Lucid Motors registered 1,811 units of its Gravity SUV in the United States during the second quarter, according to data published on Friday by Cox Automotive.
The Gravity now accounts for 68% of Lucid‘s domestic sales, a full reversal from a year ago, when the SUV represented a fraction of a percent of the company’s US volume — just months after launch.
The climb has been steady through 2026: the Gravity closed out the fourth quarter of 2025 with 1,142 US units, then jumped to 1,631 in the first quarter before Friday’s total.
Lucid has previously said the SUV carries a significantly higher average selling price than the Air, positioning it as the company’s primary volume and revenue driver going forward.
The Air sedan, on the other hand, continued to lose ground, with just 846 units sold domestically — a 67.8% plunge from a year earlier and down 8% from the first quarter.
Combined, Lucid‘s US deliveries reached 2,657 vehicles in the second quarter, up 4.2% from Q1 and roughly in line with the 2,635 units sold in the same period last year, when the Gravity had barely entered the market.
For the first half of 2026, the figures stand at 5,208 units, essentially flat compared with the 5,164 sold over the same period in 2025 — evidence that the Gravity’s ramp has so far offset the Air’s decline rather than driving net growth for the brand.
The first-quarter total had itself been depressed by a 29-day stop-sale on the Gravity tied to a seatbelt-anchor recall, suggesting Friday’s second-quarter figures represent the SUV’s first full, uninterrupted quarter of deliveries since the defect was resolved.
Deliveries Fall Short
The domestic tally accounts for roughly two-thirds of Lucid‘s global total.
The company disclosed on July 2 that it delivered 3,953 vehicles worldwide in the second quarter, up more than 20% year-over-year, while production reached 4,774 units.
Both figures nonetheless missed Wall Street’s targets: the Visible Alpha consensus had called for 4,618 deliveries, FactSet’s broader estimate stood near 5,000, and Cantor Fitzgerald had modeled 5,170.
Shares fell more than 8% the day the numbers came out.
Through the first half of the year, Lucid has produced 10,274 vehicles and delivered 7,046 — a pace that sits well below the annualized run rate implied even by the low end of its original 2026 guidance of 25,000 to 27,000 units.
That guidance has since been suspended.
CFO Taoufiq Boussaid described the move in May as a “governance decision” tied to a strategic review by incoming CEO Silvio Napoli, with an updated outlook expected alongside full second-quarter results on August 4.
A Reset Under Napoli
The sales print lands in the middle of the deepest shake-up in Lucid‘s history.
Alongside the delivery figures, the company unveiled a leadership overhaul that halves the number of executives reporting directly to Napoli, who took over as CEO on June 1.
Alexander De Bock, formerly of supplier TI Automotive, will replace Boussaid as CFO, while Raja Ramana Macha joins from Eaton as chief technology officer and Billy Hayes, previously of Nissan and Stellantis, becomes chief customer officer.
The moves follow the earlier elimination of the chief operating officer role, a position vacated by Marc Winterhoff weeks after he returned to it.
The executive turnover has run alongside sweeping job cuts.
Lucid confirmed an 18% reduction of its US workforce in June — its second mass layoff of the year and the first to touch production staff — tied to the elimination of a second shift at its Casa Grande, Arizona assembly plant.
The company says the cuts will save about $158 million annually against roughly $32 million in cash charges, with the bulk complete by the end of the third quarter.
Gravity’s 0% for 72 Months
Lucid is currently offering zero-percent financing for 72 months on its 2026 model year Gravity SUV, the most aggressive terms it has put on the vehicle.
The company had previously cut the rate to zero percent for up to 60 months and stacked up to $12,500 in combined lease incentives from March onwards.
The offer applies to both the 2026 Gravity Touring and Grand Touring and requires buyers to take delivery by July 31 — as the company aims to clear inventory of the previous version, three months after debuting the 2027 model year in the US.
Buyers who prefer a longer term can instead finance from $681 a month over 84 months with a $20,000 down payment, and stack an additional $3,000 for trading in an eligible vehicle.
On the lease side, the 2026 Gravity Touring is advertised from $699 a month and the Grand Touring from $949 a month, each over 24 months.
