Rivian Automotive Inc. reported that it produced 10,974 vehicles at its Normal, Illinois plant during the fourth quarter of 2025 and delivered 9,745 vehicles to customers. For the full year, the company produced 42,284 vehicles and delivered 42,247, a decline of roughly 18% from the 49,476 vehicles produced and 51,579 delivered in 2024.
The drop in output and deliveries reflects a combination of supply‑chain constraints, trade‑policy shifts, and a deliberate scaling back of production in the second quarter to transition to the 2026 model‑year lineup. These factors, coupled with a broader slowdown in demand for higher‑priced electric vehicles, explain why Rivian’s quarterly and annual figures fell short of the previous year’s levels.
Analysts had projected 9,958 deliveries for Q4 2025, so the 9,745 figure represents a miss of 213 vehicles, or about 2.1%. For the full year, consensus estimates were 42,500 deliveries; Rivian’s 42,247 deliveries missed that target by 253 vehicles, a 0.6% shortfall. The company’s guidance that the figures were in line with its own expectations indicates that management viewed the results as meeting internal targets despite the slight miss against external consensus.
Management emphasized that the production and delivery numbers aligned with its guidance and that the company remains focused on executing the transition to the new R2 electric SUV, slated for launch in the first half of 2026. The R2 is positioned to broaden Rivian’s market reach by offering a more affordable, mass‑market vehicle, which management sees as a key growth catalyst.
Investors reacted positively to the announcement, citing confidence in Rivian’s operational execution and optimism about the upcoming R2 launch. The market’s favorable response underscores the importance of the company’s ability to meet internal targets amid a challenging EV environment.
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