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Tesla Inc   (NASDAQ: TSLA)
 

Tesla Inc's Suppliers Performance

TSLA's Supply Chain




 
TSLA Costs vs Sales of Suppliers Growth Tesla Inc's Suppliers recorded an increase in sales by 2.58 % year on year in Q3 2026, from the previous quarter, sales fell by -3.46 %, Tesla Inc's cost of sales deteriorated by -2.12 % year on year, relative to one quarter ago cost of sales fell by -3.97 % in Q3.

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Tesla Inc's Suppliers recorded an increase in sales by 2.58 % year on year in Q3 2026, from the previous quarter, sales fell by -3.46 %, Tesla Inc's cost of sales deteriorated by -2.12 % year on year, compare to one quarter ago cost of sales fell by -3.97 % in Q3.

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Tesla Inc's Comment on Supply Chain


The company sources raw materials including aluminum, steel, lithium, nickel, and copper. Pricing for these materials fluctuates based on market conditions such as supply and demand and market speculation. The company seeks to secure long-term supply contracts at competitive prices and actively manages its raw material supply to meet operational requirements. It also works to localize and de-risk supply chains across regions, including vertical integration through the operation of an in-house lithium refinery in Texas, which began in January 2026.

Tesla Inc's Comment on Supply Chain


The company sources raw materials including aluminum, steel, lithium, nickel, and copper. Pricing for these materials fluctuates based on market conditions such as supply and demand and market speculation. The company seeks to secure long-term supply contracts at competitive prices and actively manages its raw material supply to meet operational requirements. It also works to localize and de-risk supply chains across regions, including vertical integration through the operation of an in-house lithium refinery in Texas, which began in January 2026.


TSLA's Suppliers Net Income grew by TSLA's Suppliers Net margin grew in Q3 to
6.78 % 15.2 %
TSLA's Suppliers Net Income grew by 6.78 %


TSLA's Suppliers Net margin grew in Q3 to 15.2 %


Tesla Inc's Suppliers Sales Growth in Q3 2026 by Industry

Suppliers from Chemical Manufacturing Industry      4.92 %
Suppliers from Iron & Steel Industry      24.15 %
Suppliers from Miscellaneous Fabricated Products Industry      37.05 %
Suppliers from Miscellaneous Manufacturing Industry      7.92 %
Suppliers from Industrial Machinery and Components Industry      7.52 %
Suppliers from Conglomerates Industry -52.02 %   
Suppliers from Auto & Truck Parts Industry      5.51 %
Suppliers from Electric & Wiring Equipment Industry      15.9 %
Suppliers from Medical Equipment & Supplies Industry      1.03 %
Suppliers from Professional Services Industry      6.15 %
Suppliers from IT Infrastructure Industry      8.28 %
Suppliers from Software & Programming Industry      26 %
Suppliers from Railroads Industry      14.53 %
     





TSLA's vs. Suppliers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Tesla Inc 1,319,731.05 103,570.00 3,262.00 134,785
Intel Corporation 436,698.24 57,032.00 -11,377.00 85,100
Classover Holdings Inc 0.00 2.83 -9.57 12
Li Auto Inc 24,630.65 15,626.99 162.94 6,041
Jabil Inc 28,481.30 33,590.00 861.00 135,000
Albemarle Corporation 12,727.65 5,907.90 278.49 7,800
SUBTOTAL 21,870,311.31 4,154,736.76 743,308.92 8,120,582
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Sources: Tesla Inc 's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
Updated on:
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