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Tesla Energy explained: the quiet business that now carries Tesla's margins1:16

Tesla Energy explained: the quiet business that now carries Tesla's margins

Energy · October 20, 2026

Megapacks and Powerwalls earn Tesla more profit per dollar than its cars right now. Here is how big Tesla Energy has become, where the money comes from and what could slow it down.

Most headlines about Tesla are about cars, robotaxis and robots. But one of the healthiest parts of the company is its energy business: big Megapack batteries for the grid and Powerwall batteries for homes.

How big it is

  • Revenue: about $12.8 billion in 2025 and $3.14 billion in the second quarter of 2026.
  • Deployments: 13.7 GWh of storage in the third quarter of 2026, up almost 10% from a year earlier but below the record of 14.2 GWh in the fourth quarter of 2025, and below what analysts expected.
  • Margin: a gross margin of 20.4% in the second quarter, higher than Tesla's car business, where the margin excluding regulatory credits was 16.3%.

Where the money comes from

  • Megapack: large container batteries for utilities and data centers. This is by far the biggest part.
  • Powerwall: home batteries, often combined with solar panels, for backup and lower bills.
  • Software: Tesla's software operates storage systems and can trade their power on electricity markets, an extra source of income.

Why demand is strong

Electricity grids need storage to absorb solar and wind power and release it when demand peaks. AI data centers add a new wave of demand for reliable power. Batteries can be installed far faster than new power plants.

The risks

  • Competition: Chinese suppliers offer storage at very low prices.
  • Tariffs and rules: many cells still come from China, so US trade policy affects costs.
  • Lumpy quarters: big projects make deployments jump up and down from quarter to quarter.

What to watch

Energy margins in Tesla's quarterly results, the ramp of the new Megafactory in Texas, and the first Megablock projects.

This article is for information only and is not financial advice.

Sources

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Energy · October 21, 2026

Tesla Solar Roof is gone: what replaced it, and what Tesla solar looks like now

Tesla quietly ended its solar roof tiles in August. Its own 420-watt panels and Powerwall 3 are now the core offer. Here is what changed and what it means if you want Tesla solar.

1:12
Energy · October 17, 2026

Tesla Megablock explained: four Megapacks and a transformer in one 20 MWh building block

With Megablock, Tesla sells grid batteries as a pre-engineered block instead of loose parts. Here is what it contains and why it can make big battery projects cheaper and faster.

1:09
Energy · October 3, 2026

Tesla Energy deploys 13.7 GWh in Q3: growth continues, but slower than hoped

Tesla's battery storage business grew almost 10% from a year ago, yet missed analyst expectations by more than 2 GWh. Here is what is behind the numbers.

1:08
Energy · September 11, 2026

Tesla Energy lands 3 GWh Megapack deal for Italian battery projects

Italian developer Zhero and H1 Holdings will buy 3 GWh of Tesla Megapacks under long-term contracts. It is another sign that grid batteries are becoming one of Tesla's steadiest businesses.

1:41
Charging · September 16, 2026

Tesla's 'Accordion' Supercharger arrives on a truck: eight V4 stalls, 20% cheaper to install

Tesla has started rolling out a prefabricated Supercharger that ships with eight stalls, a cabinet and cabling in one package. The first one is live in Bavaria.

1:21
Optimus · September 15, 2026

From Model S to Optimus: how Tesla turned its Fremont flagship lines into a robot factory

The lines that built the Model S and Model X for more than a decade now build Optimus robots. Here is what changed in Fremont, the targets and the doubts.

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Robotaxi · September 11, 2026

Tesla takes the Cybercab on tour in Japan: Tokyo, Osaka and Nagoya

After its Austin launch, the Cybercab heads to Asia for a series of public displays. There are no rides or sales in Japan yet; it is about putting the robotaxi in front of the public.

1:30
Robotaxi · September 8, 2026

Tesla Cybercab specs explained: battery, range, weight and why it skips AC charging

A small battery, a light body and DC-only charging: the Cybercab's numbers show a car built for one job. Here is what is inside and what it tells us about Tesla's robotaxi plans.

1:08
FSD · September 8, 2026

Slovenia approves Tesla FSD Supervised: where in Europe you can use it now

Slovenia has become the sixth EU country to allow Tesla's FSD (Supervised). Here is the full list, how the approvals work and what European owners should know.

1:16
Robotaxi · September 6, 2026

More than 73,000 people raise their hand to buy Cybercabs for fleet use

Tesla opened an interest form for businesses that want to buy and run Cybercab fleets. The number of clicks is big, but it is a signal of curiosity, not a pile of orders.

1:33
Robotaxi · September 5, 2026

US safety regulator probes how Tesla certified the Cybercab, one day after launch

NHTSA has opened an audit into Tesla's claim that the steering-wheel-free Cybercab meets every federal safety standard. Here is what the agency wants to know and why it matters.

1:22
Robotaxi · September 4, 2026

Tesla Cybercab launches in Austin: a low-key event, then the first paid rides

Tesla's two-seat robotaxi without steering wheel or pedals made its debut in Austin. The launch itself was modest, but paying riders can now hail one through the Robotaxi app.

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Charging · August 28, 2026

Tesla Semi Megacharger network: where the US truck chargers are, and where they are going

Tesla's map shows 66 Megacharger sites across 15 US states, concentrated in Texas and California. Here is how the network is built and what it means for the Semi.

1:27
Charging · August 19, 2026

Tesla's Austin charging hub plans 80 wireless chargers, likely for the Cybercab

A permit for a large Tesla charging lot in south Austin includes 48 V4 Superchargers and, in a second phase, 80 wireless chargers. Here is why that points to the Cybercab.

1:18
Ecosystem · August 13, 2026

'All cars will have Starlink': Musk's prediction, and the Cybercab with a built-in dish

Elon Musk says every car will eventually connect via Starlink, and photos show a Cybercab with an antenna built into the rear. Here is what is known about satellite internet in Teslas.

1:22
Energy · August 6, 2026

First Megapack 3 rolls off the line at Tesla's new Texas Megafactory

Tesla has started production of the Megapack 3 in Brookshire, near Houston, in a factory designed for 50 GWh a year. Here is what is new about the battery and why it matters.

1:22
Software · July 23, 2026

FSD v14 Lite for Hardware 3: what older Teslas get, and what they never will

Tesla has started a wide rollout of FSD v14 Lite to cars with Hardware 3. It brings much of v14's smoother driving to older Model 3 and Model Y, but HW3 has reached its ceiling.

1:12
Earnings · July 23, 2026

Tesla Q2 2026 results: revenue holds, but profit shrinks as spending soars

Tesla's second quarter showed $28.2 billion in revenue, earnings well below expectations, a 1.4% operating margin and negative free cash flow. Here are the key numbers and what drove them.

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Models · May 11, 2026

End of an era: the last Tesla Model S and Model X roll off the line in Fremont

After 14 years of the Model S and 11 of the Model X, production has ended. The final car was a black Model S signed by the workers, and a 350-car Signature Edition says goodbye.

1:14
News · May 10, 2026

Cybertruck recalls: a new wheel recall, and what the 2025 recall wave means for owners

Tesla is recalling 173 Cybertrucks with 18-inch steel wheels over cracking stud holes. It follows three recalls covering nearly 116,000 trucks in 2025. Here is what owners should check.

1:17
News · April 2, 2026

Last call for the Model S and Model X: custom orders closed, inventory nearly gone

Tesla has stopped taking custom orders for its two flagship cars. The Model X appears sold out in the US and the Model S Plaid is hard to find. Here is what is still possible.

1:12
Models · February 20, 2026

Tesla cuts Cybertruck prices: new AWD base model from $59,990, Cyberbeast under $100,000

Tesla's updated 2026 Cybertruck lineup brings a cheaper dual-motor version and cuts about $15,000 from the top trims. Here is what you get, and what was removed.

1:12
Models · January 26, 2026

Cybertruck arrives in the Middle East: about 60 trucks delivered in Dubai on day one

Tesla has started Cybertruck deliveries in the UAE, its first market in the Middle East, and opened orders in Saudi Arabia, Qatar, Jordan and Israel. Here are the prices and why Europe is still off-limits.

1:09
News · January 22, 2026

Cybertruck sales almost halved in 2025: the numbers and the reasons

According to Cox Automotive, US Cybertruck sales fell 48% to about 20,200 in 2025. Here is what went wrong, from the end of the tax credit to price and politics.