Rivian delivered 10,365 vehicles in the first quarter, surpassing analysts’ estimates of 9,678, and produced 10,236 units as it accelerates its manufacturing capacity.

The company maintained its 2026 production outlook of 62,000–67,000 vehicles, highlighting management’s confidence in meeting targets despite broader industry uncertainties.

This delivery beat contrasts with softer results at larger automakers, as EV demand stabilizes following the expiration of U.S. tax credits and competitors report mixed sales performance.