英文Electrek发布 2026/10/29 20:02· 入库 2026/11/1 04:01:25· Fred Lambert
Rivian第三季度财报：营收增长38%，R2成最畅销车型
原标题：Rivian (RIVN) Q3 2026 earnings: revenue up 38%, R2 now its best-seller
精华摘要
Rivian公布2026年第三季度财报，营收同比增长38%至21.55亿美元，超出华尔街预期。R2在首个完整交付季度即成为公司最畅销车型，销量超过R1和亚马逊配送车。公司同时上调2026年全年各项业绩指引。
R2快速上量验证了Rivian向大众市场下探的产品策略，但代价是汽车业务毛利率本季度进一步恶化，公司仍未摆脱亏损。对投资者而言，营收超预期与指引上调是积极信号，而R2爬坡拖累毛利则暴露规模效应尚未兑现。这一矛盾将决定Rivian能否在2027年前实现正向现金流，也为中国新势力出海美国市场的竞争格局提供参照。
原文摘要
Rivian (RIVN) just released its Q3 2026 earnings, with revenue up 38% year-over-year to $2.155 billion. The R2, in its first full quarter of deliveries, is already the company’s best-selling vehicle, ahead of both the R1 and the Amazon van. The results beat Wall Street’s expectations, and Rivian is raising its 2026 guidance on every metric. But the car business is still losing money, and the R2 ramp made the automotive margin worse this quarter. more…