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Rivian Ends 2025 With Lower Deliveries, Shifts Focus to Lower-Priced R2

Investors view the cheaper R2 as the next proof point for a move toward sustainable profits.

Overview

  • Rivian reported delivering fewer vehicles in 2025 than in either 2024 or 2023.
  • Third-quarter revenue rose 78% year over year to about $1.56 billion, generating a $24 million gross profit.
  • Automotive gross profit remained negative at roughly $130 million in Q3, an improvement of $249 million from a year earlier.
  • Deliveries totaled 13,201 in Q3 and 9,745 in Q4, still below the quarterly peak of 15,564 set in Q3 2023.
  • R2 SUVs are positioned as significantly cheaper than R1 models, and investors expect the launch to help reenergize deliveries.