Inferra AI / Company / RIVN
Rivian Automotive
RIVN · Consumer Discretionary
Last earnings Oct 29, 2026
Key results
Consolidated revenuequarter
78 percent
htm EX-99.1 Document Exhibit 99.1 Rivian Releases Third Quarter 2025 Financial Results Consolidated revenue growth of 78 percent year-over-year Generated $24 million of consolidated gross profit for the quarter R2 progress remains on track for deliveries in the first half of 2026 Announced company to host Autonomy AI day on Thursday, December 11, 2025 Irvine, California, November 4, 2025 Rivian Automotive, Inc.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Revenuequarter
$1,558 million
Revenues $1,558 million consolidated revenues, a 78 percent increase over the same quarter of the previous year.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
$1,142 million of automotive revenues, a 47 percent increase over the same quarter of the previous year, driven by increased vehicle deliveries and increased average selling prices.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
12 Revenues Consolidated Total consolidated revenues were $1,558 million for the third quarter of 2025, compared to $874 million in the same quarter in 2024, a 78% year-over-year increase.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Automotive Total automotive revenues for the third quarter of 2025 were $1,142 million compared to $776 million in the same period in 2024, a 47% year-over-year increase due to an increase in vehicle deliveries resulting in part from accelerated purchases ahead of the expiration of 45W tax credits after September 30, 2025, as well as increased average selling prices.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Software and Services Total software and services revenues for the third quarter of 2025 were $416 million compared to $98 million in the same period in 2024, a 324% year-over-year increase primarily due to vehicle electrical architecture and software development services that were not performed during the prior period, an increase in remarketing sales, and increased vehicle repair and maintenance service.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
During the third quarter of 2025, approximately $214 million of the revenue within software and services was a result of the software and electrical architecture joint venture created with Volkswagen Group.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
This revenuequarter
$1,960 million
This revenue was recognized both from the ongoing payments to fund the joint venture's development services as well as from the $1,960 million of consideration that was received in conjunction with the closing of the joint venture.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
AI analysis
Q3 2025 · reported Nov 4, 2025
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Consolidated revenue | 78 percent | $927 million | — |
| Revenue | $1,558 million | $927 million | — |
| This revenue | $1,960 million | $1,960 million | — |
Guidance · company-stated
Direction: raised
No guidance located in the held release
“155 billion in revenue, a 38 percent increase year-over-year Deliveries up 46 percent year-over-year with R2 already the best-selling Rivian vehicle by volume, outselling both R1 and EDV in the third quarter Given Rivian s strong performance, the company is improving 2026 guidance across all metrics Irvine, California, October 29, 2026 Rivian Automotive, Inc.”
Capital allocation
EBITDA ($2,000) million - ($2,250) million Capital Expenditures $1,800 million - $1,900 million Rivian will host an audio webcast to discuss its results and provide a business update at 2 00pm PT 5 00pm ET on Tuesday, November 4, 2025.
Event summary
Third Quarter 2025 Results Summary Production and Deliveries 10,720 vehicles produced at Rivian s manufacturing facility in
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
EBITDA ($2,000) million - ($2,250) million Capital Expenditures $1,800 million - $1,900 million Rivian will host an audio webcast to discuss its results and provide a business update at 2 00pm PT 5 00pm ET on Tuesday, November 4, 2025.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Free cash flow is defined as net cash used in operating activities less capital expenditures.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
We are reaffirming our Adjusted EBITDA guidance of ($2,000) million ($2,250) million and capital expenditures guidance of $1,800 million $1,900 million.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
EBITDA ($2,000) million ($2,250) million Capital Expenditures $1,800 million $1,900 million Q3 2025 Shareholder Letter 2025 Rivian.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Capital Expenditures Capital expenditures for the third quarter of 2025 were $447 million, as compared to $277 million for the same period last year.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Including the capacity under our asset-based revolving-credit facility, we ended the third quarter of 2025 with $7,686 million of total liquidity.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Strategy & priorities
RJ Scaringe, Rivian Founder and CEO, said In Q3, we continued to make significant progress across our strategic priorities which includes R2 and our technology roadmap.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
To prepare for longer-term capacity expansion of the mid-size platform, in September Rivian held a groundbreaking ceremony for its second U.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Recent updates in the quarter provide expansion of hands-free capabilities on the highway for second generation R1 vehicles, contributing to a 70 percent increase in miles driven using the feature.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
On December 11, Rivian plans to host an Autonomy AI day where it will share more details on the company s autonomy vision and technology roadmap.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
We believe that non-GAAP financial information, when taken collectively, may be helpful to investors, because it focuses on underlying operating results and trends, provides consistency and comparability with past financial performance, and assists in comparisons with other companies, some of which use similar non-GAAP financial information to supplement their GAAP results.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Risks & headwinds
Reconciliations of forward- looking non-GAAP financial measures are not provided because we are unable to provide such reconciliations without unreasonable effort due to the uncertainty regarding, and potential variability of, certain items, such as stock-based compensation expense and other costs and expenses that may be incurred in the future.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
While we face near-term uncertainty from trade, tariffs, and regulatory policy, we remain focused on long-term growth and value creation.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
The change was due to the settlement of pending securities class action litigation (which is subject to court approval), net of expected insurance recoveries.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Reconciliations of forward-looking non-GAAP financial measures are not provided because we are unable to provide such reconciliations without unreasonable effort due to the uncertainty regarding, and potential variability of, certain items, such as stock-based compensation expense and other costs and expenses that may be incurred in the future.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
What changed vs prior quarter
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
This revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Rivian Automotive — Earnings release (8-K exhibit)EX-99Nov 4, 2025
Earnings deck slides
0 decks with slide viewRivian Automotive — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Rivian Automotive — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q3 2026
- 8-KRIVN
Oct 29, 2026
- 8-KRIVN
Oct 7, 2026
- 8-KRIVN
Oct 2, 2026
- Q2 2026
- 8-KRIVN
Aug 27, 2026
- 10-QRIVN
Jul 30, 2026
- 8-KRIVN
Jul 30, 2026
- 8-KRIVN
Jul 9, 2026
- 8-KRIVN
Jul 6, 2026
- 8-KRIVN
Jul 2, 2026
- Q1 2026
- 8-KRIVN
Jun 26, 2026
- 8-KRIVN
May 4, 2026
- 10-QRIVN
Apr 30, 2026
- 8-KRIVN
Apr 30, 2026
- 8-KRIVN
Apr 30, 2026
- 8-KRIVN
Apr 2, 2026
- Q4 2025
- 8-KRIVN
Mar 19, 2026
- 10-KRIVN
Feb 12, 2026
- 8-KRIVN
Feb 12, 2026
- 8-KRIVN
Jan 2, 2026
- Q3 2025
- 8-KRIVN
Dec 19, 2025
- 8-KRIVN
Nov 7, 2025
- 10-QRIVN
Nov 4, 2025
- 8-KRIVN
Nov 4, 2025
- 8-KRIVN
Oct 24, 2025
- 8-KRIVN
Oct 2, 2025
- Q2 2025
- 10-QRIVN
Aug 5, 2025
- 8-KRIVN
Aug 5, 2025
- 8-KRIVN
Jul 2, 2025
- Q1 2025
- 8-KRIVN
Jun 20, 2025
- 8-KRIVN
Jun 12, 2025
- 8-KRIVN
Jun 2, 2025
Earnings releases
12 documentsPresentations
2 documents
Transcripts
0 documentsNo transcripts for Rivian Automotive are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Rivian Automotive by name or ticker. A mention is counted once per document, from the document text the library holds.
“s deliveries, adjusted EBITDA and capital expenditures Irvine, California, July 30, 2026: Rivian Automotive, Inc. (NASDAQ: RIVN), an American automotive … …introduction of the Rivian Assistant • Improved guidance outlook across deliveries, adjusted E”
“.31 $ 0.28 $ 1.85 … …included in non-operating income from the common stock investment in Rivian Automotive, Inc. • Operating cash flow decreased 27% to $39.7 billion for the trailing twelve months, compared with $54.7 billion for the … …litigation, ”
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