With its showrooms vandalized, production lines paused and sales tanking overseas, Tesla Inc. has had a brutal start to 2025. The automaker is about the reveal just how rough it was.

Wall Street’s expectations have come down sharply in recent months as Chief Executive Officer Elon Musk’s political maneuvering fueled a consumer backlash that’s eroding global demand for the US’ top-selling electric vehicles. Tesla’s deliveries are also under pressure from a production slowdown tied to its updated Model Y SUV, a cooling EV market and broader economic uncertainty.