Rivian announced on Thursday that it is developing new variants of its electric delivery van (EDV) with a higher driving range.
The new model will be the third version added to its EDV lineup, and is being co-developed with Amazon, its main backer since 2019.
According to the shareholder letter shared with the full-year results, Rivian will introduce All-Wheel Drive and a larger battery pack in the commercial vehicle.
“In addition to the EDV FWD [Front-Wheel Drive] standard battery pack variant already on the road, we are developing new variants of the van with a larger battery pack and AWD,” the statement read.
The larger battery brings a 30% increase in range, while All Wheel Drive improves traction in conditions like mud and snow.
“These new variants will expand EDV route coverage in Amazon‘s network,” Rivian stated.
Questioned by Goldman Sachs’ analyst Mark Delaney during the earnings call on “flattish volumes” expectations for the EDV, mentioned earlier by CFO Claire McDonough, CEO RJ Scaringe said the company expects “some growth” this year.
“We do expect some growth in our EDV demand in 2026,” Scaringe said, adding that the new variants will “help unlock specific use cases within the Amazon network.”
“We’re working really closely with Amazon in defining the requirements of those and excited to get those launched,” the Chief Executive Officer stated.
“And the relationship with Amazon continues to be very positive, she added. “And certainly, the EDV continues to perform extremely well.”
However, Delaney’s question about “when to expect that new product for the commercial segment” was left unanswered.
EDV Variants
Rivian currently offers its electric delivery van in two variants: the EDV 500 and EDV 700.
They offer an estimated range of 160 miles (420 km) and a space range of approximately 487 cubic feet (13.8 cubic meters) and 652 cubic feet (18.5 cubic meters), respectively.
While the vans initially developed for the retail giant were the larger sized EDV 700, Rivian launched the smaller-sized EDV 500 in 2023.
Both Amazon and Rivian said then that they had “designed a shorter, thinner van than its US counterpart, in order to better fit in Europe’s cities.”
The EDV 500 is also used internally by its Mobile Service, a support service for vehicle owners that meets them at their location, including both passenger vehicle and commercial fleet customers.
Units of the EDV 500 were spotted in Amazon’s grounds in Indiana late last year, sparking debate about whether these would be supplied to service partners of the retail giant.
It remains unclear whether the new variants will be offered in the same sizes or if they will be either smaller or bigger.
Commercial Fleets
Rivian opened orders for both its EDV 500 and 700 to businesses exactly a year ago, expanding its reach beyond Amazon, which bought 100,000 electric delivery vans from the company in 2019.
For new customers, the vans are priced from $79,900 and $83,900, depending on the size.
Since February 2025, the brand has officially announced its first client, HelloFresh, and a deal with the pizza delivery firm Slice.
Although the company has not officially announced any other deals, other branded vans have been spotted, suggesting that local businesses are making small purchases.
In mid-October, a Rivian electric delivery van bearing a Cintas Corp. logo was spotted, suggesting the US uniform and safety supplier may be testing the vehicle or has become a commercial fleet customer.
Illinois-based maintenance company Wm. Masters has also purchased (at least) one of these vans.
Global logistics giant DHL was also seen piloting Rivian’s vans in mid-2024, though no purchase agreement has been announced.
2025 Sales
Last year, Rivian delivered at least 15,000 EDVs to Amazon, considering the retail giant’s disclosures.
However, sales figures revealed by Cox Automotive last month showed that the number of EDVs registered across the US in 2025 fell 27% year over year to just under 10,000 units.
The company also delivers these vans in Canada and in Europe, though in a much smaller scale.
Last September, RJ Scaringe admitted that the electrification of the commercial business had “gone slower than we thought it would.”
Despite that, the executive said he expects that “the commercial space will electrify” until 2030.
Rivian is guiding deliveries between 62,000 and 67,000 vehicles this year, of which 18,000 to 22,000 are expected to be in the first half of the year.
Speaking about the volume distribution in its lineup in the second half, CFO Claire McDonough said that the company “expects to see the continuation of the ramp of R2, coupled with the ongoing deliveries of our commercial van as well as R1.”
“On a full year basis, you can think about the R1 coupled with the commercial van being roughly in line with our 2025 total volumes,” she added.
The figures indicate that the company estimates EDV sales to represent about 15–16% of its volume in 2026, if considering registrations of around 10,000 units.
