正在加载公司
Just reported
Q3 2026 results
From Rivian Automotive's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
US$2.16B
+38% y/y
+30% q/qGuided
—
No guide given
EPS, GAAP
Actual
-US$0.63
Guided
—
No guide given
Operating income, GAAP
Actual
-US$881M
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Rivian Automotive is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Auto Manufacturers
Graded A or B and worth $2B or more: A first, then the largest.
TMToyota Motor Corp.US$277BA
RACEFerrari N.V.US$73.3BB+
GMGeneral Motors CompanyUS$72.6BB
HMCHonda Motor CO., Ltd.US$53.4BB-
NIONIO Inc.US$6.6BB-
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
- TMToyota Motor Corp.2026年8月4日BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.2026年10月27日FBGraded F, now B
AZOAutoZone, Inc.2026年10月26日CBGraded C, now B
SWSmurfit Westrock plc2026年10月28日CBGraded C, now B
HSAIHesai Group2026年11月10日CBGraded C, now B
怎么赚钱
- Automotive: new consumer and commercial vehicles, plus sales of regulatory credits71%
- Software and Services: vehicle software and development work, subscriptions, repairs, charging, and other services29%
各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
R1T
An electric pickup truck with five seats.
R1S
An electric sport utility vehicle with three rows of seats.
R2
A five-seat electric sport utility vehicle; customer deliveries began in the second quarter of 2026.
再显示 3 项
Rivian Commercial Van
An electric delivery van designed for business fleets, including last-mile delivery.
Autonomy+
Paid driver-assistance features for Rivian vehicles.
Connect+ and FleetOS
Connect+ is a paid subscription for vehicle media, connectivity, and security features. FleetOS is a subscription service for managing commercial vehicle fleets.
谁在买4
- Individual consumers buy Rivian vehicles directly from the company.
- Businesses buy electric vans for delivery and other fleet use; Amazon is a commercial customer.
- Volkswagen Group pays for vehicle electrical architecture and software development work through a jointly owned company with Rivian.
- Rivian vehicle owners pay for subscriptions, repairs, maintenance, and charging.
靠什么支撑，什么会击垮它
业务依赖什么
- 1Vehicle production relies on hundreds of suppliers, many of which are the only or one of few available sources for particular parts; battery materials and rare-earth magnets have limited supply options.
- 2Amazon is a commercial van customer, and Rivian has identified a significant portion of its automotive revenue as having come from this customer.
- 3Software and Services revenue includes development work for the Volkswagen Group joint venture; Rivian expects revenue from a related development obligation to continue through approximately mid-2028.
- 4Vehicle sales and credit revenue depend in part on government rules and incentives for electric vehicles and emissions credits.
可能出什么问题
- 1Rivian has a limited operating history and a history of losses; ramping vehicle production and bringing new models to market involve substantial costs.
- 2Supplier shortages, price changes, tariffs, or disruptions affecting single- or limited-source parts and battery materials can delay production or raise costs.
- 3A significant portion of automotive revenue has come from Amazon; fewer purchases or a change in that relationship could affect Rivian's business.
关于Rivian Automotive, Inc.
Rivian designs and builds electric vehicles, including the R1T pickup, R1S sport utility vehicle, R2 sport utility vehicle, and commercial delivery vans. It delivered 19,248 vehicles in the three months ended September 30, 2026 (high confidence). It also earns money from vehicle software and development work, paid subscriptions, repairs, charging, and used-vehicle sales. Its vehicles can receive software updates over the internet.
- 总部
- Irvine, California, United States
- 成立于
- 2015
- 员工人数
- 15,232 (December 31, 2025, high)
- 财年结束
- December 31
基于 Rivian Automotive, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
