secwatch.observer — SEC 8-K summary
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Issuer:     Rivian Automotive, Inc. / DE (RIVN)
CIK:        0001874178
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001874178-26-000007
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Rivian Q4 rev $1.29B (-26% YoY); FY gross profit $144M; 2026 delivery guidance 62k-67k
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- Q4 consolidated revenue $1,286M (-26% YoY); automotive rev $839M (-45%) on lower regulatory credits and deliveries; software & services rev $447M (+109% on VW JV).
- Full year 2025 gross profit $144M vs $(1,200M) in 2024, a >$1.3B improvement driven by software/services, higher ASPs, and lower cost per vehicle.
- Q4 deliveries 9,745; FY deliveries 42,247; Q4 production 10,974; FY production 42,284.
- R2 customer deliveries expected Q2 2026; validation builds completed; Autonomy Day introduced RAP1 processor.
- 2026 guidance: deliveries 62,000-67,000; Adj. EBITDA $(2.1B)-$(1.8B); CapEx $1.95B-$2.05B.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1874178/000187417826000007/0001874178-26-000007-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1874178/000187417826000007/rivn-20260212.htm
  HTML page:      https://secwatch.observer/filing/0001874178-26-000007

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