AleXandra Merz(@TeslaBoomerMama):Comparing Q4-25 (last table published) to today: • Split into 2 tables (Mega Caps + Car Makers), done by Grok Heavy (was not painless, but hopefully makes future quarters easier) • SpaceX added (#8 by market cap) • Tesla Cashflow from Operations up 27% ($14.7B → $18.7B) • Tesla still top-tier on Cash-to-Debt, Debt-to-Revenue & Altman Z • NVIDIA & AI names surged in both size and strength • Several rating upgrades (NVIDIA, Broadcom, AMD…) • Included many unrated car makers as got many questions for these • Tesla & SpaceX ratings still lag their actual balance sheet strength. Also note how the paid SpaceX rating differs from the not-paid Tesla one 🙄 @moodysratings @SPGlobalRatings

2026.08.16 17:05

Comparing Q4-25 (last table published) to today: • Split into 2 tables (Mega Caps + Car Makers), done by Grok Heavy (was not painless, but hopefully makes future quarters easier) • SpaceX added (#8# by market cap) • Tesla Cashflow from Operations up 27% ($14.7B → $18.7B) • Tesla still top-tier on Cash-to-Debt, Debt-to-Revenue & Altman Z • NVIDIA & AI names surged in both size and strength • Several rating upgrades (NVIDIA, Broadcom, AMD…) • Included many unrated car makers as got many questions for these • Tesla & SpaceX ratings still lag their actual balance sheet strength. Also note how the paid SpaceX rating differs from the not-paid Tesla one 🙄 @moodysratings @SPGlobalRatings