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2023年7月14日

——%特斯拉分析师预计第二季EPS打6%,但告诉投资者关注4“更重要”7月14日,2023 2:07点| 2分钟读有力的反驳要点加里黑色预计特斯拉的毛利率将合同作为其车辆的公司提供折扣来推动销售。特斯拉的财报将于周三下跌市场收盘后(7月19日)。剩下不到一个星期,直到特斯拉公司的分析师厂商第二季度收益报告,为公司提供了他的估计。分解:加里黑色、联合创始人和未来基金的管理合伙人,预测,特斯拉的第二季度调整后每股收益0.87美元附近。这个数字高于前一季度的0.85美元,去年同期为0.76美元。共识估计达到每股0.82美元。黑色的估计是基于以下假设:汽车毛利率,排除监管信用,为18%,而第一季度的19%,去年同期为26.2%。华尔街的预测是18.2%。监管信用额度为3.4亿美元,低于第一季度的5.21亿美元。汽车平均销售价格,不包括监管信用,45000美元,减少从第一季度的46000美元,去年同期为56000美元。 Energy revenue of $1.9 billion, resulting in a profit of $289 million with a 15% gross margin. A 2.5% year-over-year increase in research and development (R&D) expenses and a 3.9% increase in selling, general, and administrative (SG&A) expenses. Focus Items: According to Black, management commentary on several key aspects will be more important than the adjusted earnings per share. These include the fiscal year 2023 deliveries guidance, the trajectory of the auto gross margin (excluding credits), the timing of the first Cybertruck deliveries , and the recognition of deferred revenue from full-self driving. The Wall Street estimate predicts Tesla’s revenue to be $24.57 billion, marking a 45.10% increase from the $16.93 billion reported a year ago and a 5.3% increase from the previous quarter’s $23.33 billion. Worry Factors: Investor concern revolves around the impact on margins due to significant discounts offered by Tesla on its new inventory vehicles across different regions. However, vehicle prices stabilized in the second quarter after substantial reductions announced earlier in the year. Q2 Call In Focus: Tesla is scheduled to release its earnings report on July 19 after the market close, followed by an earnings call where CEO Elon Musk and the management team will provide commentary and answer questions from shareholders and analysts. Price Action: Tesla closed Thursday's session up 2.17% at $277.90, according to Benzinga Pro data. Check out more of Benzinga’s Future Of Mobility coverage by following this link .