NASDAQ$RIVN

Rivian Automotive · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

RIVN reported Q4 2025, revenue of $1.29B, net loss of $744M.

For Q4 2025, RIVN reported revenue of $1.29B, a net loss of $744M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $1.29B.
  • Net loss $744M.
  • RIVN highlights liquidity, operations, and forward priorities.

Headline financials

Total Revenue

$1.29B

Previous: $1.73B-25.8%
EPS (adj)

-$0.54

Previous: -$0.70+22.9%
Vehicles Produced

11.0K

No prior period
Vehicles Delivered

9.7K

No prior period
Adjusted EBITDA

-$465M

No prior period
Capital Expenditures

$463M

No prior period
Net Income

-$744M

Previous: -$743M-0.1%
Operating Income

-$833M

Previous: -$661M-26.0%
Gross Profit

$120M

Previous: $170M-29.4%

Revenue & EPS history

Rivian · Revenue · Quarterly

$1.29B

Q4 2025-25.8%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The release discusses RIVN's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • RIVN cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q4 2025.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-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
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 2021-15.0%-15.8%-30.5%
Q3 2020-15.0%-15.8%-30.5%
Q2 2020
Q1 2020

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