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Mar 31

Lucid Q1 2025 Earnings Report

Lucid reported increased vehicle deliveries and improved liquidity in Q1 2025 despite a continued net loss.

Key Takeaways

Lucid posted higher revenues in Q1 2025 driven by record deliveries, but remained unprofitable with a GAAP net loss of $366.2 million. The company ended the quarter with a strong liquidity position.

Delivered a record 3,109 vehicles, up 58.1% year-over-year.

Generated $235 million in revenue during Q1 2025.

Ended the quarter with $5.76 billion in total liquidity.

Reported an adjusted net loss per share of $0.20.

Total Revenue
$235M
Previous year: $173M
+36.1%
EPS
-$0.2
Previous year: -$0.3
-33.3%
Vehicles produced
2.21K
Vehicles delivered
3.11K
Previous year: 1.97K
+58.2%
Cash and Equivalents
$1.86B
Previous year: $2.17B
-14.5%
Free Cash Flow
-$590M
Previous year: -$715M
-17.5%
Total Assets
$9.22B
Previous year: $8.9B
+3.6%

Lucid

Lucid

Forward Guidance

Lucid expects to produce approximately 20,000 vehicles in 2025, focusing on volume growth, margin improvement, and strategic execution.

Positive Outlook

  • Targeting full-year production of approximately 20,000 vehicles.
  • Strong liquidity of $5.76 billion to support ongoing operations.
  • Lucid Gravity vehicle beginning deliveries and showroom presence.
  • Clear strategic focus on volume, margins, and operational rigor.
  • Positioning for long-term value creation with innovative products.

Challenges Ahead

  • Company remains significantly unprofitable.
  • High operating costs continue to weigh on margins.
  • Net loss of $366 million highlights ongoing financial challenges.
  • Limited segment diversification in revenue streams.
  • Macro and EV industry headwinds remain a risk.