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
Tổng quan
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.
Tổng quan nhanh
$94.83B
Doanh thu
134,785
Nhân viên
46.7 GWh
Xuất hàng ESS
Sản phẩm
Tesla Energy offers 3 BESS products across 1 category: AC Block.
AC Block
Megapack 2 XL 3.9 MWh
Xem thông số
Megapack 3
Xem thông số
Megablock
Xem thông số
Hiện diện toàn cầu
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
Cơ sở
Trụ sở chính
Austin, Texas, USA
Sản xuất
Lathrop, California, USAShanghai, ChinaSparks, Nevada, USANear Houston, Texas, USA
Dữ liệu tài chính và báo cáo
Tesla Energy is publicly listed (NASDAQ: TSLA). Key figures from FY2025. Annual report available for download.
Số liệu chính
$94.83B
Doanh thu
$3.79B
Lợi nhuận ròng
29.8% (storage)
Biên lợi nhuận gộp
$6.41B
Chi phí R&D
134,785
Nhân viên
46.7 GWh
Xuất hàng ESS
$12.77B
Doanh thu ESS
BBB (S&P)
Xếp hạng tín dụng
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.
Phân tích độc lập
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Analysis
Tesla Energy 2025 Annual Results: 46.7 GWh Deployed, 29.8% Segment Gross Margin
Hiệu suất cổ phiếu
Phát triển bền vững
Tesla Energy publishes an ESG report covering environmental, social, and governance practices. Key metrics from 2025.
Số liệu ESG chính
+5% YoY per $1M rev
Cường độ phát thải KNK
515,080 t
Chất thải tái chế
0
Tử vong do lao động
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.
Chứng nhận và tuân thủ
Tesla Energy holds 5 certifications covering quality management, environmental standards, and safety compliance.
ISO 9001
ISO 14001
ISO 45001
ISO 50001
ISO/IEC 27001
Dự án tham chiếu và nghiên cứu điển hình
Selected BESS projects officially disclosed by Tesla Energy. 12 documented projects with case studies available for download.
