Lucid Group, Inc.
NASDAQ•LCID
CEO: Mr. Peter Dore Rawlinson
Sector: Consumer Cyclical
Industry: Auto - Manufacturers
Listing Date: 2020-09-18
Lucid Group, Inc. a technology company, designs, engineers, manufactures, and sells electric vehicles (EV), EV powertrains, and battery systems. It also designs and develops proprietary software in-house for Lucid vehicles. The company sells vehicles directly to consumers through its retail sales network and direct online sales, including Lucid Financial Services. Lucid Group, Inc. was founded in 2007 and is headquartered in Newark, California. Lucid Group, Inc. operates as a subsidiary of Ayar Third Investment Company.
Contact Information
Market Cap
$3.30B
P/E (TTM)
-11.6
221.1
Dividend Yield
--
52W High
$33.70
52W Low
$9.12
52W Range
Rank51Top 71.3%
3.0
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2020-2025
Financial Dashboard
Q4 2025 Data
Revenue
$522.73M+0.00%
4-Quarter Trend
EPS
$2.43+0.00%
4-Quarter Trend
FCF
-$1.25B+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Revenue Growth Accelerates Revenue $1.35B, up 68% for 2025 versus 2024, driven by higher vehicle deliveries and Gravity ramp.
Gross Margin Narrows Gross margin improved to (92.8)% from (114.3)%, reflecting vehicle cost efficiency gains and tariff impact offset.
Operating Expenses Rise Total operating expenses grew 7% to $2.25B, while R&D increased only 3% to $1.21B.
Debt Financing Secured Secured $2.0B principal from 2030/2031 Notes offerings, bolstering liquidity and offsetting 2026 Notes debt.
Risk Factors
Substantial Operating Losses Accumulated deficit reached $(15.6B); expect substantial losses to continue for foreseeable future.
Supply Chain Vulnerability Dependent on single-source suppliers; disruptions risk production delays, cost increases, and material shortages.
Inventory Write-Downs High Recorded $815.7M inventory write-downs in 2025 due to Gravity ramp and tariff impacts.
Financing Needs Remain Requires additional capital to support growth; future financing availability or terms remain uncertain.
Outlook
Midsize Platform Launch Midsize platform vehicles are scheduled to start production in late 2026, targeting higher-volume segments.
AMP-2 Expansion Progress AMP-2 expansion underway to enable 150,000 units CBU capacity, supporting Middle East demand.
Workforce Restructuring Plan Announced U.S. workforce reduction expecting $40M to $42M charges for $145M to $150M annual savings.
Robotaxi Market Entry Partnership with Uber/Nuro targets initial robotaxi deployment in San Francisco Bay Area post-production start.
Peer Comparison
Revenue (TTM)
$27.83B
$23.26B
$22.57B
Gross Margin (Latest Quarter)
129.6%
84.9%
55.6%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| ALSN | $9.21B | 14.9 | 35.0% | 48.0% |
| LNW | $8.43B | 22.2 | 48.2% | 1.3% |
| IBP | $6.98B | 26.2 | 39.1% | 50.9% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
30.5%
Strong Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention
Deep Research
Next earnings:May 4, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data