TickerBrief

Automakers compared

Updated September 4, 2026 — 5 companies: F, GM, TSLA, RIVN, LCID.

Tesla against the other US-listed carmakers: revenue, margins, cash flow, and quarterly vehicle deliveries.

At a glance

CompanyMarket capRevenueGross marginOperating marginNet marginFree cash flow
F Ford Motor Company$58.1B$189.9B8.0%-3.8%-3.2%$9.5B
GM General Motors Company$76.7B$185.5B—1.0%1.1%$14.4B
TSLA Tesla, Inc.$1.4T$103.6B18.9%4.2%3.7%$5.8B
RIVN Rivian Automotive, Inc.$22.7B$5.9B7.5%-60.1%-55.0%-$3.5B
LCID Lucid Group, Inc.$1.8B$1.5B-96.6%-263.6%-249.2%-$5.1B

Revenue, margins and free cash flow cover the twelve months to Q2 '26 (F to Q1 '26, which has not filed since), summed from each company's quarterly filings with the SEC. Market capitalization is market data as of September 4, 2026. Companies are listed largest by revenue first. A column no company in this sector reports is left out rather than filled with dashes.

Share price and valuation

Share performance, one year
-91%-6%78%Sep '25Nov '25Jan '26Apr '26Jun '26Sep '260.0%0.5%8.5%2.7%9.5%10.4%11.6%15.2%23.3%15.1%16.2%23.4%-0.1%-4.0%8.8%3.4%14.7%38.3%19.5%18.4%22.2%21.0%19.8%25.2%0.0%1.9%3.4%-0.3%15.0%17.8%30.8%42.8%46.4%36.6%38.0%38.9%24.5%25.1%33.8%32.2%28.7%40.6%36.9%33.9%36.7%53.3%48.2%50.9%0.0%23.1%27.0%32.2%31.2%19.3%34.4%44.4%28.7%28.6%25.6%20.7%15.6%4.9%15.8%12.7%24.7%25.2%17.1%24.0%11.9%-5.0%1.9%4.6%0.0%7.2%-0.4%-4.5%-8.8%7.4%31.0%58.8%45.2%15.0%9.2%13.9%8.5%5.8%19.8%19.7%0.7%26.2%18.7%47.0%29.6%13.6%16.9%14.9%0.0%26.9%53.3%23.1%1.2%-22.8%-17.0%-23.9%-30.4%-34.2%-32.4%-34.5%-38.7%-43.4%-49.2%-60.6%-62.6%-61.8%-68.2%-58.8%-54.7%-58.5%-65.2%-71.0%0.0%2.0%3.3%3.6%4.1%2.2%5.7%5.8%6.4%6.9%6.8%6.3%2.0%-2.4%8.0%10.9%13.9%17.0%14.1%15.9%15.5%18.8%17.5%18.7%

Percent change in the closing price since September 4, 2025, excluding dividends.

CompanyYTD return1-year returnP/E (TTM)P/S (TTM)Dividend yield
F Ford Motor Company+11.4%+25.2%—0.3×4.1%
GM General Motors Company+7.9%+50.9%37.7×0.4×0.8%
TSLA Tesla, Inc.-21.3%+4.6%366.1×13.4×—
RIVN Rivian Automotive, Inc.-20.1%+14.9%—3.9×—
LCID Lucid Group, Inc.-55.7%-71.0%—1.1×—

Returns and dividend yields are market data — daily closing prices for each listing, with yield the trailing twelve months of dividends against the latest close. P/E and P/S divide the market capitalization above by the same trailing-twelve-month net income and revenue as the first table, so each ratio mixes market data with SEC filings. F, RIVN and LCID ran a trailing loss, so no P/E is shown — price against negative earnings is not a ratio. A dash under dividend yield means no dividend was paid in the window.

Size and cash generation

Revenue, trailing twelve months
FF$189.9BGMGM$185.5BTSLATSLA$103.6BRIVNRIVN$5.9BLCIDLCID$1.5B
Free cash flow, trailing twelve months
FF$9.5BGMGM$14.4BTSLATSLA$5.8BRIVNRIVN-$3.5BLCIDLCID-$5.1B

Operating cash flow less capital expenditure. Bars below the line are cash burned, not generated.

Revenue by quarter

Quarterly revenue
$0$29.0B$58.1BQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26$46.2B$48.2B$40.7B$50.2B$50.5B$45.9B$43.3B$48.8B$47.7B$44.0B$47.1B$48.6B$45.3B$43.6B$48.0B$25.2B$25.7B$19.3B$22.5B$28.1B$24.9B$22.4B$28.2B$874M$1.7B$1.2B$1.3B$1.6B$1.3B$1.4B$1.7B$200M$234M$235M$259M$337M$523M$282M$405M

Margins by quarter

Gross margin
-61%-12%38%Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '2613.0%14.3%13.5%11.8%14.1%-12.5%18.4%19.8%16.3%16.3%17.2%18.0%20.1%21.1%16.8%-44.9%9.8%16.6%-15.8%1.5%9.3%8.6%10.8%-106.2%-89.0%-97.2%-105.0%-99.1%-80.7%-110.4%-105.3%

The scale is set by the largest companies. LCID runs past it — those points sit on the edge as hollow markers, with the real figure on hover. Gaps mean the company did not report that line for the quarter. GM does not report this line, so it is not plotted.

Operating margin
-34%-7%20%Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '261.9%2.6%0.8%1.0%3.1%-25.2%5.4%7.5%3.2%7.6%4.5%2.2%-8.1%6.7%3.0%10.8%6.2%2.1%4.1%5.8%5.7%4.2%1.4%-133.8%-38.1%-52.8%-85.5%-63.1%-64.8%-63.8%-50.4%-385.2%-312.6%-294.4%-309.5%-279.9%-203.7%-350.3%-267.0%

The scale is set by the largest companies. RIVN and LCID run past it — those points sit on the edge as hollow markers, with the real figure on hover. Gaps mean the company did not report that line for the quarter.

Vehicle deliveries

What each company reported delivering, quarter by quarter. Every figure links to the release it was taken from.

vehicle deliveries, Q2 '26
FF1,039,000GMGM990,000TSLATSLA480,126RIVNRIVN12,194LCIDLCID3,953
vehicle deliveries by quarter
0898,5161,797,033Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '261,095,0001,188,000971,0001,185,0001,156,0001,083,000934,0001,039,0001,475,0001,039,000912,0001,539,0001,563,000937,000899,000990,000462,890495,570336,681384,122497,099418,227358,023480,12610,01814,1838,64010,66113,2019,74510,36512,1942,7813,0993,1093,3094,0785,3453,0933,953
CompanyQ3 '25Q4 '25Q1 '26Q2 '26Year on year
F Ford Motor Company1,156,0001,083,000934,0001,039,000-12.3%
GM General Motors Company1,563,000937,000899,000990,000-35.7%
TSLA Tesla, Inc.497,099418,227358,023480,126+25.0%
RIVN Rivian Automotive, Inc.13,2019,74510,36512,194+14.4%
LCID Lucid Group, Inc.4,0785,3453,0933,953+19.5%

Each company's own global total for the quarter, as it reported it — a quarter a company has not reported, or reported only for one region, is left blank rather than estimated. These counts are gathered from the companies' published releases (linked on every figure), not from their SEC filings, and are refreshed periodically rather than daily.

Company pages

Revenue, profit, margin and cash-flow figures come from the companies' filings with the U.S. Securities and Exchange Commission. Trailing-twelve-month totals are the sum of the four most recent reported quarters, which is why they can cover slightly different periods for companies with different fiscal calendars.

This content is for informational purposes only and is not investment advice. Always do your own research before making financial decisions.