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Lucid delivered 3,309 vehicles in the second quarter of 2025, up 38.2% from a year earlier, while producing 3,863. The company paired that sales growth with a lower full-year production outlook and an August 2025 plan to ramp its Gravity SUV in the second half of that year. Those figures and plans are historical: later updates show a Gravity supplier disruption in early 2026 and a company-wide production reduction in the second quarter of 2026.
Lucid’s Q2 2025 deliveries rose, but production was higher
Lucid reported 3,863 vehicles produced and 3,309 delivered in Q2 2025. Deliveries were 38.2% higher than in Q2 2024, according to the company’s August 5, 2025 results release. Production exceeded deliveries by 554 vehicles during the quarter; the figures describe Lucid’s total vehicle operations, not the Gravity alone.
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The company had reported 6,075 vehicles produced and 6,418 delivered in the first half of 2025 in its July 2, 2025 production and delivery update. Lucid cautioned that production and delivery counts are only one measure of operating performance and should not be relied on as the sole indicators of quarterly financial results.
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What Lucid said about the Gravity production ramp
In August 2025, Lucid reported $259.4 million in Q2 revenue and revised its 2025 production outlook to 18,000–20,000 vehicles, down from prior guidance of 20,000. Interim CEO Marc Winterhoff said the company expected its record-delivery trend to continue as it ramped Gravity production in the second half of 2025. That was management’s outlook at the time, not a current forecast or evidence that the planned ramp was achieved.
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The company’s financial release did not break out Q2 production or deliveries by model, so the reported totals cannot establish how many Gravity SUVs were built or sold in the quarter.
What later updates show about Gravity and Lucid’s volumes
Q1 2026: supplier issue affected Gravity deliveries
Lucid said a second-row seat supplier quality issue disrupted Gravity deliveries for 29 days during Q1 2026. In its April 3, 2026 release, the company said the issue had been addressed by the release date.
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Q2 2026: company-wide production was deliberately reduced
Lucid reported 4,774 vehicles produced and 3,953 delivered across the company in Q2 2026, along with $405 million in revenue. It said it intentionally reduced production to lower inventory and free up cash. These are company-wide figures, not Gravity-specific totals. The same August 4, 2026 results release identified $1.4 billion in cash-flow improvement opportunities for 2026; that figure represented opportunities identified by the company, not savings already achieved.
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Lucid’s August 2025 announcement said Uber would deploy a minimum of 20,000 Gravity vehicles equipped with Nuro Driver Level 4 autonomy. That was a partnership target, not a report that 20,000 vehicles had entered service. By August 2026, Lucid said Gravity Production-Validation vehicles had been delivered and that Uber and Nuro were testing in the San Francisco Bay Area and Houston. Validation and testing indicate activity toward the program; they are distinct from the announced deployment target.
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