NASDAQ$RIVN

Rivian Automotive · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Rivian Automotive reported higher revenues and a reduced net loss for the second quarter ended June 30, 2026.

Rivian delivered 12,194 vehicles in Q2 2026, generating $1.66 billion in revenue, a 27% increase year-over-year. The company narrowed its net loss to $837 million from $1.12 billion in the prior-year quarter, driven by improved automotive gross profit and higher software and services revenue. Cash and cash equivalents stood at $3.59 billion at quarter end.

  • Total revenue reached $1.66 billion, up 27% from $1.30 billion in Q2 2025, led by growth in both automotive and software/services segments.
  • Vehicle deliveries increased 14% to 12,194 units while production rose to 12,613 vehicles.
  • Net loss improved to $837 million ($0.63 per share) from $1.12 billion ($0.97 per share) year-over-year.
  • Software and services revenue grew 37% to $515 million, contributing to a positive gross profit of $179 million.

Headline financials

Total Revenue

$1.3B

Previous: $1.16B+12.5%
EPS (adj)

-$0.63

Previous: -$1.46+56.8%
Vehicles Produced

12.6K

Previous: 9.6K+31.2%
Vehicles Delivered

12.2K

Previous: 13.8K-11.6%
Capital Expenditures

-$800M

Previous: -$537M-49.0%
Net Income

-$1.12B

Previous: -$1.46B+23.3%
Operating Income

-$1.11B

Previous: -$1.38B+19.0%
Gross Profit

-$206M

Previous: -$451M+54.3%
Cash & Equivalents

$4.81B

Previous: $5.76B-16.5%
Total Assets

$15.6B

Previous: $15.4B+1.6%

Revenue & EPS history

Rivian · Revenue · Quarterly

$1.3B

Q2 2025+12.5%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Rivian · $1.66B total across 2 segments · Q2 2025

  • Automotive
    $1.14B
  • Software and Services
    $515M

Forward guidance

The company continues to focus on scaling R2 production and advancing its software and services offerings through the Joint Venture with Volkswagen Group.

Tailwinds

  • Increased production capacity at Normal Factory to support R2 ramp
  • Growth in software and services revenue from Joint Venture activities

Headwinds

  • Ongoing net losses and cash usage from operations
  • Exposure to supply chain and tariff-related cost pressures

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-2.6%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-3.1%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+26.6%

Q4 2025

Best reaction

-27.9%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+0.3%-11.7%-0.6%
Q4 2025+26.6%+15.4%+6.1%
Q3 2025+17.2%+31.3%+43.6%
Q1 2025-5.6%+8.4%+3.7%
Q4 2024-4.7%-16.2%-14.8%
Q3 2024+9.1%+9.0%+33.9%
Q2 2024-5.6%-4.5%-6.0%
Q1 2024-0.6%-3.3%+13.6%
Q4 2023-27.9%-32.7%-32.0%
Q3 2023-1.0%-10.4%+11.7%
Q2 2023-7.9%-11.2%-3.5%
Q1 2023+1.7%-6.9%+1.3%
Q4 2022-14.6%-8.3%-22.0%
Q3 2022+3.5%+7.9%-14.3%
Q2 2022+4.0%+2.2%+0.4%
Q2 2021+4.0%+2.2%+0.4%
Q1 2022+6.6%+9.1%+24.4%
Q1 2021+6.6%+9.1%+24.4%
Q4 2019-10.7%-18.9%-41.9%
Q4 2021-13.4%-15.8%-11.7%
Q4 2020-17.4%-11.5%-26.6%
Q3 2020-15.0%-15.8%-30.5%
Q3 2021-15.0%-15.8%-30.5%
Q2 2020
Q1 2020

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