Rivian汽车第四季度收益亮点:收入超预期,每股收益超预期,2025年指引,R2更新

财报速递
02-21

电动汽车制造商Rivian汽车公司在周四市场收盘后报告了第四季度财报。 以下是主要亮点: Rivian报告第四季度收入为17.3亿美元,超过Benzinga Pro数据显示的14亿美元的市场普遍预期。 收入创下季度新高,得益于软件和服务收入增长以及公司R1车辆的平均售价提高。 该公司报告本季度调整后的每股亏损为0.46美元,优于市场预期的每股亏损0.65美元。 Rivian在第四季度实现了1.7亿美元的毛利润。 该公司宣布与大众集团(OTC:VWAGY)的合资企业完成交易,总交易规模高达58亿美元。 Rivian还宣布其商用电动送货车向亚马逊以外的客户开放销售。 Rivian之前报告第四季度交付14183辆电动车,是公司第二高的季度总量。公司在第四季度生产了12727辆汽车。 该公司在2024年结束时累计交付了51579辆汽车。全年生产总量为49476辆。 "本季度我们实现了正毛利润,并在2024年第四季度相对于2023年第四季度每辆车交付时的汽车销售成本减少了31000美元。我们在业务各方面的成本效率关注对于我们大规模市场产品的推出至关重要,"Rivian首席执行官RJ Scaringe说。 公司表示,未来将着眼于以下关键驱动因素: - 向盈利迈进 - 优化运营效率 - 技术领导地位 - 需求生成和改善客户体验 Rivian预计2025财年调整后的息税折旧及摊销前亏损在17亿到19亿美元之间。公司预计2025财年将实现“适度的毛利润”。 Rivian表示,潜在的政府政策和法规会影响2025年的预期。 "尽管不确定性仍然存在,但我们仍然专注于实现我们的关键驱动力,并对电气化世界的长期愿景充满信心。" Rivian预计2025财年交付46000至51000辆汽车。 "我对R2感到无比兴奋,我相信其能力和成本效率,加上客户的极大兴奋,将使R2成为Rivian的真正变革性产品,"Scaringe说。 RIVN股价动向:Rivian股价在周四盘后交易中上涨3.59%至14.10美元,相较52周的交易区间8.26美元至18.86美元。该股票在财报发布前的一年内下跌了14.4%。 下一步阅读:Rivian首席执行官淡化$7,500电动车税收抵免问题:‘不是政治问题’

以上内容来自Benzinga Earnings专栏,原文如下:

Electric vehicle manufacturer Rivian Automotive reported fourth-quarter financial results after the market close Thursday.

Here are the key highlights.

What Happened: Rivian reported fourth-quarter revenue of $1.73 billion, beating a Street consensus estimate of $1.4 billion according to data from Benzinga Pro.

Revenue, which was a quarterly record, was boosted by software and services revenue growth and a higher average selling price for the company's R1 vehicles.

The company reported an adjusted loss of 46 cents per share in the quarter, beating a Street estimate of a loss of 65 cents per share.

Rivian achieved a gross profit of $170 million in the fourth quarter.

The company announced it closed on its joint venture with Volkswagen Group (OTC:VWAGY). The joint venture has a total deal size of up to $5.8 billion.

Rivian also announced it opened sales of its commercial electric delivery vans to customers outside of Amazon.com.

Rivian previously reported fourth-quarter deliveries of 14,183 EVs, which was the company’s second highest quarterly total. The company produced 12,727 vehicles in the fourth quarter.

The company finished 2024 with 51,579 deliveries. Full-year production was 49,476 vehicles.

"This quarter we achieved positive gross profit and removed $31,000 in automotive cost of goods sold per vehicle delivered in Q4 2024 relative to Q4 2023. Our focus on cost efficiency across the business is critical for the launch of our mass market product," Rivian CEO RJ Scaringe said.

Read Also: Rivian Q4 Earnings Preview: Profitability Progress, R2 Launch, 2025 Outlook And Key Factors To Watch

What's Next: The company said it remains focused on the following key drivers moving forward:

  • Drive towards profitability
  • Optimize operational efficiency
  • Technology leadership
  • Demand generation and enhancing the customer experience

Rivian is guiding for adjusted EBITDA of a loss of $1.9 billion to a loss of $1.7 billion for fiscal 2025. The company expects to have a "modest gross profit" for fiscal 2025.

Rivian said potential government policies and regulations are impacting 2025 expectations.

"While uncertainties persist, we remain focused on executing against our key value drivers and are confident in electrifying the world in the long term."

Rivian is guiding for deliveries of 46,000 to 51,000 vehicles in fiscal 2025.

"I couldn't be more excited about R2, and I believe the capabilities and cost efficiencies along with the amazing level of excitement from customers will make R2 a truly transformational product for Rivian," Scaringe said.

RIVN Price Action: Rivian stock is up 3.59% to $14.10 in after-hours trading Thursday versus a 52-week trading range of $8.26 to $18.86. The stock was down 14.4% over the last year heading into the earnings report Thursday.

Read Next:

  • Rivian CEO Downplays $7,500 EV Tax Credit Concerns: ‘Not A Political Thing’

The Rivian R2. Courtesy photo.

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