Q3 Production/Sales Results are in

[petergottlieb]

NEWARK, CA — October 6, 2025 — Lucid Group, Inc. (NASDAQ: LCID), maker of the world’s most advanced electric vehicles, today announced production and delivery totals for the quarter ended September 30, 2025. During this period, Lucid produced 3,891 vehicles, with more than 1,000 additional vehicles built for Saudi Arabia for final assembly. Lucid delivered 4,078 vehicles during the same period.1

During the nine months ended September 30, 2025, Lucid produced 9,966 vehicles, excluding additional vehicles in transit to Saudi Arabia for final assembly, and delivered 10,496 vehicles....

Lucid Motors

Generated by lucidmotors.com

media.lucidmotors.com

 

[socktucker]

that's pretty solid right?

 

[merveille07]

that's pretty solid right?

Seems like investors think otherwise.

 

[Bdr100]

NEWARK, CA — October 6, 2025 — Lucid Group, Inc. (NASDAQ: LCID), maker of the world’s most advanced electric vehicles, today announced production and delivery totals for the quarter ended September 30, 2025. During this period, Lucid produced 3,891 vehicles, with more than 1,000 additional vehicles built for Saudi Arabia for final assembly. Lucid delivered 4,078 vehicles during the same period.1

During the nine months ended September 30, 2025, Lucid produced 9,966 vehicles, excluding additional vehicles in transit to Saudi Arabia for final assembly, and delivered 10,496 vehicles....

Lucid Motors

Generated by lucidmotors.com

media.lucidmotors.com

Lucid CEO was still sticking to prediction of 20,000 vehicles produced/delivered for 2025 as of a week or so ago. So to meet that goal they will have to produce as many vehicles in this last quarter as they did in first 3 quarters total.

 

[socktucker]

Seems like investors think otherwise.

hey look its the guy who cosplays as a Lucid owner

 

[petergottlieb]

that's pretty solid right?

A year ago they manufactured 1805 vehicles and sold 2781 in quarter 3, so they have doubled production and pushed sales up by about 30 percent. It would be surprising if they hit their production/sales goals for the year at this rate, but it's solid growth over last year, and a healthy sign that they are finally getting Gravity production moving...

 

[merveille07]

hey look its the guy who cosplays as a Lucid owner

I don't even know what that means; but OK

 

[illopp00]

Overall Growth rate is solid, gonna need a monster quarter to hit the public targets. Rivian just downgraded sales and production again by 15%.

 

[socktucker]

I don't even know what that means; but OK

You know exactly what I mean.

You don't own a Lucid, you just come here and start drama.

 

[petergottlieb]

Lucid CEO was still sticking to prediction of 20,000 vehicles produced/delivered for 2025 as of a week or so ago. So to meet that goal they will have to produce as many vehicles in this last quarter as they did in first 3 quarters total.

Yeah, that seems unlikely... I mean I know it's a "fake it till you make it" world, but promising things you can't deliver seems like a bad strategy to me. I am very curious to know how Gravity demand is shaping up.

 

[merveille07]

You know exactly what I mean.

You don't own a Lucid, you just come here and start drama.

You need some of that in every forum/group; No?

 

[Pragmatic]

Still wish they'd breakout sales/deliveries by model (Air and Gravity) as most OEM's (other than Tesla) do. Would limit needless speculation and allow investors to better gauge how the company is doing.

 

[socktucker]

You need some of that in every forum/group; No?

 

[borski]

View attachment 33134

Both of you: please stick to the topic.

 

[Leftlane]

Nice percentage growth over last year but they need to ramp well beyond 1k cars a month. Hopefully a more robust Gravity delivery schedule will commence shortly.

 

[Bdr100]

I have a feeling that growth is less constrained by factory capacity or customer demand but rather supply chain issues. The Air has supply issues with DDPro components and Gravity with HUDs. In addition we have heard about other issues such as magnets for motors, etc.

 

[socktucker]

Both of you: please stick to the topic.

deal.

 

[socktucker]

I have a feeling that growth is less constrained by factory capacity or customer demand but rather supply chain issues. The Air has supply issues with DDPro components and Gravity with HUDs. In addition we have heard about other issues such as magnets for motors, etc.

there's a throughput issue somewhere, I can't imagine their fixed production ability decreased any year over year.

 

[Leftlane]

I have a feeling that growth is less constrained by factory capacity or customer demand but rather supply chain issues. The Air has supply issues with DDPro components and Gravity with HUDs. In addition we have heard about other issues such as magnets for motors, etc.

Agree - if I was spending that kind of $$ and waiting that long, no way I’d settle for not having something like HUD. I’d just wait longer or abandon the plan altogether.