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Rivian Automotive Q3โ€™25 Earnings Highlights

$RIVN (+0,05%)


๐Ÿ”น Revenue: $1.56B (Est. $1.49B) ๐ŸŸข; UP +78% YoY

๐Ÿ”น Adj. Loss/Share: ($0.65) (Est. ($0.71)) ๐ŸŸข

๐Ÿ”น Vehicles Delivered: 13,201 (Est. 12,972) ๐ŸŸข

๐Ÿ”น Production: 10,720 (Est. 10,487) ๐ŸŸข

๐Ÿ”น Gross Profit: $24M; +$416M YoY improvement

๐Ÿ”น Cash & Equivalents: $4.44B (Est. $4.09B) ๐ŸŸข


FY25 Outlook

๐Ÿ”น Vehicle Deliveries: 41,500โ€“43,500

๐Ÿ”น Adj. EBITDA Loss: $2.0Bโ€“$2.25B

๐Ÿ”น CapEx: $1.8Bโ€“$1.9B


Business & Operational Highlights

๐Ÿ”น R2 launch on track for 1Hโ€™26; validation builds expected by year-end

๐Ÿ”น Expanded Illinois plant to 215K annual capacity; broke ground on new Georgia facility (adds 400K units)

๐Ÿ”น Software & Services Revenue: $416M; UP +324% YoY

๐Ÿ”น Automotive Revenue: $1.14B; UP +47% YoY

๐Ÿ”น Hosting Autonomy & AI Day on Dec 11, 2025

๐Ÿ”น Announced Mind Robotics, raising ~$110M external seed capital

๐Ÿ”น Rivian Autonomy Platform: 70% increase in hands-free driving miles

๐Ÿ”น Over 850 chargers across 131 sites; 90% now open to all EVs


CEO Commentary โ€“ RJ Scaringe

๐Ÿ”ธ โ€œWeโ€™re making strong progress on R2 and our technology roadmap.โ€

๐Ÿ”ธ โ€œWe believe the future is fully electric, autonomous, and software-defined.โ€

๐Ÿ”ธ โ€œRivianโ€™s vertically integrated tech and direct ownership model position us to build a category-defining brand.โ€

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