Exchange: NASDAQ·Updated 08:43 PM EDT

RIVN Earnings

Latest Earnings Results: Q3 '26

Reported: Oct 29

Estimated EPS

-$0.64

Reported EPS

-$0.48

Surprise

+25.44%

Estimated Rev

$2B

Reported Rev

$2.15B

Surprise

+7.68%

• Reported GAAP EPS of -$0.48 up 26.15% YoY • Reported revenue of $2.15B up 38.32% YoY • Rivian improved 2026 delivery guidance to 67,00070,000 units; adjusted EBITDA guidance improved by $100M at midpoint to -$1.85B-$1.75B; capital expenditures decreased by $300M at midpoint to $1.4B$1.5B.

Bullish Takeaway

Rivian's software and services revenue and gross profit increased, R2 became its best-selling vehicle by volume, and Autonomy+ supports Universal Hands-Free, with Point to Point rollout expected later this year.

Bearish Takeaway

Rivian reported automotive gross loss and approximately $120M in R2 ramp costs, operating cash use of -$758M, free cash flow of -$1.12B, and risk involving one customer generating a significant portion of revenues.

Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.

Investor Presentation10-Q

Historical Earnings

Quarterly

Annual

EPS

Revenue

Fiscal PeriodEstimatedReportedSurpriseResult
Q4 '26
-$0.56
--
--
N/A
Q3 '26
-$0.64
-$0.48
25.44%
BEAT
Q2 '26
-$0.66
-$0.47
28.49%
BEAT
Q1 '26
-$0.63
-$0.55
13.49%
BEAT
Q4 '25
-$0.71
-$0.53
24.79%
BEAT

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