$RIVN · Schwab Network · 2026-10-30
Rivian 营收超预期（21.6 亿美元，同比增长 38%），调整后每股亏损也优于预期（亏损 48 美分，预期为亏损 62 美分），R2 交付 19,248 辆、增长 46%，并上调了交付量和调整后 EBITDA 指引。说话者称这是一个非常好的季度，但表示规模化和成本控制多年来一直是其问题，至今仍未得到验证。
逐段跳播
好的。然后是一家表现不佳的车企，也就是 Rivian。其股价在盘前上涨。考虑到今年迄今为止的股价表现，这显然是 Rivian 需要的一场胜利。但最新情况如何？
All right. And then one poor cars, that's Rivian. Those shares moving higher in the pre-market. It's clearly a win that Rivian needed given how shares have performed so far this year. But what's the latest here?
是的，我们看到股价上涨约6%。公司在营收和利润两方面都超出了预期。营收为21.6亿美元，同比增长38%。华尔街预期约为19.9亿美元。调整后每股收益仍为亏损48美分，但华尔街预期亏损62美分。而且本季度整体毛利率实际上达到了8%。
Yeah, we are seeing the shares up about 6%. The company was able to beat both on the top and bottom line. Revenue came in at $2.16 billion. That's a 38% increase on a year-over-year basis.
Street was looking for around 1.99 billion. Uh the adjusted earnings per share still came in at a loss of 48 cents, but Street was looking for a loss of 62 cents. And gross margins actually came in at 8% overall for the quarter.
这是因为交付量。他们交付了多达19,248辆车，同比增长46%，这确实是因为 R2 现在正在推动他们的销售增长。
Now, this is because of the deliveries. They were able to deliver up to 19,248 vehicles, up 46% on a year-over-year basis, and this is really because of the R2 is now driving uh their their sales growth here.
而且他们对未来持乐观态度，从他们的指引中也能看出这一点。他们实际上将交付指引上调了约2,000辆车，同时本季度的调整后 IBITA 以及他们的指引或财年指引也有所改善。
And they are optimistic when it comes to the future as well as you can see that within their guidance. they actually increased their delivery guidance up uh by about 2,000 vehicles and then you are also seeing the adjusted IBITA being improved as well for the quarter for their guidance or their fiscal year guidance.
所以总体而言，对他们来说这是一个非常好的季度，希望他们能够扭转局面，在实现规模化的同时也能控制好一些成本，而这正是 Rivian 过去几年一直存在的问题。
So overall a really good quarter for them and hopefully they're able to turn it around uh as far as uh being able to scale as well as being able to manage some of the cost that's been the issue with Rivian over the last couple years.