- Lucid Motors delivered a record 4,078 in the third quarter.
- It wasn’t alone. EV makers like Ford, Tesla, and General Motors had blowout quarters as Americans raced to claim the $7,500 EV tax credit before it expired.
- Lucid’s second model, the Gravity SUV, is also becoming more of a factor and likely boosted the quarter’s numbers.
Lucid Motors delivered 4,078 vehicles in the third quarter, notching its seventh straight quarterly record as the expiration of EV tax credits juiced vehicle sales across the industry.
Deliveries grew 23% over Q2 and 46% year-over-year. But with 10,496 vehicles delivered so far in 2025, Lucid is still small potatoes in the auto world. It has struggled to drum up sales of the Air luxury sedan, which launched in 2021. And it doesn’t have nearly the manufacturing scale it needs to even think about turning a profit.
The Gravity SUV could change that. Lucid has gradually gotten production of its second model off the ground this year, and more Gravity models reaching customers likely helped buoy the latest quarter’s results. (Lucid doesn’t break out how sales compare between the Air sedan and the Gravity, so we can’t know for sure what sort of impact the new model had.)
Photo by: Kevin Williams/InsideEVs
Lucid executives have said the three-row SUV represents six times the total addressable market of the Air. And that tracks. Sedans are a dying breed, while pickups and SUVs have never been hotter. Lucid is pulling out all the stops to get the Gravity on the map, including an ad campaign featuring Timothée Chalamet.
But production has been far from smooth sailing since the first customer units rolled off of Lucid’s production line in Arizona late last year. The carmaker’s interim CEO in August chalked up the slow ramp up to supply chain issues, including a shortage of Chinese permanent magnets that rocked the entire auto industry this spring.
He said on Monday that Lucid “made significant progress ramping production of Lucid Gravity through Q3” and that it expects to “finish 2025 strong” thanks to the addition of a second manufacturing shift. Lucid also expects to sell at least 20,000 Gravity units to Uber over the next six years as part of an autonomous-taxi partnership between the two companies and Nuro, a self-driving tech company.
The rest of America’s EV industry also saw strong sales from July through September as drivers rushed to claim the $7,500 tax credit before Oct. 1. Following a spell of dismal quarters, Tesla delivered a record 497,099 vehicles globally. General Motors and Ford had their best-ever quarters for EVs. Some 410,000 new EVs rolled off of dealership lots in Q3, according to Cox Automotive, a new record by far.
Contact the author: Tim.Levin@InsideEVs.com
