Lucid Motors led sales in the large luxury electric sedan segment in the U.S. during the second quarter of 2025, but deliveries of its Gravity SUV remained minimal, according to data released on Monday by Cox Automotive.
The California-based EV maker delivered 2,630 units of its Air sedan between April and June, up 9.9% from a year earlier.
Including the five Gravity SUVs sold in the quarter, Lucid’s total U.S. deliveries stood at 2,635 units.
Globally, the company delivered 3,309 vehicles in the second quarter, marking a 38% year-on-year increase. For this year, Lucid estimates to produced approximately 20,000 vehicles.
Tesla’s Model S ranked second in the segment, with U.S. sales plunging 70.9% to 1,435 units.
The Model S currently starts at $84,990. Porsche delivered 1,064 Taycans, up 31.8% from the previous year. BMW reported 820 i7 sedans sold, down 11.7%, while Mercedes-Benz registered 498 EQS deliveries, a 60.2% decline.
The Lucid Air sedan starts at $69,900, significantly undercutting the Taycan and i7, whose entry-level trims begin at $103,900 and $105,700 respectively.
Tesla introduced refreshed versions of the Model S and X in mid-June, adding a new paint color, improved noise insulation, revised suspension tuning, and a slight range boost. Prices for both models were increased by $5,000 shortly after the update.
Despite the steep drop in Model S sales, Tesla retained its position as the U.S. EV market leader, delivering 143,535 battery electric vehicles in the quarter, down 12.6% from a year earlier.
The Model Y accounted for the bulk of that total, with 86,120 units sold.
A recent drone flyover of Lucid’s Casa Grande factory in Arizona, captured earlier this month, suggests Gravity SUV production is ramping up. The footage showed approximately 600 Gravity vehicles across several lots, a notable increase from a similar flyover filmed in early June.
The video’s author noted a drop in the number of Air sedans visible, suggesting a shift in production focus toward the SUV.
“Lots of Gravity awaiting transport to both KSA and North America,” the user wrote, adding that some of the vehicles may be pre-assembled units destined for final assembly at Lucid’s AMP-2 facility in Saudi Arabia.
It remains unclear how many of the 600 observed units are fully built and ready for delivery versus those awaiting further production.
Lucid has said it must double its vehicle output in the second half of the year to reach its 2025 production target of “approximately 20,000” units.
In Europe, the brand registered 27 vehicles across Germany, Norway, Switzerland and the Netherlands last month, up 22.7% from a year earlier but down slightly from 28 units in May, according to official national data and the platform EU-EVs.
Separately, Lucid last week introduced a retrofit program enabling owners of earlier Air models to upgrade their infotainment systems to the 2025 standard. The $950 upgrade replaces the Center Console Control (CCC) unit and includes the latest-generation processor found in current Air and Sapphire models.
