Rivian Q3 Deliveries Rise 46% to 19,248 Vehicles, Topping Estimates as 2026 Guidance Reaffirmed

Rivian Automotive delivered 19,248 vehicles in the third quarter of 2026, a 46% increase from 13,201 units a year earlier and ahead of the Wall Street consensus estimate of roughly 18,000 units compiled by FactSet. The company also produced 19,751 vehicles during the period, marking a record quarter for deliveries.

Rivian reconfirmed its full-year 2026 delivery guidance of between 65,000 and 70,000 vehicles, a range it had raised earlier in the year. To hit the low end of that target, the company would need to deliver at least 23,193 units in the fourth quarter, a sequential increase of more than 20% from Q3. The ongoing ramp-up of the entry-level R2 SUV, which launched earlier in 2026 as a smaller and less expensive sibling to the flagship R1, is central to achieving that volume. Shares rose roughly 2% in premarket trading following the announcement.