--- title: "Rivian Automotive | 8-K: FY2026 Q3 Revenue: USD 2.155 B" type: "News" locale: "en" url: "https://longbridge.com/en/news/303620056.md" datetime: "2026-10-29T20:03:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/303620056.md) - [en](https://longbridge.com/en/news/303620056.md) - [zh-HK](https://longbridge.com/zh-HK/news/303620056.md) generator: "portal-rs" --- # Rivian Automotive | 8-K: FY2026 Q3 Revenue: USD 2.155 B Revenue: As of FY2026 Q3, the actual value is USD 2.155 B, compared to the market estimate of USD 1.997 B. EPS: As of FY2026 Q3, the actual value is USD -0.63, compared to the market estimate of USD -0.721. EBIT: As of FY2026 Q3, the actual value is USD -900 M. #### Overall Financial Performance Rivian Automotive, Inc. reported consolidated revenue of $2.155 billion for the third quarter ended September 30, 2026, marking a 38% increase over the same quarter of the prior year . Consolidated gross profit was $176 million, an improvement of $152 million over the same quarter of the prior year, with an overall gross margin of 8% in Q3 2026, up from 2% in Q3 2025 . The company experienced a loss from operations of - $881 million, an improvement from - $983 million in the same quarter of the prior year . Net loss attributable to common stockholders for the third quarter was - $913 million, compared to - $1.173 billion for the same quarter of the prior year . Adjusted EBITDA (non-GAAP) was - $435 million, showing a $167 million improvement compared to - $602 million in Q3 2025 . #### Segment Revenue - **Automotive Revenue**: Automotive revenue was $1.550 billion, a 36% increase over the same quarter of the prior year, primarily due to increased vehicle deliveries and an $80 million increase in revenues related to regulatory credits . - **Software and Services Revenue**: Software and services revenue was $605 million, a 45% increase over the same quarter of the prior year, with $354 million, or 59%, attributable to the joint venture with Volkswagen Group . #### Operational Metrics - **Operating Expenses**: Total operating expenses increased to $1.057 billion, compared to $1.007 billion in the same quarter of the prior year . Research and development (R&D) expenses were $485 million, and Selling, general and administrative (SG&A) expenses were $572 million . Total adjusted operating expenses (non-GAAP) were $799 million . - **Gross Profit by Segment**: Automotive gross profit loss for the third quarter was - $80 million, an improvement from - $130 million in the same quarter of the prior year, with an automotive gross margin of -5% in Q3 2026 compared to -11% in Q3 2025 . Software and services gross profit for the third quarter was $256 million, representing a 42% margin and a $102 million improvement over the same quarter of the prior year . - **R2 Production Costs**: Rivian Automotive, Inc. recognized approximately $120 million in incremental cost of revenues in Q3 2026 due to the ramp-up of R2 production . - **Vehicle Production and Deliveries**: 19,751 vehicles were produced, and 19,248 vehicles were delivered to customers, marking a 46% year-over-year increase in deliveries . R2 became the best-selling Rivian Automotive, Inc. vehicle by volume . - **Autonomy+ Offering**: The Autonomy+ offering is available on every R2 and R1 starting with the 2025 model year, with a limited rollout of the Point to Point feature expected later this year via an invitation-only program . - **Service & Sales Network**: Rivian Spaces increased to 48 (37% increase), Rivian Service Centers to 108 (14% increase), Rivian Adventure Network Locations to 165 (26% increase), and Rivian Adventure Network Chargers to 1,185 (39% increase) . - **Demo Drives**: Demo drives saw a 243% increase, totaling over 103,000 in Q3 2026 . #### Cash Flow - **Net Cash Used in Operating Activities**: Net cash used in operating activities for the third quarter was - $758 million, compared to $26 million provided by operating activities for the same quarter of the prior year . - **Capital Expenditures**: Capital expenditures for the third quarter were - $366 million, reduced from - $447 million for the same quarter of the prior year . - **Free Cash Flow (Non-GAAP)**: Free cash flow was - $1.124 billion, compared to - $421 million for the same quarter of the prior year . #### Liquidity Rivian Automotive, Inc. ended the third quarter with $5.502 billion in cash, cash equivalents, and short-term investments . Total liquidity, including its asset-based revolving-credit facility, was $6.095 billion, with pro forma total available liquidity at $7.095 billion including $1.000 billion received in October 2026 from Volkswagen Group . Targeted capital for 2026 includes a $250 million milestone-based equity investment from Uber Technologies, with additional future capital including a $460 million equity investment from Volkswagen Group and an up to $4.5 billion Department of Energy loan . #### 2026 Annual Guidance Rivian Automotive, Inc. has improved its full-year delivery guidance to 67,000 – 70,000 units . Adjusted EBITDA guidance is now projected between - $1.85 billion and - $1.75 billion, a $100 million improvement at the mid-point . Capital expenditures guidance has been reduced by $300 million at the mid-point, with a revised outlook of $1.40 billion to $1.50 billion due to timing of spend . ### Related Stocks - [RIVN.US](https://longbridge.com/en/quote/RIVN.US.md) - [RVNL.US](https://longbridge.com/en/quote/RVNL.US.md) ## Related News & Research - [AUTOMOBILITY LA EXAMINES THE NEXT ERA OF AUTONOMY AS HANDS-FREE DRIVING, AI AND SAFETY ADVANCES TRANSFORM THE LA AUTO SHOW EXPERIENCE](https://longbridge.com/en/news/304896724.md) - [Rivian stock can rise more than 30%. The R2 isn’t just for Tesla switchers.](https://longbridge.com/en/news/304018413.md) - [Rivian's Q3 revenue beats estimates on R2 model demand; raises 2026 guidance for car deliveries](https://longbridge.com/en/news/303622037.md) - [Rivian Reaffirmed 65,000 to 70,000 Deliveries for 2026. Here's the Q4 Number Needed to Hit That Target.](https://longbridge.com/en/news/302695816.md) - [The R2 SUV is already Rivian’s best-selling vehicle](https://longbridge.com/en/news/303620261.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**