Rivian lifts 2026 delivery guidance as Q3 deliveries hit record 19,248

· Automotive & EV · United States

Rivian raised its 2026 delivery guidance after a strong third quarter: deliveries rose 46 percent to a record 19,248 vehicles, revenue climbed 38 percent to $2.2 billion and the net loss narrowed 22 percent to $907 million. The company produced 19,751 vehicles at its Normal, Illinois facility during the quarter. Its bet on a pricier R2 crossover trim at launch appears to be paying off. Notably, Rivian's software unit out-earned the whole company, and most of its revenue comes from a partner still weighing its options — a sign that software is becoming a more important part of the business than vehicle margins.

Why it matters：It is a test of whether EV makers can offset thin vehicle margins with software revenue, a question every electric-vehicle startup and legacy automaker is watching.

Key points

  • Deliveries rose 46 percent to a record 19,248; revenue climbed 38 percent to $2.2 billion.
  • Net loss narrowed 22 percent to $907 million.
  • The Normal, Illinois plant produced 19,751 vehicles in the quarter.

Sources (original reporting)

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