose 27 percent year on year and segment gross margin rose from 26.2 percent in 2024. Storage deployments of 46.7 GWh are up 49 percent on 2024. Installed Megapack capacity of 40 GWh per year each at Lathrop and Shanghai is disclosed in the Q4 2025 update deck, not the 10-K, which notes installed capacity is not the same as current production rate; the Houston Megafactory under construction has no disclosed nameplate capacity.
Análises independentes
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Analysis
Tesla Energy 2025 Annual Results: 46.7 GWh Deployed, 29.8% Segment Gross Margin
Desempenho bolsista
Sustentabilidade
Tesla Energy publishes an ESG report covering environmental, social, and governance practices. Key metrics from 2025.
Dados-chave ESG
+5% YoY per $1M rev
Intensidade GEE
515,080 t
Resíduos reciclados
0
Mortes relacionadas com o trabalho
37 MtCO2e avoided
CO2 Reduced
Source: Tesla 2025 Impact Report, extended version. GHG intensity is Tesla's reported year-on-year change in manufacturing emissions per million dollars of revenue, not an absolute intensity figure. Scope 1 was 302,000 tCO2e and market-based Scope 2 was 755,000 tCO2e, for a combined 1.06 MtCO2e; Scope 3 was 56.4 MtCO2e. Waste recycled is 50,489 t hazardous plus 464,591 t non-hazardous out of 670,209 t generated in manufacturing. Tesla states a 100 percent recycling rate for lithium-ion batteries and manufacturing scrap, with more than 14,000 t of battery material recycled in 2025. CO2 avoided covers all Tesla products; the global Megapack fleet accounted for almost 470,000 tCO2e of it. Work-related fatalities were zero in 2025; Tesla reports injuries under ASTM E2920-26 at a Level One rate of 2.30. Tesla discloses no patent count, no R&D staff headcount and no MSCI ESG rating.
Certificações e conformidade
Tesla Energy holds 5 certifications covering quality management, environmental standards, and safety compliance.
ISO 9001
ISO 14001
ISO 45001
ISO 50001
ISO/IEC 27001
Projetos de referência e casos de estudo
Selected BESS projects officially disclosed by Tesla Energy. 12 documented projects with case studies available for download.
