Rivian sold an estimated 19,239 vehicles in the US during Q3 2026, up 45.7% from the same quarter last year, according to the latest EV sales report published by Cox Automotive and Kelley Blue Book. That growth came while the overall EV market dropped 39.5%, and it pushed Rivian to 7.2% of the segment, good for second place behind Tesla.
Most of the jump came from the commercial side, with commercial vans hitting 8,469 units, more than triple last year and roughly 44% of everything Rivian moved in the quarter.
R2 showed up in the data for the first time with 3,456 deliveries, which already puts it ahead of Lucid’s entire brand for the quarter at 2,708.
R1 is the softer part of the report. R1S came in at 5,582 and R1T at 1,732, down 31.8% and 27.2% respectively, which tracks with R2 now giving shoppers a cheaper way into the brand that didn’t exist a year ago.
Year to date, Rivian sits at 41,009 vehicles, up 26.8% while the market is down 30.3%, and it’s one of only a handful of brands growing at all this year. Keep in mind these are Cox estimates, and Rivian’s official delivery count for the quarter came in at 19,248.
I fully expect R2 to outsell R1S in Q4 as deliveries ramp. I’ll share more with you all as soon as Rivian’s Q4 numbers are out.
You can feel the growth on reddit. The R2 subreddit is so much more toxic now than the Rivian subreddit was before the R2 was released. 😑
That’s unfortunately just Reddit in general.
Exciting to see the data starting to reflect RJ’s thesis on compelling products coming to fruition. Though I’m not sure I’d take Cox’s allocation between models at face value. CEC data has California registering 2,083 R2s, and Cox only credits 3,456 R2s nationwide. That’s roughly 60% of the total in one state (granted California is certainly a large share). I suspect R2 was likely higher, and Cox’s EDV allocation (though likely up quarter over quarter) may also simply reflect a lag in registrations. Just my two cents.
100%
Cox reported R2 delivery numbers are incorrect, they should be 2x higher. Cox reported more R1S sold than R2s, but the numbers from CA and WA show that R2 is being sold in quantities at least 2x more than R1S.