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Rivian Automotive announced production and delivery totals for the quarter ending March 31.
Tesla's Q1 2026 deliveries were below consensus, mainly due to European regulatory headwinds.
KEY POINTS
- Tesla's China deliveries rose 35% year-over-year in the first two months of 2026.
- Rivian reaffirmed its 2026 delivery guidance of 62,000 to 67,000 vehicles despite pricing concerns.
- Nio's March 2026 deliveries increased 136% year-over-year, reaching 35,486 vehicles.
- Li Auto resolved production bottlenecks, with Li i6 monthly deliveries surpassing 24,000 units in March.
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