Lucid Group, Inc. LCID Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Cost of revenue by Product | ||||||
| Cost of revenue - excluding LCNRV and provision for warranty | $337.21M+12.5% | $631.19M+173% | $460.58M+86.4% | $332.14M+23.9% | $299.61M+21.4% | |
| Cost of revenue - LCNRV | $237.85M+56.9% | $287.21M+68.4% | $192.14M+24.0% | $184.68M+19.8% | $151.64M+10.0% | |
| Cost of revenue - provision for warranty | $19.11M+55.2% | $26.24M-36.7% | $17.48M+65.4% | $14.96M-68.9% | $12.31M-38.9% | |
| Concentration risk (as a percent) by Product | ||||||
| Electric Vehicle Purchase Agreement | 72.6%+13.0pp | —— | 60.7%-11.4pp | 50.7%+40.8pp | 59.6%-7.3pp | |
| Vehicle Sales with RVG | 41%-16.0pp | —— | —— | —— | 57%+43.2pp | |
| Total long-lived assets by Geography | ||||||
| Saudi Arabia | $784.1M— | $658.6M— | —— | —— | —— | |
| United States | $3.43B+3.8% | $3.49B+5.2% | $3.44B— | $3.41B— | $3.31B— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Lucid Group, Inc. break its business down?
- Lucid Group, Inc. (LCID) reports cost of revenue by product across 3 parts — Cost of revenue - excluding LCNRV and provision for warranty, Cost of revenue - LCNRV and Cost of revenue - provision for warranty. Each is extracted from the segment footnotes and tracked over time.
- Where does Lucid Group, Inc.'s segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Lucid Group, Inc.'s SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
