Key Points
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Rivian generates significantly less revenue than Ford, but both companies are posting losses, making the path to profitability essential.
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Investors should monitor Rivian’s partnerships for potential margin improvements and Ford’s transition to gas vehicles for profitability impact.
As of Q4 2025, Ford reported a revenue of $45.9 billion and a net income margin of -24%, while Rivian reported $1.3 billion in revenue and a net income margin of -63%. Both companies are working to align their operations for better financial health.
Quarterly Revenue Data
| Quarter (Period End) | Rivian Revenue | Ford Revenue |
|---|---|---|
| Q4 2024 (Dec. 2024) | $1.7 billion | $48.2 billion |
| Q4 2025 (Dec. 2025) | $1.3 billion | $45.9 billion |
Data source: Company filings. Data as of April 7, 2026.
