RI

Rivian Automotive, Inc. stock research

Sep 30, 2024

FY2024 Q3

Rivian Automotive (RIVN) Gross Margin — Quarter Ended Sep 30, 2024

Revenue decreased from the prior quarter and from the same quarter last year, while gross profit improved in both comparisons. The gross margin weakened compared to both the previous quarter and the year-ago period.

Gross margin takeaway

Quarter ended Sep 30, 2024 · FY2024 Q3

Revenue decreased from the prior quarter and from the same quarter last year, while gross profit improved in both comparisons. The gross margin weakened compared to both the previous quarter and the year-ago period.

  • Cost of revenue declined more slowly than revenue, resulting in the weaker gross margin. Gross profit improved but remained negative.
  • Compared to the immediately preceding quarter, revenue was lower, cost of revenue was lower, gross profit was higher, and gross margin weakened. Compared to the same quarter one year earlier, revenue was lower, cost of revenue was lower, gross profit was higher, and gross margin weakened.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

-44.9%

Gross profit

-$392.0M

Revenue

$874.0M

Cost of revenue

$1.3B

Quarter-over-quarter change

-5.9 pts

Year-over-year change

-9.2 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2023$1.3B-$606.0M$1.9B-46.1%
Mar 31, 2024$1.2B-$527.0M$1.7B-43.8%
Jun 30, 2024$1.2B-$451.0M$1.6B-38.9%
Sep 30, 2024$874.0M-$392.0M$1.3B-44.9%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jun 30, 2024

-5.9 pts

Year-over-year change

Sep 30, 2023

-9.2 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Cost of revenue declined more slowly than revenue, resulting in the weaker gross margin. Gross profit improved but remained negative.

Compared to the immediately preceding quarter, revenue was lower, cost of revenue was lower, gross profit was higher, and gross margin weakened. Compared to the same quarter one year earlier, revenue was lower, cost of revenue was lower, gross profit was higher, and gross margin weakened.

Monitor the relationship between revenue and cost of revenue trends to see if cost of revenue declines at a pace closer to revenue.