Tesla TSLA

How much of Tesla's U.S. consumer revenue is funded by new credit? Read the estimate, then inspect the evidence.

2026-Q1 · estimated DFR% of U.S. consumer revenue

8.16%

Midpoint with 80% bandTier 1–3Provenance

Low6.10%Midpoint8.16%High11.40%

Estimated 80% band · share of U.S. consumer revenue

View chart data and provenance

Text equivalent for the current estimated DFR% band for Tesla.
Period	2026-Q1
Estimated 80% band	6.10% to 11.40% of U.S. consumer revenue
Estimated midpoint	8.16% of U.S. consumer revenue
Evidence	Tier 1–3
Provenance	Company evidence and assumptions

Estimated midpoint: $916 million debt-funded consumer revenue / $11,198 million estimated U.S. consumer revenue.

2026-Q1 · share of estimated debt-funded revenue

Tier 1 0.0%Tier 2 91.2%Tier 3 8.8%

View chart data and provenance

Text equivalent for the evidence-tier decomposition of estimated debt-funded revenue.
Component	Share	Meaning
Tier 1	0.0%	Observed company financing link
Tier 2	91.2%	Category-mapped allocation
Tier 3	8.8%	Fungible proportional allocation
Provenance	Company evidence and registered assumptions

Tier definitions

T1 — Observed: A company disclosure directly links financing to sales.
T2 — Category-mapped: Credit is mapped to spending categories, then to companies using registered weights.
T3 — Fungible: Credit that cannot be assigned directly is allocated broadly by estimated consumer revenue, with the widest uncertainty.

Tier percentages show how the estimate was constructed—not confidence scores. Full methodology

2026-Q1 · multiple of Tier 3 baseline

5.34x

Evidence LiftDefinition

DFR% midpoint divided by this company's 1.53% pure-fungibility baseline.

Evidence-supported

History

2026-05-22 · 2026-Q1 refresh

Estimated 5.15%–9.66% of U.S. consumer revenue
Midpoint 6.89%

UPDATED_TTM_FROM_10Q · Versioned source record

2026-08-19 · 2026-Q2 refresh

Estimated 4.77%–8.90% of U.S. consumer revenue
Midpoint 6.37%

UPDATED_TTM_FROM_10Q · Versioned source record

2026-08-06 · 2026-Q1 methodology snapshot

Estimated 6.10%–11.40% of U.S. consumer revenue
Midpoint 8.16%

View chart data and provenance

Text equivalent for every versioned estimated DFR% band in the history chart.
Effective date	Record	Estimated low	Estimated midpoint	Estimated high	Status and provenance
2026-05-22	2026-Q1 refresh	5.15% of U.S. consumer revenue	6.89% of U.S. consumer revenue	9.66% of U.S. consumer revenue	UPDATED_TTM_FROM_10Q · Versioned source record
2026-08-19	2026-Q2 refresh	4.77% of U.S. consumer revenue	6.37% of U.S. consumer revenue	8.90% of U.S. consumer revenue	UPDATED_TTM_FROM_10Q · Versioned source record
2026-08-06	2026-Q1 methodology snapshot	6.10% of U.S. consumer revenue	8.16% of U.S. consumer revenue	11.40% of U.S. consumer revenue	VERSIONED_BASELINE · Versioned source record

Refresh records are append-only. A new filing adds a record; it never replaces the earlier band.

Input	Evidence	Tier
Financing-to-sales link	No company-specific observed financing line is registered. This estimate begins with category-mapped and fungible inputs.	Tier 1 0.0%
Revenue denominator	Pinned SEC XBRL filing; U.S. consumer share is registered as an assumption.	Tier 2

Top five assumptions by absolute correlation with the estimated band.