Lucid Motors delivered 3,093 vehicles in the first quarter of 2026, missing Wall Street expectations after a 29-day disruption in deliveries of its Lucid Gravity SUV tied to a supplier quality issue with second-row seats. The company said the problem has been addressed.
Lucid also produced 5,500 vehicles in the quarter, more than Cantor Fitzgerald’s estimate of 4,689 but below the Visible Alpha consensus of 5,967. Deliveries fell short of both forecasts, including Cantor’s 3,941 estimate and Visible Alpha’s 5,237. The company said the delivery disruption affected its ability to meet customer demand.
The quarter was a sharp reminder of how much Lucid’s near-term results still depend on the Gravity, the second model the company is counting on to broaden its reach. Lucid does not break out production or delivery figures by model, but it said the Gravity delivery issues had been addressed and reaffirmed full-year production guidance of 25,000 to 27,000 vehicles.
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The numbers also show a company still moving through a messy launch. Lucid issued a stop sale on Jan. 28 after discovering a defect six days earlier in an unrelated compliance test. On Feb. 12, a separate issue involving a defective middle seat component was reported, and on March 26 the company filed a recall with the National Highway Traffic Safety Administration covering all 4,476 Gravity SUVs produced through Feb. 14. The recall said improperly welded second-row lap belt anchors manufactured by Camaco Automotive could fail in a collision.
That sequence suggests the Gravity program was effectively frozen for much of late January and February, even as management told investors at an event in New York on March 12 that the vehicle was “off to a good start.” Lucid has since said the defects were fixed, and it is still planning to nearly quadruple production to 100,000 units in 2028.
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For now, the gap between what Lucid built and what it delivered in the quarter is the clearest sign of the damage. In 2025, the company produced 17,840 vehicles and delivered 15,841, and the latest quarter shows how quickly a supply issue can ripple through a young automaker’s sales pipeline.
