(Bloomberg/Craig Trudell) Tesla Inc. took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting.
The carmaker posted estimates to its website showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 440,907 vehicles, an 11% drop.
While Teslas investor relations team has compiled sales estimates and shared averages selectively with analysts and investors for years, the company hasnt published the figures in the past.
This is highly unusual, Gary Black, co-founder of Future Fund Advisors, wrote on X. Obviously, someone at TSLA wanted the IR-derived consensus to be distributed as widely as possible, he added, speculating that Teslas deliveries are likely to be in the range of 420,000 vehicles.
Tesla is on course for its second consecutive drop in annual vehicle sales, with the company compiling an average estimate for 1.6 million deliveries, down more than 8% from a year earlier. The carmakers estimates for the next three years are also lower than averages compiled by Bloomberg.
The companys shares fell as much as 1.3% on Tuesday before erasing the decline.
Teslas sales plunged early in the year as the company retooled production lines at each of its assembly plants for the redesigned Model Y, its most popular vehicle. That period also coincided with Chief Executive Officer Elon Musk playing a polarizing role in the Trump administration.
Deliveries jumped to a record in the third quarter, when US consumers rushed to buy electric vehicles before $7,500 federal tax credits ceased at the end of September. Tesla partially offset the loss of those incentives at the beginning of the current quarter by rolling out stripped-down versions of the Model Y sport utility vehicle and Model 3 sedan each priced at under $40,000.
Teslas stock is poised to end the year higher despite its vehicle sales slump. The shares were up 14% through Mondays close, trailing the 17% rise in the S&P 500 Index.
More stories like this are available on bloomberg.com
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（彭博社/克雷格·特鲁德尔）特斯拉公司采取了非同寻常的举措，发布了一系列销售预估数据，表明其汽车交付前景可能低于许多投资者的预期。
该汽车制造商在其官网上发布的预估数据显示，分析师普遍预计该公司第四季度将交付42.285万辆汽车，同比下降15%。而彭博汇编的平均预测值为44.0907万辆，降幅为11%。
尽管特斯拉的投资者关系团队多年来一直编制销售预估数据，并有选择性地与分析师和投资者分享平均值，但该公司过去从未公开过这些具体数字。
未来基金顾问公司联合创始人加里·布莱克在社交平台X上发文称："这极不寻常。显然，特斯拉内部有人希望将这份基于投资者关系部门的共识预测尽可能广泛地传播。"他推测特斯拉本季度交付量可能达到42万辆左右。
特斯拉年度汽车销量或将连续第二年下滑，该公司预估平均交付量为160万辆，较去年同期下降逾8%。这家汽车制造商对未来三年的销量预期也低于彭博社汇编的平均预测值。
该公司股价周二一度下跌1.3%，随后收复失地。
特斯拉今年初销量骤降，因其各组装厂为重新设计的畅销车型Model Y改造生产线。同期，首席执行官埃隆·马斯克在特朗普政府中扮演了引发两极分化的角色。
第三季度电动汽车交付量飙升至创纪录水平，因美国消费者抢在9月底7500美元联邦税收抵免政策终止前争相购车。特斯拉在本季度初推出售价均低于4万美元的简化版Model Y运动型多用途车和Model 3轿车，部分抵消了税收优惠取消带来的影响。
尽管特斯拉汽车销量下滑，但其股价仍有望在年底实现上涨。截至周一收盘，该公司股价上涨14%，略低于标普500指数17%的涨幅。
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