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Ford Motor vs Tesla: F and TSLA compared
Ford Motor is the larger company: $49.5B of revenue in its latest quarter (Q3 2026) against $28.0B for Tesla (Q3 2026). Tesla is growing faster (-0.2% against -2% a year earlier). Ford Motor is more profitable, with an operating margin of 2.9% against 2.6%.
Where the money goes: F and TSLA
Ford Motor (F) · Q3 2026
Ford Motor, Q3 2026: revenue $49.5B (-2% year over year), operating margin 2.9%, net earnings $2.0B, operating cash flow $5.4B. The chart follows the revenue to costs, profit and cash.
Tesla (TSLA) · Q3 2026
Tesla, Q3 2026: revenue $28.0B (-0.2% year over year), operating margin 2.6%, net earnings $804M, operating cash flow $6.3B. The chart follows the revenue to costs, profit and cash.
| Ford Motor (F) | Tesla (TSLA) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $49.5B | $28.0B |
| Revenue growth, Y/Y | -2% | -0.2% |
| Gross margin | — | 19.6% |
| Operating margin | 2.9% | 2.6% |
| Net earnings | $2.0B | $804M |
| Net margin | 4.1% | 2.9% |
| Operating cash flow | $5.4B | $6.3B |
| Free cash flow | $3.1B | $1.5B |
| Market value | $51.1B | $1.22T |
| Analysts’ mean target | $15.14 | $413.10 |
Where the revenue comes from
Ford Motor
- Revenues from sales and services: $46.2B (93%)
- Leasing income: $1.5B (3%)
- Services and other revenue: $1.0B (2%)
- Used vehicles: $843M (2%)
Tesla
- Total revenues from sales and services: $27.6B (98%)
- Automotive leasing: $353M (1%)
- Automotive regulatory credits: $113M (0%)
Questions
Which is bigger, Ford Motor or Tesla?
Ford Motor is the larger company: $49.5B of revenue in its latest quarter (Q3 2026) against $28.0B for Tesla (Q3 2026).
Is Ford Motor or Tesla growing faster?
Tesla is growing faster (-0.2% against -2% a year earlier).
Which is more profitable, Ford Motor or Tesla?
Ford Motor is more profitable, with an operating margin of 2.9% against 2.6%.
More: Ford Motor earnings · how Ford Motor makes money · Tesla earnings · how Tesla makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 29, 2026; 10-Q filed Oct 22, 2026). Fiscal quarters can end on different dates. Not investment advice.