Rivian Q4 Preview: Analysts See 26.3% Revenue Drop to $1.28B, $0.67 EPS Loss

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Rivian posted $1.56 billion in Q3 revenue, a 78.3% year-on-year increase and 4.9% beat of analysts’ estimates. Analysts forecast Q4 revenue to fall 26.3% to $1.28 billion and an adjusted loss of $0.67 per share, while shares have slid 21.4% in the past month.

1. Last Quarter Performance

Rivian delivered $1.56 billion in revenue in its third quarter, marking a 78.3% year-over-year increase and beating analysts’ revenue estimates by 4.9% as adjusted operating income also surpassed projections.

2. Q4 Forecast and Outlook

For the fourth quarter, analysts project Rivian’s revenue will fall 26.3% year-over-year to $1.28 billion and an adjusted loss of $0.67 per share, reflecting a sharp reversal from the previous quarter’s strong growth trajectory.

3. Peer Comparison and Stock Trend

While automobile manufacturing peers Ford and General Motors reported year-on-year revenue declines of 4.8% and 5.1% respectively, with Ford beating estimates and GM missing, Rivian’s shares have slid 21.4% over the past month compared with a segment average gain of 8.6%.

Sources

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