Overview

• The company delivered its strongest quarter ever with EPS of $1.28, $4.84 billion in revenue and $308 million in profit, powering an 11% jump in after-hours trading.
• Retail unit sales climbed 41% year over year to 143,280 units, far outpacing the broader market’s sub-5% growth.
• Operations expense per retail unit fell by $150 and delivery times improved by 0.7 days, boosting throughput and customer experience.
• April tariff announcements added about $100 in gross profit per unit, providing a temporary macro-driven tailwind.
• Management reaffirmed a goal of selling three million retail units annually within five to ten years, implying sustained double-digit sales growth.