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Rivian Faces Back-Loaded 2026 Deliveries and Higher R2 Costs

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Management raised Rivian’s 2026 delivery target to 65,000–70,000, with most volume weighted to the back half: 42,400–47,400 in 2H implies the second half must run close to double the first. R2 trim timing delays mid-spec and standard versions into early 2027, while R2 producing below normalized levels added about $100M incremental cost of revenue in Q2 and may drag margins into Q3.

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