Q3 2025 Rivian Production & Delivery Report: 13,201 Delivered / 10,720 Produced

[Electric Rivilution]

Latest Rivian stats just released:

13,201 delivered in Q3 2025
10,720 produced in Q3 2025

New 2025 total delivery guidance: 41,500 (from earlier 43,500)
New 2025 total production guidance: 40,000 (from earlier 46,000)

* Note: the Normal plant has been paused for production since September 15th as it retools for R2 production

155,455 total deliveries to date (since 2021 start of production)
163,370 total produced to date (since 2021 start of production)

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[Hereforthesnacks]

Rough…. R2 pricing could not be more critical. Needs to end up at $40k. Else, we have a problem Houston.

 

[BigSkies]

That leaves ~10k deliveries in Q4 to hit guidance. That feels a little aggressive knowing that Amazon doesn't take many deliveries in Q4 and a lot of demand got pulled forward from the tax cuts.

Rivian really got hosed by the Big Billionaire Bill this year.

A successful R2 launch is what really matters though. That's what they really need to get right.

 

[VandalSibs]

Rough…. R2 pricing could not be more critical. Needs to end up at $40k. Else, we have a problem Houston.

I'd be surprised if they had the starting price any lower than $45k. Heck, that's below the average new car selling price right now. Vehicles that are starting lower have either simpler interiors, or ones with crappier materials.

From everything they have showed about the R2, $45k starting is quite a good (and reasonable!) price.

 

[Yota2R1T]

It seems likely they won't launch with $45k price model. But hopefully they start taking orders for the base model and follow through.
Keep forging ahead Rivian!!

 

[iansriv]

I'd be surprised if they had the starting price any lower than $45k. Heck, that's below the average new car selling price right now. Vehicles that are starting lower have either simpler interiors, or ones with crappier materials.

From everything they have showed about the R2, $45k starting is quite a good (and reasonable!) price.

Agreed. I like simple but, I'm also a fan of the old style LR Def.

 

[CharonPDX]

Rough…. R2 pricing could not be more critical. Needs to end up at $40k. Else, we have a problem Houston.

Needs to end up at $40k…. and be profitable to Rivian at that price.

If it's too expensive, people won't buy it. If it's not profitable on a per-unit basis for Rivian to sell (the way R1s were until Gen 2 was in full steam) then it will actually make things worse for Rivian rather than better.

 

[kozak79]

The first R2s will be Launch Editions. It was hinted at by RJ. Those will probably start at around 60.

 

[Oldsmobile_Mike]

So, we're at 32,502 delivered so far for the year? Need to do 7,500 in Q4 to hit 40k. I think the delivery guidance 41.5k is high. Should've shot for 40, that might be doable with all the new showrooms & popups they're bringing around, and the lease deals.

In this fubar economy, anything more than 40 is nuts.

 

[UnsungZero_OldTimeAdMan]

So, we're at 32,502 delivered so far for the year? Need to do 7,500 in Q4 to hit 40k. I think the delivery guidance 41.5k is high. Should've shot for 40, that might be doable with all the new showrooms & popups they're bringing around, and the lease deals.

In this fubar economy, anything more than 40 is nuts.

But “yipee” the interest rate is coming down. /s

 

[BigSkies]

So, we're at 32,502 delivered so far for the year? Need to do 7,500 in Q4 to hit 40k. I think the delivery guidance 41.5k is high. Should've shot for 40, that might be doable with all the new showrooms & popups they're bringing around, and the lease deals.

In this fubar economy, anything more than 40 is nuts.

I agree it feels aggressive. However, I have faith they’ll get pretty close to 41.5k based on my career in corporate forecasting.

Reasons:

1. They probably already have a good idea on how October deliveries are going to line up. The timing between order placed to delivery probably averages on just under a month.
2. They probably already know how many EDV’s will be delivered in the quarter.
3. They likely pulled back on incentives in Q3 as a way to afford increasing them in Q4. I won’t be surprised if they show significantly different margins in Q3 vs Q4.

 

[Gen(R3)Xer]

I'd be surprised if they had the starting price any lower than $45k. Heck, that's below the average new car selling price right now. Vehicles that are starting lower have either simpler interiors, or ones with crappier materials.

From everything they have showed about the R2, $45k starting is quite a good (and reasonable!) price.

They’ll roll those dual and tri motors out first to try to entice early adopters and people with deep pockets. They’ve got to maximize profits to survive.

In a recent interview with RJ they hinted at R2s being configured at $60K. RJ said he wishes, which makes me think most will be in the low to mid 50’s.

Later down the road the single motor with 270 miles of range will come out at $45K.

 

[VandalSibs]

They’ll roll those dual and tri motors out first to try to entice early adopters and people with deep pockets. They’ve got to maximize profits to survive.

In a recent interview with RJ they hinted at R2s being configured at $60K. RJ said he wishes, which makes me think most will be in the low to mid 50’s.

Later down the road the single motor with 270 miles of range will come out at $45K.

Pretty standard vehicle sales strategy.

 

[Killer95Stang]

Rough…. R2 pricing could not be more critical. Needs to end up at $40k. Else, we have a problem Houston.

The Honda Prologue (Chevy Trailblazer EV) is selling like hotcakes here in CA. That vehicle starts at $42K, so if the Rivian R2 can match the price and be a better vehicle overall, I think we will have a winner.

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