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
概述
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.
概覽
$94.83B
營收
134,785
員工人數
46.7 GWh
ESS 出貨量
產品
Tesla Energy offers 3 BESS products across 1 category: AC Block.
AC Block
Megapack 2 XL 3.9 MWh
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Megapack 3
查看規格
Megablock
查看規格
全球據點
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
設施
總部
Austin, Texas, USA
生產
Lathrop, California, USAShanghai, ChinaSparks, Nevada, USANear Houston, Texas, USA
財務數據及報告
Tesla Energy is publicly listed (NASDAQ: TSLA). Key figures from FY2025. Annual report available for download.
關鍵數據
$94.83B
營收
$3.79B
淨利
29.8% (storage)
毛利率
$6.41B
研發支出
134,785
員工人數
46.7 GWh
ESS 出貨量
$12.77B
ESS 營收
BBB (S&P)
信用評等
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.
股價表現
永續發展
Tesla Energy publishes an ESG report covering environmental, social, and governance practices. Key metrics from 2025.
ESG 關鍵數據
+5% YoY per $1M rev
溫室氣體強度
515,080 t
廢棄物回收率
0
工作相關死亡
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.
認證與合規
Tesla Energy holds 5 certifications covering quality management, environmental standards, and safety compliance.
ISO 9001
ISO 14001
ISO 45001
ISO 50001
ISO/IEC 27001
參考案例與個案研究
Selected BESS projects officially disclosed by Tesla Energy. 12 documented projects with case studies available for download.
