Rivian Q3 2025 Investor Snapshot
Financial Performance:
- Revenue: $1,558M (+78% YoY).
- Consolidated Gross Profit: $24M (vs. $(392)M YoY).
- Software/Services Gross Margin: 37%. Auto Cost of Revenue reduced ~$19,000 YoY.
- Adj. EBITDA: \((602)M (improvement). FCF: \)(421)M (improvement). Cash: $7.09B.
Operations & Guidance:
- Q3 Deliveries: 13,201.
- Reaffirmed Guidance: Deliveries 41.5kâ43.5k; Adj. EBITDA guidance (\(2.0B) â (\)2.25B).
Strategic Milestones:
- R2 development remains on track for H1 2026 production start.
- Broke ground on n