Lucid Group delivers 3,806 vehicles in Q3 2026
Lucid says deliveries exceeded production as it reduced existing vehicle inventory; its third-quarter earnings call is scheduled for November 9, 2026.
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Form Type
8-K
Rhea-AI Filing Summary
Lucid Group, Inc. produced 2,954 vehicles and delivered 3,806 in the third quarter of 2026. Deliveries exceeded production as the company reduced existing vehicle inventory, part of its previously announced operating reset targeting $1.4 billion of cash flow improvements in 2026. Production declined sequentially, consistent with the elimination of a second shift at AMP-1 in June. Lucid also said demand for the Gravity continued to regain momentum.
Lucid will discuss third-quarter financial results on a conference call November 9, 2026, at 2:30 p.m. PT / 5:30 p.m. The company said net income and cash flow results will be announced with its full third-quarter financial results. Shareholders can submit and upvote questions starting October 23, 2026; the question platform closes November 6, 2026.
8-K Event Classification
2 items: 2.02, 9.01
2 items
Item 2.02
Results of Operations and Financial Condition
Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
Vehicles produced: 2,954 vehicles
Vehicles delivered: 3,806 vehicles
Cash flow improvements target: $1.4 billion
+1 more
4 metrics
Vehicles produced
2,954 vehicles
Third quarter of 2026
Vehicles delivered
3,806 vehicles
Third quarter of 2026
Cash flow improvements target
$1.4 billion
Target for 2026
Earnings call
November 9, 2026
Third-quarter 2026 financial results
Key Terms
operating reset, AMP-1, software-defined vehicle architectures
3 terms
operating reset financial
"part of its previously announced operating reset"
AMP-1 technical
"elimination of a second shift at AMP-1 in June"
software-defined vehicle architectures technical
"proprietary technology and software-defined vehicle architectures"
Software-defined vehicle architectures are designs where a car’s capabilities — from safety systems to entertainment and driving assists — are controlled mainly by centralized software rather than separate hardware boxes. Like a smartphone that gains new features through app updates, these architectures let automakers add functions, fix bugs, and sell ongoing services after a vehicle is sold, which can boost recurring revenue, shorten product cycles and concentrate risk around software quality and cybersecurity.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How many vehicles did LCID produce and deliver in Q3 2026?
Lucid produced 2,954 vehicles and delivered 3,806 vehicles in the third quarter of 2026.
When is LCID's Q3 2026 earnings call?
Lucid's conference call to discuss third-quarter 2026 financial results is scheduled for November 9, 2026, at 2:30 p.m. PT / 5:30 p.m. The company said it will issue an earnings press release with a link to the live webcast before the call.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
Date of Report (date of earliest event reported): October 5, 2026
(Exact name of registrant as specified in its charter)
(State or other jurisdiction of incorporation or organization) | (Commission File Number) | (I.R.S. Employer Identification No.) | ||||||
(Address of Principal Executive Offices) | (Zip Code) | |||||||
Registrant's telephone number, including area code: (510 ) 648-3553
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
Securities registered pursuant to Section 12(b) of the Act:
Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
☐
Item 2.02 Results of Operations and Financial Condition.
On October 5, 2026, Lucid Group, Inc. issued a press release announcing its production and delivery totals for the quarter ended September 30, 2026. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
The information in this Current Report on Form 8-K and the exhibits attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
Exhibit No. | Description | |||||||
99.1 | Lucid Press Release Dated October 5, 2026 | |||||||
104 | Cover Page Interactive Data File (embedded within the inline XBRL document) | |||||||
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this Current Report on Form 8-K to be signed on its behalf by the undersigned hereunto duly authorized.
Dated: October 5, 2026 | ||||||||
LUCID GROUP, INC. | ||||||||
By: | /s/Alexander De Bock | |||||||
Name: Alexander De Bock | ||||||||
Title: Chief Financial Officer | ||||||||
 | Exhibit 99.1 | ||||
Lucid Announces Q3 Production and Deliveries, Sets Date for Third Quarter 2026 Earnings
Operating reset advances as Lucid reduces vehicle inventory and aligns production with near-term demand
NEWARK, CA — October 5, 2026 — Lucid Group, Inc. (NASDAQ: LCID), maker of the world’s most advanced software-defined vehicles and technologies, today announced production and delivery totals for the quarter ended September 30, 2026.
Lucid produced 2,954 vehicles and delivered 3,806 vehicles during the third quarter of 2026.¹ Deliveries exceeded production as the company continued to execute its planned inventory reduction, converting existing vehicle inventory into customer deliveries as part of the previously announced operating reset targeting $1.4 billion of cash flow improvements in 2026. Demand for the Lucid Gravity continued to regain momentum.
As part of its operating reset, Lucid continued to align production with near-term demand. Production declined sequentially, consistent with the previously announced elimination of a second shift at AMP-1 in June, while deliveries were above production as the company reduced existing vehicle inventory.
Q3 2026 Earnings Call
Lucid will host a conference call to discuss third quarter 2026 financial results and provide a progress update on its key priorities on November 9, 2026.
Conference Call Details
Date: Monday, November 9, 2026
Time: 2:30 pm PT / 5:30 pm ET
Webcast: https://ir.lucidmotors.com (live and replay)
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 October 23, 2026, at 2:30 pm PT / 5:30 pm ET, all shareholders can submit questions by visiting: https://app.saytechnologies.com/lucid-group-2026-q3. This Q&A platform will remain open until 2:30 pm PT / 5:30 pm ET on November 6, 2026. Shareholders can email support@saytechnologies.com for any support inquiries.
¹Lucid’s net income and cash flow results will be announced along with the rest of its financial performance when Lucid announces third 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 Group, Inc. (NASDAQ: LCID) is a technology company creating exceptional mobility experiences through innovation to drive the world forward. Built on Lucid’s proprietary technology and software defined vehicle architectures, the company’s lineup of award-winning vehicles brings Lucid’s “Compromise Nothing™” approach to premium segments of the global automotive market. Lucid designs and engineers its products in-house and assembles at its vertically integrated facilities in Arizona and Saudi Arabia, enabling continuous innovation across vehicles, software, and advanced driver assistance and autonomy-ready capabilities.
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Investor Relations Contact
investor@lucidmotors.com
Sign up for investor email alerts: https://ir.lucidmotors.com/ir-resources/email-alerts
Media Contact
media@lucidmotors.com
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,” “scheduled,” “aiming,” “targeting,” “objective,” “focus,” “strategic” or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding Lucid's expectations related to production and delivery volume outlook and Lucid's finalized production and delivery totals for the quarter ended September 30, 2026. 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, 2025, subsequent Quarterly Reports on Form 10-Q and 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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