Lucid Announces Q4 Production & Deliveries, Sets Date for Fourth Quarter 2025 Results
Rhea-AI Summary
Lucid (NASDAQ: LCID) reported production and delivery totals for the quarter and year ended December 31, 2025 and set its Q4 2025 earnings release and call dates.
Key figures: 2025 production 18,378 vehicles (+104% YoY); 2025 deliveries 15,841 vehicles (+55% YoY); Q4 2025 production 8,412 vehicles (+116% vs Q3 2025); Q4 2025 deliveries 5,345 vehicles (+31% vs Q3 2025). Lucid will release full fourth quarter financial results and host an earnings call on February 24, 2026 at 2:30 pm PT / 5:30 pm ET. A shareholder Q&A via Say Technologies opens February 10, 2026 and closes February 23, 2026.
Positive
- 2025 production 18,378 vehicles (+104% YoY)
- 2025 deliveries 15,841 vehicles (+55% YoY)
- Q4 production 8,412 vehicles (+116% vs Q3 2025)
- Q4 deliveries 5,345 vehicles (+31% vs Q3 2025)
Negative
- Deliveries trailed production by 2,537 vehicles in 2025
- Full fourth-quarter financial results, including net income and cash flow, are not yet released
News Market Reaction
On the day this news was published, LCID gained 4.84%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
LCID gained 5.49% while peers were mixed: ZK +0.04%, VFS +1.2%, PSNYW -8.81%, PSNY -6.07%, NIO -3.38%, indicating a largely stock-specific reaction.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 16 | Product awards | Positive | -2.5% | Gravity SUV and Air Pure named to Car and Driver 10Best lists. |
| Dec 15 | CPO program launch | Positive | -5.8% | Launch of Lucid Recharged certified pre-owned vehicle program. |
| Dec 08 | Investor conference | Positive | -4.9% | Interim CEO fireside chat at NASDAQ Investor Conference. |
| Dec 01 | Investor conference | Positive | -7.7% | CFO presentation at UBS Global Industrials & Transportation Conference. |
| Nov 20 | Product launch | Positive | -6.0% | Announcement of Lucid Gravity Touring luxury electric SUV and pricing. |
Recent positive product and branding news has repeatedly seen negative next-day price reactions, indicating a pattern of selling into good news.
This announcement adds concrete production and delivery growth to a recent stream of Lucid updates. In late 2025, the company highlighted product recognition for Gravity and Air, launched the Lucid Recharged CPO program, and showcased leadership participation at major investor conferences. Despite generally positive narratives and new product milestones like the Gravity Touring launch on Nov 20, shares reacted negatively after each event. Today’s production and delivery gains contrast with that pattern and may be viewed against this history of post-news weakness.
Market Pulse Summary
This announcement highlights substantial operational momentum, with full-year 2025 production of 18,378 vehicles, up 104% year over year, and Q4 production of 8,412. Deliveries also rose, with 15,841 vehicles for the year and 5,345 in Q4. Investors may compare this growth to prior late-2025 product and branding updates that did not translate into lasting share strength. The upcoming February 24, 2026 earnings call and detailed net income and cash flow metrics will be key to assessing progress beyond volume.
AI-generated analysis. Not financial advice.
During Q4 2025, Lucid produced 8,412 vehicles, up
Lucid will host a conference call to discuss its fourth quarter 2025 financial results on Tuesday, February 24, 2026, at 2:30 pm PT / 5:30 pm ET. Prior to the conference call, the company will issue an earnings press release with a link to the live webcast on its investor relations website, https://ir.lucidmotors.com.
To enhance engagement with the company's shareholder base and facilitate connections with its investors, Lucid is partnering with Say Technologies to allow retail and institutional shareholders to submit and upvote questions, a selection of which will be answered by Lucid management during the earnings call.
Starting on February 10, 2026, at 2:30 pm PT / 5:30 pm ET, all shareholders can submit questions by visiting: https://app.saytechnologies.com/lucid-group-2025-q4. This Q&A platform will remain open until 2:30 pm PT / 5:30 pm ET on February 23, 2026. Shareholders can email support@saytechnologies.com for any support inquiries.
Earnings Call Details:
Date: Tuesday, February 24, 2026
Time: 2:30 pm PT / 5:30 pm ET
Webcast: https://ir.lucidmotors.com (live and replay)
1 Lucid's net income and cash flow results will be announced along with the rest of its financial performance when Lucid announces fourth quarter earnings. Lucid vehicle production and delivery numbers represent only one measure of the company's operating performance and should not be relied on as sole indicators of quarterly financial results, which depend on a variety of factors.
About Lucid Group
Lucid (NASDAQ: LCID) is a Silicon Valley-based technology company focused on creating the most advanced EVs in the world. The award-winning Lucid Air and Lucid Gravity SUV deliver best-in-class performance, sophisticated design, expansive interior space and unrivaled energy efficiency. Lucid assembles both vehicles in its state-of-the-art, vertically integrated factories in
Investor Relations Contact
Sign up for investor email alerts: https://ir.lucidmotors.com/ir-resources/email-alerts
Media Contact
Trademarks
This communication contains trademarks, service marks, trade names and copyrights of Lucid Group, Inc. and its subsidiaries and other companies, which are the property of their respective owners.
Forward-Looking Statements
This communication includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "shall," "expect," "anticipate," "believe," "seek," "target," "continue," "could," "may," "might," "possible," "potential," "predict" or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements. These statements are based on various assumptions, whether or not identified in this communication, and on the current expectations of Lucid's management. These forward-looking statements are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and may differ from these forward-looking statements. Many actual events and circumstances are beyond the control of Lucid. These forward-looking statements are subject to a number of risks and uncertainties, including those factors discussed under the headings "Cautionary Note Regarding Forward-looking Statements" and "Risk Factors" in Lucid's Annual Report on Form 10-K for the year ended December 31, 2024, subsequent Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, as well as in other documents Lucid has filed or will file with the Securities and Exchange Commission. If any of these risks materialize or Lucid's assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. There may be additional risks that Lucid currently does not know or that Lucid currently believes are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect Lucid's expectations, plans or forecasts of future events and views as of the date of this communication. Lucid anticipates that subsequent events and developments will cause Lucid's assessments to change. However, while Lucid may elect to update these forward-looking statements at some point in the future, Lucid specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing Lucid's assessments as of any date subsequent to the date of this communication. Accordingly, undue reliance should not be placed upon the forward-looking statements.
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SOURCE Lucid Group
FAQ
What were Lucid (LCID) full-year 2025 production and delivery totals?
How did Lucid's (LCID) Q4 2025 production and deliveries compare to Q3 2025?
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