SHARPE
Reported results
- Consolidated revenue was $2.155 billion for the third quarter of 2026.
- Consolidated gross profit was $176 million for the third quarter of 2026.
- Loss from operations was $(881) million for the third quarter of 2026.
- Net loss attributable to common stockholders was $(913) million for the third quarter of 2026.
- Adjusted EBITDA (non-GAAP) was $(435) million for the third quarter of 2026.
- Adjusted net loss per share (non-GAAP) was $(0.48) for the third quarter of 2026.
Guidance
- Full year 2026 vehicles delivered: 67,000 – 70,000
- Full year 2026 Adjusted EBITDA (non-GAAP): $(1.85)B – $(1.75)B
- Full year 2026 Capital Expenditures: $1.40B – $1.50B
Notes
Prior period balance sheet and cash flow statement numbers were recast to conform to current period presentation. Additionally, during the nine months ended September 30, 2026, Rivian recognized a $506 million gain in ‘Other (expense) income, net’ related to the Series A capital raise and related deconsolidation of Mind Robotics.
Price and volatility reaction
The stock moved +6.2% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -11.1 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 11.45 | 2026-10-29 |
| Close after release | 12.16 | 2026-10-30 |
| Realised move | +6.2% | close to close |
| 30d ATM IV change | -11.1 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.