I dont understand why why you say this:
The guidance was 17,000 - 19,000 and they delivered 17,400. That would appear to be pretty accurate guidance. In fact, best I can determine they have only missed their guidance once, Q4 2014 when they had trouble building out the first P85Ds.
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To be fair, this guidance was revised downwards and people had hoped that X production would have been higher. I see this as a glass half full situation because it implies that they could still get a nice bump when X production ramps up. The stock is off 8% as I type this, so I think it is fair the call the numbers lackluster.