Tesla Looks Even Worse Than Rivals Based on Q1 Results
Most carmakers gave estimates of how much the Trump auto tariff would cost them. Tesla has yet to give guidance but most carmakers say that Q2 will be "horrible".
Tesla had the 3rd worst Q1 2025 earnings: Tesla had the weakest earnings in Q1 2025 after Nissan and Stellantis (which are facing insolvency), yet its share price has outperformed all of the top 15 rivals (see Figure 2).
Tesla has the lowest impact on profits from Trump’s 25% auto tariff: Tesla faces the least profit impact from Trump’s auto tariffs in …
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