The cars built by ARII are either sold outright or leased. Sales are recorded as revenue in the quarter delivered. Leased cars are recognized as revenue over the life of the lease (several years). If the 910 cars that were sold through the lease program had been sold instead of leased, ARII would have beat the revenue estimate by a very large amount.
Notice the stock is up this am. That is because the large sophisticated investors know that in the long run, it doesn't matter if a car is leased or sold.