Rivian sold 4,200 vehicles in the US in July, a 14% decline from a year earlier, according to data released Friday by Motor Intelligence.
The July result represents a 20% increase from June and the strongest month since last September. The Irvine-based EV maker recorded only one positive year-over-year performance in the past seven months.
Year-to-date US sales totaled 25,424 vehicles through July, compared to 32,376 in the same period of 2024 — a decline of approximately 21.5%.
The has attributed second quarter production constraints to preparation for the rollout of its 2026 R1S and R1T models, which officially launched in earlyJuly. The new versions feature performance upgrades and revised battery and software systems.
The 2026 R1S Dual-Motor Standard variant starts at $76,990, while the 2026 R1T pickup begins at $70,990.
The second quarter reflected that transition. According to Cox Automotive, Rivian sold 10,599 vehicles in the US between April and June, including 7,898 R1 consumer vehicles and 2,701 electric delivery vans.
Combined R1T and R1S sales fell 31% year-on-year, with the R1T down 47.1% and the R1S down 24.5%. In contrast, electric van deliveries increased 22.4%, providing some buffer against the sharp drop in retail volumes.
Cox Automotive also revealed that Rivian registered 2,701 commercial electric vans in the second quarter, up 22.4% from a year ago, and a total of 4,170 between January and June.
Rivian reported 10,661 global deliveries and 5,979 vehicles produced in Q2, with production scaled back to accommodate tooling changes for the 2026 lineup. The company reiterated its 2025 delivery guidance of 40,000 to 46,000 units.
By comparison, Tesla sold 53,816 vehicles in the US last month. Lucid reported 890 deliveries and Polestar recorded 542 units in July, according to Motor Intelligence.
On June 30, Rivian received a $1 billion equity injection from Volkswagen, triggered by the EV maker reaching a Q1 gross profit milestone under their (up to) $5.8 billion collaboration announced last year.
Second-quarter financial results will be reported on August 5 after the market close. Rivian shares are down nearly 7% so far this year and have fallen 16% over the past 12 months.
