Rivian Q3 2026: revenue up 38%, R2 becomes best-seller

Rivian reported Q3 2026 revenue of $2.155 billion, up 38% year-over-year, with the R2 already outselling the R1 and the Amazon van in its first full quarter of deliveries. The company beat estimates and raised full-year guidance, though its automotive segment posted an $80 million gross loss.

• Revenue $2.155B (+38%): automotive $1.55B, software and services $605M
• 19,248 vehicles delivered in Q3 (+46% YoY); full-year guidance 67,000–70,000
• Automotive gross loss of $80M (-5% margin) on R2 ramp costs
• Adjusted EBITDA loss narrowed to $435M; total liquidity $7.095B