TSLA · News · 20260804N

Energy Storage Growth

Tesla, Inc. · 2026-08-04 · Importance 46 · Surprise 56

Tesla began producing Megapack 3 batteries at its new Brookshire, Texas, Megafactory. Energy storage deployments increased 41% year over year in the second quarter, materially exceeding the 10% inclusion threshold. The Megapack segment reported a 20.4% gross margin versus 16.9% for Tesla’s automotive business. The deployment growth and higher reported margin highlight Energy Generation and Storage as an increasingly important contributor relative to vehicle operations.

Key facts

• NRG reported a 29.72% decline over the past year and announced a new data-center project in Texas. source
• NRG Energy stock hit a 52-week low of $120.11 and later had an 8.94% rebound. source