这公司的电车看来还是受欢迎的，R2应该可期。
$15.76
26.08%
+3.26 Today
RIVN暴涨
版主： 牛河梁
#5 Re: RIVN暴涨
Strong Progress on R2 & Facility Expansion
R2 development and validation on track, with construction of major body and assembly buildings complete.
Robot commissioning underway, and paint shop upgrades increase total annual capacity to 215,000 units.
New Georgia plant (groundbreaking completed) will add 400,000 units of capacity and create 7,500 jobs.
Financial Improvements
Q3 revenue of $1.6 billion and consolidated gross profit of $24 million.
Software & Services segment delivered $416 million revenue with $154 million gross profit, aided by the Volkswagen JV.
Working capital improvements and $7.1 billion in cash and short-term investments.
Breakeven gross profit expected for full-year 2025.
Production & Deliveries
Produced 10,720 vehicles and delivered 13,201 in Q3, with Q3 expected to be the highest delivery quarter for the year.
Strong progress in unit economics: best-ever COGS per unit delivered ($96,300), despite downtime.
Guidance Reaffirmed
2025 delivery guidance: 41,500-43,500 units.
2025 adjusted EBITDA loss guidance: $2.0B-$2.25B.
2025 capex: $1.8B-$1.9B.
Strategic Partnerships & Technology
Volkswagen JV progressing well, with additional capital expected in 2026.
Mind Robotics spinout ($110 million seed round) for AI-enabled manufacturing robotics.
Continued focus on autonomy and AI, with an upcoming Autonomy & AI Day to showcase progress.
Market Opportunity
R2 aimed at the largest and most popular vehicle segment in the U.S. (5-seat, $45k-$50k SUV).
R2 and R3 designed for U.S. and European markets, with European export plans in the works.
