The earnings call highlighted significant achievements such as increased vehicle deliveries, strategic partnerships with Uber and Nuro, and strong brand initiatives. However, there were notable challenges including negative gross margins, supply chain issues, and tariff-related headwinds. Despite these challenges, the company maintains a strong financial position.

Company Guidance

During the Lucid Group's Second Quarter 2025 Earnings Conference Call, the company provided guidance on several key metrics, emphasizing significant operational and strategic advancements. Lucid produced 3,863 vehicles, marking an 83% increase year-over-year, and delivered 3,309 vehicles, up 38% from the previous year. Despite these achievements, the gross margin was negatively impacted, in part due to a $54 million tariff-related expense, accounting for a 21 percentage point decrease. The company projected an annual production target of 18,000 to 20,000 vehicles for 2025 and refined its CapEx guidance to $1.1 billion to $1.2 billion. Lucid also announced a strategic partnership with Uber and Nuro, including a $300 million investment from Uber, and plans to deploy 20,000 Lucid Gravity vehicles equipped with Nuro's driver technology over six years. The company ended the quarter with $3.6 billion in cash and investments, supporting its long-term strategic initiatives.

Increase in Vehicle Deliveries and Production

Lucid delivered 3,309 vehicles, up 38% year-over-year, and produced 3,863 vehicles, up 83% year-over-year, marking their sixth consecutive quarter of record deliveries.

Partnership with Uber and Nuro

Lucid announced a partnership with Uber and Nuro to create a premium robotaxi, with Uber investing $300 million in Lucid. This partnership is seen as an entry into the multitrillion dollar robotaxi market.

Brand Expansion and Marketing Initiatives

Lucid announced Timothée Chalamet as their first-ever global brand ambassador, aiming to raise brand awareness and stimulate demand.

Technological Advancements

Lucid introduced a software update enabling hands-free driving and lane changes, and began production of the 2026 Lucid Air with extended range.

Strong Financial Position

Lucid ended the quarter with $3.6 billion in cash and investments, and total liquidity of $4.86 billion.

Lucid Group (LCID) Earnings, Revenues Date & History

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LCID Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.24 / -	-0.28	―	―	―
Aug 05, 2025	2025 (Q2)	-0.22 / -0.24	-0.34	29.41% (+0.10)
May 06, 2025	2025 (Q1)	-0.22 / -0.24	-0.3	20.00% (+0.06)
Feb 25, 2025	2024 (Q4)	-0.25 / -0.22	-0.29	24.14% (+0.07)
Nov 07, 2024	2024 (Q3)	-0.31 / -0.28	-0.28	0.00% (0.00)
Aug 05, 2024	2024 (Q2)	-0.27 / -0.34	-0.4	15.00% (+0.06)
May 06, 2024	2024 (Q1)	-0.25 / -0.30	-0.43	30.23% (+0.13)
Feb 21, 2024	2023 (Q4)	-0.30 / -0.29	-0.28	-3.57% (>-0.01)
Nov 07, 2023	2023 (Q3)	-0.37 / -0.28	-0.4	30.00% (+0.12)
Aug 07, 2023	2023 (Q2)	-0.34 / -0.40	-0.33	-21.21% (-0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LCID Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$2.42	$2.18	-9.92%
May 06, 2025	$2.33	$2.25	-3.43%
Feb 25, 2025	$2.61	$2.26	-13.41%
Nov 07, 2024	$2.22	$2.21	-0.45%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.