Rivian 三季度业绩超预期，软件收入与 R2 交付增长
Rivian third-quarter earnings beat estimates as software revenue, R2 deliveries rise
Rivian reported third-quarter 2026 results, with an adjusted loss of 48 cents per share, missing consensus estimates of 62 cents, on revenue of $2.16 billion, which topped estimates of $1.99 billion. A record 19,248 vehicles were delivered in the quarter, and the R2 became the best-selling model; the software and services business had revenue of US$605 million and a gross profit margin of 42%. The vehicle business had revenue of nearly US$1.55 billion but a gross loss of US$80 million.
Rivian's losses narrowed in the third quarter and revenue exceeded expectations. The software and services business became the profit fulcrum with a gross profit margin of 42%, while the vehicle business is still at a gross loss. The differentiation of the business structure is worthy of continued tracking. For gold and foreign exchange traders, this is a micro signal on the risk asset side. It does not constitute a macro pricing driver in itself, but it can be used as an auxiliary reference to observe the sentiment and risk appetite of U.S. growth stocks, focusing on whether the subsequent vehicle gross profit can improve with the increase in R2 volume.
Rivian 三季度亏损收窄、软件服务毛利率达 42%，可对照其整车业务毛亏看业务结构变化。
来源：CNBC Top News · cnbc.com