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Rivian raises 2026 delivery outlook while Lucid overlooks Wall Street expectations for second quarter

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Electric vehicle makers Rivian Automotive and Lucid Group reported second-quarter delivery results Thursday with mixed results.

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Summary

Rivian raised its 2026 delivery guidance range after seeing stronger-than-expected demand for its electric vehicles during the second quarter, while Lucid missed Wall Street expectations and its new CEO Silvio Napoli announced a shake-up of the company's leadership team. Rivian said it now expects to deliver between 65,000 and 70,000 vehicles this year, up from a prior forecast of between 62,000 and 67,000 units. Rivian also said Thursday it produced 12,613 vehicles and delivered 12,194 units during the second quarter. Rivian, which will report its second-quarter financial results July 30, said higher deliveries during the second quarter were driven by its electric delivery van and flagship R1 products.

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