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Rivian third-quarter earnings beat estimates as software revenue, R2 deliveries rise

Rivian's Q3 revenue rose 38% to $2.155B, beating estimates, driven by surging software revenue and R2 deliveries. The R2 SUV has become Rivian's best-selling vehicle. The company revised its 2026 guidance, expecting improvements in vehicle deliveries, pre-tax adjusted earnings, and capital expenditures.

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  • ✓ Rivian's Q3 revenue was $2.155B, up 38%.
  • ✓ The R2 SUV is now Rivian's best-selling vehicle.
  • ✓ Rivian revised its 2026 guidance for improved vehicle deliveries, pre-tax adjusted earnings, and capital expenditures.
🛡️ Source Corroboration: 15 independent reporting domains (85% confidence) ⏱ Read time: ~2 min

What changed

Rivian's Q3 earnings beat estimates, driven by increased R2 deliveries and software revenue.

Live updates

  1. Rivian Q3 earnings beat estimates as R2 deliveries rise

    Rivian's Q3 revenue rose 38% to $2.155B, beating estimates, driven by surging software revenue and R2 deliveries. The R2 SUV has become Rivian's best-selling vehicle. The company revised its 2026 guidance, expecting improvements in vehicle deliveries, pre-tax adjusted earnings, and capital expenditures.

    Why it matters

    Rivian's improved performance is a positive sign for the electric vehicle market. The company's ability to ramp up R2 production and increase software revenue is crucial for its growth and profitability. Rivian's partnership with Volkswagen and its software licensing deals are also key factors in its success.

    What is confirmed

    • Rivian's Q3 revenue was $2.155B, up 38%.
    • The R2 SUV is now Rivian's best-selling vehicle.
    • Rivian revised its 2026 guidance for improved vehicle deliveries, pre-tax adjusted earnings, and capital expenditures.

    What to watch next

    • Rivian's Q4 earnings report
    • The impact of the Volkswagen partnership on Rivian's future growth
    • Rivian's ability to sustain its increased production levels
    Sources used for this update (19)
    1. finance.yahoo.com — Yahoo Finance - Stock Market Live, Quotes, Business & Finance News
    2. stocktwits.com — Stocktwits - Stock Market Live Quotes, Social Community...
    3. seekingalpha.com — Patient Capital Management Q3 2026 Commentary
    4. www.tradingkey.com — Today’s Market Recap: OpenAI Revenue Concerns; Nasdaq Falls 1.25%, AAOI Drops 13.58%, Brent Gains 4.07%
    5. www.cnbc.com — Oil today: Iran, US, crude, wti, brent, trump
    6. siliconangle.com — Exclusive: Prophecy launches DataGPT to run data workflows inside ChatGPT, Claude and Copilot
    7. CNBC — Rivian third-quarter earnings beat estimates as software revenue, R2 deliveries rise
    8. Yahoo Finance — Rivian earnings preview: R2 ramp, cash burn in focus after record deliveries
    9. Bloomberg.com — Rivian Beats Estimates as R2 SUV Becomes Top-Seller After Debut
    10. The Verge — Rivian’s R2 is officially its best-selling vehicle
    11. InsideEVs — Rivian's R2 Is Already Its Best-Seller. Now It's Raising Its Sales Forecast Again
    12. Barron's — Rivian Earnings: Stock Rises on Signs of Life in the EV Market
    confidence 85%
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