Rivian delivered 19,248 vehicles and produced 19,751 at its Normal, Illinois, plant during the third quarter of 2026, matching its own outlook and maintaining full-year delivery guidance of 65,000 to 70,000 vehicles. Deliveries rose about 58% from the second quarter and 46% from a year earlier, exceeding Wall Street's 18,000-vehicle expectation. The quarter marked the first full period of customer sales for the R2 SUV, a smaller and lower-priced alternative to Rivian's flagship R1 SUV. Rivian shares fell 3.69% to $14.21 on Friday as investors reacted to management maintaining, rather than raising, its annual forecast. The company will report full third-quarter financial results after the market closes on October 29.