earnings
confidence high
sentiment positive
materiality 0.85
Rivian Q3 revenue $1.56B (+78% YoY), first consolidated gross profit $24M; R2 on track for H1 2026
Rivian Automotive, Inc. / DE
2025-Q3 EPS reported
-$2.42
revenue$4,101,000,000
- Revenue $1,558M (+78% YoY); automotive $1,142M (+47%), software & services $416M (+324%).
- Consolidated gross profit $24M vs. -$392M loss Q3 2024; automotive gross loss improved to -$130M.
- Delivered 13,201 vehicles (highest quarter expected for 2025); produced 10,720 vehicles.
- FY2025 guidance: deliveries 41,500-43,500; Adj. EBITDA -$2,000M to -$2,250M; CapEx $1.8-1.9B.
- R2 launch prep on track for H1 2026; new Georgia plant groundbreaking; Autonomy & AI day Dec 11.