What is Tesla's backlog?

Tesla reported $10.7B of remaining performance obligations at 30 Sep 2026, up 10% from a year earlier and up 7% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.02.

Tesla (TSLA) backlog: remaining performance obligations

How much revenue Tesla already has under contract, how fast it converts, and who it is with.

Data as of 7 Nov 2026.

Open the interactive Backlog view Tesla competitor analysis

Tesla reported $10.7B of remaining performance obligations at 30 Sep 2026, up 10% from a year earlier and up 7% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.02.
Net new backlog added in the latest quarter: $680M.
Customer prepayments (contract liabilities) cover 43.4% of the backlog.
Twelve-month book-to-bill: 1.01, i.e. 1.01 of new orders for every 1 of revenue recognised.
Backlog growth minus revenue growth: +2 points — orders are running ahead of revenue.
By backlog size it ranks 71st among US filers the cockpit tracks.

Tesla backlog history

Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).

Amounts in USD. Source: SEC XBRL filings.
Quarter end	Backlog (RPO)	TTM revenue	Coverage	Customer prepayments
30 Sep 2026	$10.7B	$104B	0.1 yrs	$4.66B
30 Jun 2026	$10.1B	$104B	0.1 yrs	$3.43B
31 Mar 2026	$10.2B	$97.9B	0.1 yrs	$3.44B
31 Dec 2025	$10.4B	$94.8B	0.1 yrs	$3.87B
30 Sep 2025	$9.71B	$95.6B	0.1 yrs	$3.76B
30 Jun 2025	$10.4B	$92.7B	0.1 yrs	$3.24B
31 Mar 2025	$9.95B	$95.7B	0.1 yrs	$3.24B
31 Dec 2024	$7.18B	$97.7B	0.1 yrs	$3.60B
30 Sep 2024	$6.61B	$97.2B	0.1 yrs	$3.03B
30 Jun 2024	$5.71B	$95.3B	0.1 yrs	$2.79B
31 Mar 2024	$3.86B	$94.7B	0.0 yrs	$3.02B
31 Dec 2023	$3.43B	$96.8B	0.0 yrs	$3.54B

Questions

What is Tesla's backlog?: Tesla reported $10.7B of remaining performance obligations at 30 Sep 2026, up 10% from a year earlier and up 7% from the previous quarter. That is 0.1 years of trailing revenue already under contract. Book-to-bill last quarter: 1.02.

About these numbers

Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.