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Dec 31, 2025
Rivian Q4 2025 Earnings Report
Rivian reported Q4 2025 revenue of $1286000000 with a net loss of $804000000, while achieving positive gross profit and continued improvements in cost structure.
Key Takeaways
Rivian generated $1286000000 in revenue in Q4 2025, with $120000000 in gross profit. Automotive revenue declined year-over-year, while software and services more than doubled. The company produced 10974 vehicles and delivered 9745 vehicles during the quarter.
Total revenue was $1286000000 in Q4 2025.
Gross profit reached $120000000, reflecting improved cost performance.
Net loss was $804000000 with EPS of -0.66.
Produced 10974 vehicles and delivered 9745 vehicles during the quarter.
Revenue by Segment
Forward Guidance
For full year 2026, Rivian expects vehicle deliveries between 62000 and 67000, adjusted EBITDA between -2100000000 and -1800000000, and capital expenditures between 1950000000 and 2050000000.
Positive Outlook
- Vehicle deliveries expected between 62000 and 67000 in 2026.
- R2 launch remains on track for second quarter 2026.
- Continued improvement in gross profit performance.
- Strong growth in software and services revenue.
- Expanded service and commercial infrastructure ahead of R2 launch.
Challenges Ahead
- Adjusted EBITDA expected to remain negative in 2026.
- Capital expenditures projected between 1950000000 and 2050000000.
- Ongoing net losses in Q4 2025.
- Automotive revenue declined year-over-year in Q4.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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