Rivian dropped its Q1 2026 numbers and the headline is simple: 10,365 deliveries, 20% more than this time last year. In a quarter where basically every automaker is down, that's a genuinely good result. But the more fun story is what happened to Ford. Their EV sales cratered 70%, falling from 22,550 units a year ago to just 6,860, and suddenly Rivian is outselling them in electric vehicles. That's not a sentence I expected to write in 2026.

Rivian reported 10,365 deliveries and 10,236 vehicles produced in Q1 2026, with the company reaffirming its full-year guidance of 62,000 to 67,000 deliveries. No surprises, no misses, just a steady quarter heading into what should be a pivotal year for the brand.