Lucid Motors finished 2025 with sharply higher electric vehicle production after a slow start to the year, signaling that its operations may be stabilizing as it heads into a pivotal 2026. The company reported building 8,412 EVs in the final quarter of the year, more than double its output in the prior quarter and more than it managed in the first half of 2025.
Across all of 2025, Lucid manufactured 18,378 vehicles, outpacing its 2024 total by more than 100%, and delivered 15,841 units, a 55% annual increase. Those figures align with recently released production data and show that late-year momentum helped lift the startup past its revised annual guidance. The decisive acceleration followed a difficult beginning to the year tied to the rollout of Lucid’s Gravity SUV and broader supply bottlenecks.
Early Gravity production did not scale as smoothly as planned, contributing to modest outputs through the first two quarters. Industry analysts noted that the SUV’s complexity and quality issues challenged the company’s assembly lines and stretched Lucid’s operational readiness in early 2025. Despite the strong Q4 performance, current production remains well below the ambitious forecasts Lucid made when it went public via a roughly $4 billion reverse merger in 2021.
At that time, Lucid projected delivering 135,000 vehicles in 2025, including tens of thousands of Air sedans, Gravity SUVs, and a then-unannounced mid-size EV. The actual results fell far short of those expectations, highlighting the gap between early projections and the realities of scaling EV manufacturing. Looking ahead, 2026 is shaping up as a consequential year for the company.
Lucid plans to begin production of its first model on a new mid-size electric architecture, targeted near a $50,000 price point. That vehicle is expected to compete in a more mainstream segment against rivals such as Tesla’s Model Y and Rivian’s R2 SUV, potentially widening Lucid’s addressable market and boosting volumes if demand materializes. Lucid’s latest performance also comes as the broader EV market grapples with mixed demand trends.
Some competitors have seen year-over-year sales slow or even contract following the phase-out of generous federal incentives, while Lucid introduced its own pricing incentives and discounts to sustain buyer interest. Analysts observing Lucid’s recent results say that consistent growth in production and deliveries is vital not just for short-term headlines, but for proving that the company can execute reliably at higher volumes.
With a record quarter behind it and new models on the horizon, Lucid’s challenge will be converting operational improvements into sustained sales across a broader lineup. The competition, such as Massimo Group (NASDAQ: MAMO), will be watching and counter-planning accordingly.
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