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Wednesday, October 22, 2025

Tesla is selling unsold Cybertrucks to Elon Musk’s other companies.



There’s no publicly verified evidence that Tesla, Inc. is deliberately selling its products to another company of Elon Musk (or a peer company) solely to inflate its upcoming financial statements on earnings day.

 However, there are a few related facts and possible motivations that are worth discussing—so we can evaluate whether the idea is plausible.





✅ What is confirmed



  • Tesla reportedly sold unsold Cybertruck units (or moved them) to another Musk-related entity. One article titled “Tesla is selling unsold Cybertrucks to Elon Musk’s other companies” suggests this kind of transaction.  
  • Tesla also has a large energy division, Tesla Energy, which is part of Tesla itself. So internal transfers between divisions occur, or sales of components/products across business units, which is normal for a large, vertically integrated company.  






⚠️ Why this doesn’t necessarily mean “manipulating earnings”



  • Internal or affiliated‐company transactions can be legitimate—e.g., one Musk company might buy vehicles for corporate use (e.g., fleet vehicles) or for testing. That doesn’t automatically mean wrongdoing.
  • Companies already account for such related‐party transactions under accounting standards (e.g., disclosures under SEC rules) so they cannot arbitrarily inflate revenue without disclosure.
  • Inflating earnings on purpose can expose the company to regulatory risk, restatements, or enforcement actions. For a company like Tesla under high scrutiny, doing something blatantly misleading would be very risky.






🎯 Could this help upcoming earnings? Possibly—but with caveats



  • If Tesla transfers vehicles/products (even to a related firm), that could boost revenue or shipments in the short term. For example, moving “unsold” inventory out could reduce inventories and make gross margin look better.
  • On the flip side, if those vehicles aren’t sold to external independent customers, analysts and investors may scrutinize the quality of that “sale” and adjust their views accordingly.
  • Timing such a transaction near an earnings release could raise analytic eyebrows: “Why was this just moved now?”
  • So yes, a motivated party might see this as a way to improve visible figures (vehicle deliveries, revenue, inventory moves) ahead of a results announcement—but it doesn’t guarantee sustained benefit, and it may draw negative attention.






🔍 My conclusion



In simple terms: It’s plausible Tesla might engage in a related‐party transaction that improves metrics ahead of earnings. But there’s no clear proof that Tesla is doing so purely for earnings manipulation. If this were happening, it would be a high-risk strategy and likely properly disclosed (or at least subject to investor questions).


If you like, I can check Tesla’s recent 8-K filings and footnotes to see if any such related-party vehicle transfers or unusual end‐of‐quarter shipments have been disclosed. Would you like me to look into that?


 

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