Rivian Automotive (RIVN) Earnings Analysis

Rivian Automotive (RIVN) beat expectations in Q2 FY2026 on revenue of $1.7B versus the $1.5B estimate (+27.2% YoY) and EPS of $-0.47. The next Rivian Automotive (RIVN) earnings date is Nov 3, 2026. Below is the full Rivian Automotive earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Rivian Automotive (RIVN) Earnings Analysis — key stats

Next earnings dateNov 3, 2026
Latest reported quarterQ2 FY2026
Earnings verdictBeat
EPS beat rate6 of last 8 (quarters above estimate)
Avg next-day move±9.8% (over the last 8 reports)
Post-earnings directionUp 3 / Down 5 (of the last 8 reports)
Implied move (next report)±26.9% (options-derived · into Nov 3, 2026)
Institutional ownership61.7% (13F as of 2026-06-30)
Top 10 holders35.2% (of shares outstanding)
Insider activity4 buys / 8 sells (recent Form 4 filings)
Revenue$1.7B (vs $1.5B est · +9.2% surprise · +27.2% YoY)
EPS$-0.47 (vs $-0.66 est · +29.1% surprise · -35.1% YoY)
Share price$16.60 (-2.2%)
Market cap$20.2B

Rivian Automotive (RIVN) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$1.7B vs $1.5B est$-0.47 vs $-0.66 est+29.1%-6.8%Beat
Q2 FY2026$1.4B vs $1.4B est$-0.55 vs $-0.63 est+13.0%-6.5%Mixed
Q1 FY2026$1.3B vs $1.3B est$-0.54 vs $-0.71 est+23.8%+20.1%Mixed
Q4 FY2025$1.6B vs $1.5B est$-0.70 vs $-0.74 est+5.3%+16.9%Beat
Q3 FY2025$1.3B vs $1.3B est$-0.80 vs $-0.65 est-23.7%-6.2%Mixed
Q2 FY2025$1.2B vs $997.7M est$-0.41 vs $-0.77 est+46.8%-6.1%Beat
Q1 FY2025$1.7B vs $1.4B est$-0.52 vs $-0.69 est+24.6%-6.9%Beat
Q4 FY2024$874.0M vs $991.5M est$-1.03 vs $-0.96 est-7.7%+9.1%Miss

Top institutional holders

Holder% outstandingSharesValueQoQ change
Amazon Com INC12.7%158.4M$2.7B+0.0%
Blackrock, INC.4.5%56.4M$978.9M+4.5%
Baillie Gifford & CO3.5%43.2M$749.7M-1.4%
Vanguard Capital Management LLC3.1%39.3M$681.3M-2.5%
Vanguard Portfolio Management LLC2.8%34.8M$604.4M-3.5%
Jpmorgan Chase & CO1.8%22.7M$381.4M-0.6%
State Street Corp1.8%22.4M$388.6M+8.7%
Slate Path Capital LP1.8%22.0M$381.3M+100.0%
D. E. Shaw & CO., INC.1.7%20.8M$361.4M+141.4%
Uber Technologies, INC1.6%19.6M$339.3M+100.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
McDonough Claireofficer: Chief Financial Officer2026-08-20Sell8K$128368
Scaringe Robert Jdirector, officer: Chief Executive Officer2026-08-15Sell44K$676347
McDonough Claireofficer: Chief Financial Officer2026-08-15Sell39K$593510
McDonough Claireofficer: Chief Financial Officer2026-08-18Sell13K$190650
CALLAHAN MICHAEL JOHNofficer: Chief Administrative Officer2026-08-15Sell42K$646380
Venkataratnam Sreelaofficer: Chief Accounting Officer2026-08-15Sell20K$311762
Gomez Aidan N.director2026-07-20Buy769—
Gomez Aidan N.director2026-07-20Sell343$5985

What you'll find

Frequently asked questions

When is Rivian Automotive's next earnings date?
Rivian Automotive's (RIVN) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Rivian Automotive (RIVN) beat or miss earnings?
In Q2 FY2026, Rivian Automotive (RIVN) posted beat results — revenue of $1.7B versus the $1.5B estimate (+9.2% surprise) and EPS of $-0.47 versus $-0.66 expected (+29.1% surprise). Magnisto decodes every Rivian Automotive (RIVN) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Rivian Automotive beat earnings estimates?
Over its last 8 reported quarters, Rivian Automotive (RIVN) beat Wall Street EPS estimates 6 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Rivian Automotive (RIVN) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Rivian Automotive stock move after earnings?
Over its last 8 quarterly reports, Rivian Automotive (RIVN) moved an average of ±9.8% the day after earnings — ranging from -6.9% (Q1 FY2025) to +20.1% (Q1 FY2026). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±26.9% (derived). Magnisto tracks the realized post-earnings move for every Rivian Automotive (RIVN) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Rivian Automotive?
Institutions hold about 61.7% of Rivian Automotive's (RIVN) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Amazon Com INC (12.7%), Blackrock, INC. (4.5%), Baillie Gifford & CO (3.5%). Magnisto lists Rivian Automotive's (RIVN) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Rivian Automotive (RIVN)?
In the most recent Form 4 filings Magnisto tracks, Rivian Automotive (RIVN) insiders recorded 4 purchases and 8 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Rivian Automotive (RIVN) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Rivian Automotive (RIVN), anchored to the current $16.60 share price, so you can weigh the bull, base and bear cases for Rivian Automotive side by side.
Is Rivian Automotive (RIVN) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Rivian Automotive fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.