Rivian‘s latest recall filing revealed that the company built at least 2,481 R2 SUVs between April 23 and August 10, offering one of the few model-level production figures the company has disclosed since the vehicle entered production.
The report, submitted to the US National Highway Traffic Safety Administration (NHTSA) on September 16 and published on Wednesday, addresses software that may fail to show the rearview camera image for the required duration in some rare cases when the driver shifts into reverse.
Rivian determined the affected population using manufacturing records, the filing states.
The figure is a floor, not a production total. The filing says vehicles outside the recall were built or delivered with software that is not affected, so R2s built in the same period with corrected software are not counted.
Across all nameplates, the campaign covers 98,828 vehicles in the US, spanning 2022–2027 R1S, 2022–2026 R1T and 2027 R2 models built with the affected software between August 23, 2021 and August 10, 2026.
A software update remedying the condition is already available and has been installed on over 95% of impacted vehicles, including 95% of affected R1s and 96% of affected R2s.
A Rare Model-Level Data Point
Rivian reports a single company-wide production and delivery figure each quarter, combining the R1S, R1T, R2 and the electric delivery van.
Outside regulatory filings, the EV maker does not disclose production or deliveries by model.
Before the filing, the closest external reading came from Cox Automotive.
Its Kelley Blue Book second-quarter report estimated Rivian’s US sales at 11,405 units, 789 below the 12,194 deliveries the company reported on July 2.
Cox did not list the R2 as a separate line item, which suggests the gap largely reflects R2 deliveries.
Customer deliveries and R2 order invitations both began on June 9.
Each figure measures something different.
The recall counts vehicles built through August 10 with the affected software, while Cox’s figure is an estimate of salesthrough June 30.
VIN Count Runs Ahead
Since June, most public R2 volume data has come from owners.
‘Rivian Roamer’, an owner-run tracker, showed the highest linked R2 vehicle identification number (VIN) at 12,3XX as of Wednesday morning, up from 12,1XX on September 20 and about 9,400 on August 29.
VINs are assigned before a vehicle is complete, so the serial count runs ahead of finished cars and further ahead of customer handovers.
Of the 1,203 R2s linked to Rivian Roamer as of Wednesday morning, 600 had been delivered, 159 had a delivery booked, 59 had a VIN assigned without a delivery date and 385 were waiting for a VIN.
The median wait from a confirmed order to a VIN was 11 days, nine days longer than in the previous four weeks, according to the tracker. The median wait from VIN to pickup was 18 days, 15 days shorter.
Order-invitation activity also rose over the summer.
Weekly mentions of R2 order invites across Reddit, RivianForums and a Facebook group totalled 265 across the four full weeks of August, against 102 in July, according to data compiled by X user ‘Rivian_DD’.
Rivian does not report those figures, and they should be read as a self-reported indicator.
Demand Outpacing Supply
Management has framed production, rather than demand, as the binding constraint.
Founder and Chief Executive Officer RJ Scaringe told Morgan Stanley’s Laguna Conference on September 15 that reservation holders are converting to the Launch Edition at a higher rate than Rivian expected.
He gave no conversion rate or order count.
Only the Performance with Launch Package is on sale, priced at $57,990 before a $1,495 destination charge.
A Premium trim at $53,990 is due in late 2026, followed by a Standard Long Range at $48,490 in the first half of 2027.
At the same conference, Scaringe said the R2 ramp is gated by tier-two and tier-three suppliers rather than by the Normal, Illinois plant.
“We can only ramp as fast as our slowest ramping supplier,” he said.
Rivian’s second-quarter results included about $100 million of incremental R2 ramp costs, covering expedited freight, temporary supplier premiums and unabsorbed expenses.
Second Shift Due by Quarter-End
Rivian started R2 production on a single shift.
Scaringe said on the July 30 earnings call that the company expected to add a second shift by the end of the third quarter, which closes on September 30.
Chief Operating Officer Javier Varela said the second shift would not contribute material volume until the fourth quarter.
Chip Newcom, Vice President of Investor Relations, reaffirmed the timing at Goldman Sachs’s Communacopia conference on September 8.
On September 15, Scaringe said the shift remains on track but must be timed to parts availability.
Normal is rated at 215,000 vehicles a year on three shifts, of which up to 155,000 can be R2s.
Rivian has guided to 20,000 to 25,000 R2 deliveries in 2026, within company-wide guidance of 65,000 to 70,000 vehicles.
The minimum output shown in the filing through August 10 equals 9.9% to 12.4% of the R2 range.
Output covered by the filing through August 10 equals 9.9% to 12.4% of the R2 range.
Rivian delivered 22,559 vehicles in the first half of 2026. Reaching the midpoint of its full-year guidance would require about 45,000 deliveries in the second half.
The company typically publishes quarterly production and delivery figures in the first days of the month after a quarter closes, placing the third-quarter release in early October.
