The Accountant
Active Member
My conservative numbers on margins come from my concern that the higher sales within China have lower margins as pricing is much lower. I have heard from some analysts that the margins within China is higher but I will bake that in when I see it. So we have huge upside to my numbers here potentially.So only a 0.7% bump in GM (2.4% change)? Seems like removal of radar, phase in of price increases, reduction in EoQ expedite fees, and increased units across existing plants (including 2.5k more S/X deliveries compared to Q3) should all boost the numbers, though I don't know by how much.
Is the drop in credits % due to dilution of amount across higher revenue? With the issues other OEMs are having, seems like they may be in high demand.
Thanks !
On Regulatory credits, I am assuming that this will drop each qtr going forward just based on comments that Zach has made in the past. There can be an upside here too.