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Tesla posts Q1 revenue that beats expectations despite supply chain challenges

Tesla posts Q1 revenue that beats expectations despite supply chain challenges

尽管面临供应链挑战,特斯拉仍公布第一季度营收超出预期
CnEVPost ·  2022/04/20 21:05

Tesla (NASDAQ: TSLA) warned of supply chain issues when it released its fourth-quarter earnings in January, and they apparently remain one of the main challenges over the past few months, but the company still saw record first-quarter revenue.

特斯拉(纳斯达克代码:TSLA)在1月份发布第四季度财报时警告了供应链问题,这些问题显然仍是过去几个月的主要挑战之一,但该公司第一季度营收仍创下纪录。

Tesla reported revenue of $18.76 billion in the first quarter, up 81 percent from a year earlier and above Wall Street analysts' expectations of $17.92 billion, according to its earnings report, which was released after the US stock market closed on Wednesday.

周三美国股市收盘后发布的收益报告显示,特斯拉第一季度营收为187.6亿美元,同比增长81%,高于华尔街分析师179.2亿美元的预期。

It reported a gross profit of $5.46 billion in the first quarter, up 147 percent from a year earlier.

该公司报告称,第一季度毛利润为54.6亿美元,同比增长147%。

The company saw a gross margin of 29.1 percent in the first quarter under GAAP, which is 24.7 percent in the fourth quarter last year and above analysts' expectations of 25.8 percent.
Tesla's vehicle gross profit was $5.54 billion in the first quarter, up 132 percent year-on-year.

根据公认会计原则,该公司第一季度的毛利率为29.1%,高于去年第四季度的24.7%,高于分析师预期的25.8%。
特斯拉第一季度汽车毛利为55.4亿美元,同比增长132%。

Under GAAP, the vehicle margin was 32.9 percent, 6.36 percentage points higher than in the first quarter last year and above analyst estimates of 28.4 percent and 30.6 percent in the fourth quarter last year.

根据通用会计准则,车辆利润率为32.9%,比去年第一季度高出6.36个百分点,高于分析师去年第四季度预测的28.4%和30.6%。

Tesla delivered a record 310,048 vehicles in the first quarter, up 67.77 percent from 184,800 in the same period last year, according to data released earlier this month. But that's up just 0.47 percent from 308,600 vehicles in the fourth quarter of last year.

根据本月早些时候发布的数据,特斯拉在第一季度交付了创纪录的310048辆汽车,比去年同期的18.48万辆增长了67.77%。但与去年第四季度的30.86万辆相比,这一数字仅增长了0.47%。

The company reported a non-GAAP adjusted net income of $3.74 billion in the first quarter, up 255 percent year on year.

该公司报告称,第一季度非GAAP调整后的净收入为37.4亿美元,同比增长255%。

It reported GAAP adjusted earnings per share (EPS) of $3.22, up 246 percent year-on-year and above analysts' estimates of $2.27.

该公司公布的GAAP调整后每股收益(EPS)为3.22美元,同比增长246%,高于分析师预测的2.27美元。

The company reported free cash flow of $2.23 billion in the first quarter, up 660 percent year-on-year and above analysts' expectations of $671.8 million.

该公司公布第一季度自由现金流为22.3亿美元,同比增长660%,高于分析师预期的6.718亿美元。

It ended the quarter with $17.51 billion in cash and cash equivalents, below analysts' expectations of $18.63 billion.

该季度末,该公司的现金和现金等价物为175.1亿美元,低于分析师预期的186.3亿美元。

Tesla said supply chain-related challenges continue, and its team has been navigating them for more than a year.

特斯拉表示,供应链相关的挑战仍在继续,其团队一年多来一直在应对这些挑战。

"In addition to chip shortages, recent Covid-19 outbreaks have been weighing on our supply chain and factory operations," Tesla said.

特斯拉表示:“除了芯片短缺外,最近爆发的新冠肺炎疫情还给我们的供应链和工厂运营带来了压力。”

"Furthermore, prices of some raw materials have increased multiple-fold in recent months. The inflationary impact on our cost structure has contributed to adjustments in our product pricing, despite a continued focus on reducing our manufacturing costs where possible," it added.

“此外,近几个月来,一些原材料的价格上涨了好几倍。通胀对我们成本结构的影响推动了我们产品定价的调整,尽管我们继续专注于尽可能降低我们的制造成本,”该公司补充道。

Tesla said it plans to expand manufacturing capacity as soon as possible and, as in the fourth quarter of last year, continues to expect annual growth in vehicle deliveries to exceed 50 percent for many years.

特斯拉表示,计划尽快扩大制造产能,并像去年第四季度一样,继续预计汽车交货量的年增长率将在多年内超过50%。

The company's CEO, Elon Musk, said on a conference call that Tesla has reasons to achieve a 60 percent growth rate in shipments this year and remains confident that shipments will grow at an average annual rate of 50 percent over multiple years.

该公司首席执行官埃隆·马斯克在电话会议上表示,特斯拉有理由实现今年出货量60%的增长,并对未来几年出货量将以年均50%的速度增长充满信心。

Musk said the inflation problem is more severe than officially reported and is likely to last a full year in 2022.

马斯克说,通胀问题比官方报告的更严重,可能会在2022年持续一整年。

After raising the price of its vehicles in China and the US in the first quarter, Tesla has no intention of continuing to raise prices in the near future, which Musk said is because the current prices are for cars delivered in the next 6 to 12 months.

特斯拉在第一季度上调了在中国和美国的汽车价格后,近期无意继续提价,马斯克表示,这是因为目前的价格是针对未来6到12个月交付的汽车。

Musk responded to questions related to the shutdown of Giga Shanghai, one of its most important factories, which has been the focus of investor attention since the end of March.

马斯克回应了与其最重要的工厂之一Giga Shanghai关闭有关的问题,自3月底以来,Giga Shanghai一直是投资者关注的焦点。

He said the Shanghai plant will produce roughly the same amount of cars in the second quarter as it did in the first quarter, but will grow rapidly in the third and fourth quarters.

他说,上海工厂第二季度的汽车产量将与第一季度大致相同,但第三季度和第四季度将快速增长。

Musk believes Tesla will still produce more than 1.5 million vehicles this year.

马斯克认为,特斯拉今年的汽车产量仍将超过150万辆。

Tesla's Shanghai plant shut down production when the city went into a phased lockdown from March 28 and resumed limited production on April 19. The city is still in lockdown.

特斯拉的上海工厂在3月28日进入分阶段封锁时停产,并于4月19日恢复有限生产。该市仍处于封锁状态。

The plant, which currently produces only Model 3 and Model Y models, produced close to 500,000 electric vehicles for the entirety of last year, with production approaching 10,000 vehicles per week.

该工厂目前只生产Model 3和Model Y车型,去年全年生产了近50万辆电动汽车,每周产量接近1万辆。

In addition, earlier this month, Musk said Tesla will launch a dedicated self-driving cab with a hip look, but did not disclose a specific time frame.

此外,本月早些时候,马斯克表示,特斯拉将推出一款外观时尚的专用自动驾驶出租车,但没有透露具体的时间框架。

During the earnings call, Musk said Tesla is working on a Robotaxi that will not be equipped with either a steering wheel or foot pedals.

在财报电话会议上,马斯克表示,特斯拉正在研发一款不会配备方向盘或脚踏板的机器人出租车。

Tesla will hold an event to unveil the Robotaxi vehicle in 2023, with the goal of achieving mass production in 2024, he said.

他说,特斯拉将在2023年举行一场活动,揭开Robotaxi汽车的面纱,目标是在2024年实现大规模生产。

Tesla fell 4.96 percent to $977.2 in regular trading Wednesday but rose 5.57 percent in after-hours trading.

周三,特斯拉在常规交易中下跌4.96%,至977.2美元,但在盘后交易中上涨5.57%。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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