- Lucid Group, Inc. (LCID) delivered 5,345 vehicles in Q4 2025, a 72% year‑over‑year increase and a quarterly record.
- Full‑year deliveries reached 15,841 vehicles, up 55% from 2024.
- Lucid produced 8,412 vehicles in Q4 and 18,378 for the full year.
- The new Gravity SUV accounted for the majority of Q4 production and sales, according to the company’s CFO.
- Lucid plans three mid‑size models on a new platform priced around $50,000, with production set to begin about four quarters from now.
Lucid Group, Inc. (LCID) reported on Monday that it delivered 5,345 vehicles in the fourth quarter of 2025, a 72% increase versus the same period a year earlier. The company said full‑year deliveries totaled 15,841 vehicles, a 55% rise from 2024.
Production rose in Q4 as well, with 8,412 vehicles manufactured during the three months ending in December and 18,378 produced for the full year. Shares of Lucid traded about 5% higher at the time of the report.
The company currently sells two models, the Air sedan and the Gravity SUV, both positioned at the higher end of the market. The Air starts at about $70,900 and the Gravity begins at about $79,900 for the base variant.
Taoufiq Boussaid, Lucid’s chief financial officer, had signaled optimism ahead of the quarter and said, “Q4 might be a good quarter for us.” He added that orders were tracking as expected and noted, “Q4 will be primarily a Gravity quarter. It will represent the majority of our production and our sales.”
Lucid is moving to broaden its market with a mid‑size platform intended to support three models priced near $50,000. Production on that platform is planned to begin about four quarters from the December statement.
Rival EV makers saw weaker deliveries in Q4 after the federal tax credit expired on Sept. 30; Tesla (TSLA) reported deliveries down nearly 16% to 418,227 units, while Rivian Automotive (RIVN) delivered 9,745 vehicles, a 31.3% decline. Retail sentiment on social platforms shifted from bearish to neutral, and LCID shares have fallen about 65% over the past 12 months.
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