Lucid Motors’ interim CEO Marc Winterhoff said on Tuesday that the company estimates the Gravity SUV will represent most of its production and deliveries in 2026.
After having hinted in late February that the number of mid-size EVs produced in 2026 would not be meaningful, management has now revealed that it expects its debut Air sedan sales to “stay flat.”
Lucid expects to manufacture between 25,000 and 27,000 electric vehicles in 2026, up from the 18,378 produced last year.
The company did not provide delivery guidance.
The executive was speaking at Cantor Fitzgerald’s Global Technology & Industrial Growth Conference, where Chief Financial Officer Taoufiq Boussaid was also present.
In two days, Lucid is scheduled to hold its first and highly anticipated Investor Day, for which it released a detailed agenda for the upcoming event on Monday.
The company will offer an update to its “strategic priorities, operational execution, long-term growth roadmap, and financial outlook,” while providing an “early, in-depth preview” of the midsize platform.
Air Sedan
Questioned about what kind of mix the company is expecting for the Air and Gravity vehicles this year, Winterhoff said the Air model is “relatively flat.”
“I mean, we’re expecting a little bit of increase, but that’s more as we go into new markets, new international markets,” he noted.
The EV maker is set to triple its European footprint throughout 2026.
Lucid is gearing up to begin sales in France, Belgium, Spain, Denmark, the UK, among others — as confirmed last September in a media event held in Munich, Germany.
Winterhoff flagged that the “large sedan segment is not growing, it’s actually contracting in some areas.”
Given that, the company is expecting sales of its debut model to stay flat, while “the vast majority of our additional production, and then ultimately deliveries, we expect to be Gravity.”
Gravity SUV
According to management, that “already happened at the end of last year, in the fourth quarter, where the majority of our vehicles were actually gravities, you know.”
The company’s CFO Taoufiq Boussaid stated late last year that Lucid‘s second model would outsell the Air sedan for the first time in the fourth quarter, becoming the major driver of the new output record.
“Q4 will be primarily the Gravity quarter. It will represent the majority of our production and our sales,” Boussaid said then. “And again, as I said, this is as per our initial expectation and plan.”
However, figures released by Cox Automotive from the final quarter of 2025 suggest that the Air sedan accounted for 3,188 units, while the Gravity SUV stayed at just 1,801.
Vehicle ASP
Questioned on how critical the SUV is for Lucid over the next 12 to 18 months, the management said it comes with a “significantly higher ASP [average selling price].”
Last October, Winterhoff said that the average selling price of the Gravity SUV was at about $120,000.
“So the mixed contribution, you know, overall performance is very significant,” he said on Tuesday.
Lucid delivered 5,345 vehicles globally in the fourth quarter and a total of 15,841 in 2025.
Cox Automotive data showed that 4,330 of these were sold in the United States between October and December, totaling 12,614 units in full-year 2025.
Considering the $429.4 million revenue reported in the US during the fourth quarter, Lucid’s average selling price (ASP) per vehicle in its domestic market was $99,170.
For the full year, total revenue reached $1.354 billion, with North America accounting for $1.167 billion of the total and the United States alone generating $1.142 billion — 84.4% of full-year revenue.
The company’s ASP in the US last year stood at $90,530.
Sales Figures
Lucid‘s US sales nearly doubled in February to 1,500 units, according to data published by Motor Intelligence.
The gain follows a 156% year-over-year surge in January, though month-over-month sales slipped roughly 200 units from the prior month’s pace.
Motor Intelligence breaks down figures by “cars” and “trucks,” with the debut Air sedan being considered in the first category and the Gravity SUV ranked in the second one.
According to February data, the Air sedan accounted for 900 out of the 1,500 units registered, which indicates that the Gravity SUV represented the remaining 600 units.
