Rivian projects up to 16% drop in 2025 vehicle sales compared to last year

📅 Published: 10/2/2025
🔄 Updated: 10/2/2025, 5:21:17 PM
📊 12 updates
⏱️ 8 min read
📱 This article updates automatically every 10 minutes with breaking developments

Rivian Automotive Inc. has projected a decline of up to 16% in its vehicle sales for 2025 compared to last year, signaling the company's first-ever annual drop in electric vehicle (EV) deliveries. The automaker expects to sell between 46,000 and 51,000 plug-in SUVs, vans, and pickups in 2025, down from 51,579 vehicles delivered in 2024[2][4].

This forecast falls short of analyst expectations, who had a...

This forecast falls short of analyst expectations, who had anticipated around 54,800 deliveries for 2025. The company's outlook reflects challenges from potential changes to tariffs, EV tax credits, and regulatory policies under the current U.S. administration, which may increase costs and impact consumer demand. Rivian CEO RJ Scaringe highlighted concerns about rising tariffs on the supply chain that could lead to higher prices and affect sales volumes[2][4].

Despite the projected sales decline, Rivian recently reporte...

Despite the projected sales decline, Rivian recently reported its first-ever gross profit of $170 million in the fourth quarter of 2024, surpassing expectations. However, the company also widened its 2025 loss forecast, expecting an adjusted EBITDA loss between $2.0 billion and $2.25 billion, up from prior estimates. This is largely due to ongoing macroeconomic pressures, including 25% tariffs on EVs and parts and the planned expiration of the U.S. federal EV tax credit at the end of September 2025[3].

Rivian’s production capacity currently stands at 150,000 veh...

Rivian’s production capacity currently stands at 150,000 vehicles annually from its Normal, Illinois plant, with a new facility in Georgia planned for 2026 that will add a 400,000-unit capacity. The company also plans a three-week factory shutdown in September 2025 to prepare for the upcoming R2 midsize SUV, which remains on track for production next year[1][3].

In addition to volume challenges, Rivian continues to expand...

In addition to volume challenges, Rivian continues to expand its infrastructure, operating about 400 Rivian Adventure Network charging stalls by March 2025 to enhance accessibility for its customers. The company also maintains a workforce of approximately 16,500 employees and is progressing on strategic initiatives including a $5.8 billion joint venture with Volkswagen and developments in autonomy and software technologies[1][3].

Rivian’s cautious 2025 sales outlook underscores the broader...

Rivian’s cautious 2025 sales outlook underscores the broader uncertainties in the EV market, shaped by shifting government policies, competitive pressures, and global economic factors. The company’s ability to navigate these headwinds while scaling production and launching new models will be critical to sustaining its growth trajectory.

🔄 Updated: 10/2/2025, 3:30:45 PM
Rivian shares plunged more than 6% in Friday trading after the company revealed a sharper-than-expected cut to its 2025 vehicle sales outlook—projecting deliveries of 50,500 to 52,000, which would mark a decline of up to 16% compared to last year, and slashed its production guidance to 47,000–49,000 units due to persistent supply chain disruptions[2]. Despite the weak delivery numbers and downward revision, CEO RJ Scaringe emphasized ongoing "supplier issues around our in-house motors" as a key challenge, while analysts note Rivian’s stock has already dropped over 50% in 2024 amid cooling EV demand and significant cash burn[2]. Investors are now
🔄 Updated: 10/2/2025, 3:40:42 PM
Rivian’s projection of up to a 16% drop in 2025 vehicle sales compared to last year has sparked a negative market reaction, with shares falling over 6% following a recent similar production forecast cut and delivery miss in Q3 2024[2]. Analyst sentiment remains bearish, reflected in a Fear & Greed Index of 39 and ongoing stock price volatility around $13.50 per share, despite a slight projected price increase to $15 by late October 2025[3]. Investor concerns center on supply chain disruptions and shrinking regulatory tax credits, which weigh heavily on Rivian’s profit margins and growth outlook[2][4].
🔄 Updated: 10/2/2025, 3:50:43 PM
Rivian now projects a **16% decline in vehicle deliveries for 2025**, expecting no more than **43,500 EVs**, down from just over 50,000 in 2024 and 2023. Despite a recovery in Q3 with 13,201 vehicles delivered and 10,720 produced, ongoing supply chain disruptions and a challenging consumer environment have constrained growth, delaying ramp-up ahead of the 2026 launch of the more affordable R2 SUV and new Georgia factory expansion[2][4]. CEO RJ Scaringe called recent supply issues “short-term” and a top priority to fix, but the company faces critical pressure to reverse sales declines amid increased competition and cost concerns in the EV market[4].
🔄 Updated: 10/2/2025, 4:01:06 PM
Rivian projects a **16% drop in 2025 vehicle sales**, expecting to deliver between **41,500 and 43,500 vehicles**, down from 51,579 in 2024, driven by rising costs and intensifying competition from new SUVs by Lucid Group and General Motors[1][2][4]. CEO RJ Scaringe highlighted challenges from the expiration of U.S. EV tax credits, higher tariffs, and supply chain pressures that could increase production costs and compress margins, forcing Rivian to reorganize its supply chain and ramp up U.S. manufacturing[1][4]. Analysts also note that Rivian faces skepticism despite recent profitability improvements amid a fiercely competitive EV market landscape increasingly dominated by legacy automaker
🔄 Updated: 10/2/2025, 4:11:04 PM
Rivian projects a 12-16% drop in vehicle sales for 2025, expecting between 46,000 and 51,000 deliveries compared to 51,579 in 2024, citing intensifying competition from Lucid Group and General Motors SUVs as well as potential policy changes impacting demand[2][4]. CEO RJ Scaringe highlighted concerns over tariffs and regulatory shifts under the Trump administration that could raise costs and force price adjustments, contributing to a cautious sales outlook despite Rivian's recent gross profitability achievement[4]. Meanwhile, Rivian continues to expand capacity with a new $5 billion plant in Georgia planned for 2026, aiming to counter competitive pressures by scaling production[1][6].
🔄 Updated: 10/2/2025, 4:21:10 PM
Rivian projects a 16% drop in 2025 vehicle sales compared to 2024, anticipating sales between 41,500 and 43,500 vehicles, down from 51,579 last year. This decline is partly attributed to regulatory uncertainties, including potential changes to EV tax credits and tariffs under the Trump administration, which CEO RJ Scaringe warned could increase costs and force price adjustments. "We are very much closely watching what's going to happen with tariffs around our supply chain, which will drive cost up and could ultimately lead to potential price changes," Scaringe said[2][3][4].
🔄 Updated: 10/2/2025, 4:31:15 PM
Rivian now projects delivering **no more than 43,500 electric vehicles in 2025**, marking a nearly **16% drop from the 51,579 vehicles delivered in 2024**. This downward revision was announced alongside Q3 production and delivery figures showing a recovery in deliveries but confirming a full-year sales decline amid supply chain challenges and a parts shortage affecting key models[2][5]. CEO RJ Scaringe highlighted concerns over tariffs, tax credits, and regulatory policies that could increase costs and impact pricing, stating the company is "very much closely watching what's going to happen with tariffs around our supply chain"[4].
🔄 Updated: 10/2/2025, 4:41:09 PM
Rivian's projection of up to a 16% drop in 2025 vehicle sales compared to last year triggered a notable market reaction, with shares declining sharply. Following the announcement, Rivian's stock fell more than 6% in midday trading, reflecting investor concerns over supply chain issues and regulatory challenges impacting production and delivery targets[2][1]. Despite these headwinds, the company maintains a cautious stance with narrowed delivery guidance for 2025, which has further tempered market optimism.
🔄 Updated: 10/2/2025, 4:51:06 PM
**Breaking News Update**: Rivian's projected 2025 vehicle sales decline of up to 16% compared to last year has sparked significant consumer and public concern. The company's delivery forecast for 2025, ranging from 41,500 to 51,000 vehicles, falls short of the 51,579 units delivered in 2024, leading to worries about the impact of expiring EV tax credits and market competition[1][2][5]. CEO RJ Scaringe noted that Rivian is closely watching policy changes, including tariffs and EV tax credits, which could affect sales and pricing strategies[2].
🔄 Updated: 10/2/2025, 5:01:12 PM
Rivian shares plummeted more than 7% in early trading today after the company revealed its 2025 vehicle sales could decline by up to 16% year-over-year, citing ongoing supply chain disruptions and softer-than-expected EV demand—this follows a 2024 in which the stock has already lost over half its value[2]. CEO RJ Scaringe stated, “Persistent supplier challenges, especially around critical in-house motor components, are impacting our near-term output and outlook,” as analysts slashed delivery estimates for the coming year[2]. The latest guidance now puts 2025 deliveries in the range of 42,000–43,000 vehicles, down from approximately 50,000 in 2024, intensifying investor
🔄 Updated: 10/2/2025, 5:11:12 PM
Rivian expects a 16% drop in vehicle sales for 2025, projecting no more than 43,500 units compared to 51,579 in 2024, citing uncertainties around tariffs, EV tax credits, and regulatory policies under the Trump administration as key factors impacting demand and costs. CEO RJ Scaringe emphasized close monitoring of tariff developments on their supply chain, warning these could raise costs and force price adjustments, contributing to the more cautious sales outlook. This regulatory and policy uncertainty has notably overshadowed Rivian’s recent profitability milestone despite strong quarterly performance[1][2][4].
🔄 Updated: 10/2/2025, 5:21:17 PM
Rivian projects up to a **16% decline in vehicle sales for 2025**, expecting no more than 43,500 electric vehicles delivered this year, down from 51,579 in 2024[4]. This drop is attributed to global factors including potential changes in tariffs, EV tax credits, and regulatory policies under the U.S. administration, which CEO RJ Scaringe noted could increase costs and impact pricing internationally[2][3]. The forecast raises concerns among investors and stakeholders worldwide as Rivian adjusts production plans amid these policy uncertainties affecting its global supply chain and market presence[4].
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