RI
RIVN
RIVN What Rivian Automotive promised, and what happened
Guidance
What management said, and what became of it
13 of 13 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| 1H FY2026 quarterly delivery guidance | approximately 9,000 to 11,000 vehicles per quarter | Dec 2025 | Delivery results topped our 9,000 to 11,000 vehicle expectations due to robust growth quarter-over-quarter in EDV and R1, coupled with the introduction of R2 deliveries. | Achieved |
| FY2026 adjusted EBITDA guidance | $1.8 billion to $2.1 billion loss | Dec 2025 | we expect an adjusted EBITDA loss of between $2 billion to $1.8 billion, a $50 million improvement at the midpoint | Revised Up |
| Georgia facility vertical construction start | early part of 2026 | Jun 2025 | In Georgia, construction of our next manufacturing site is progressing well. | On Track |
The full ledger
Open Rivian Automotive’s full ledger
A free account opens 5 company ledgers a month. All 36 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 36 tracked commitments for Rivian Automotive
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.