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Rivian CEO RJ Scaringe says Amazon has stepped up orders for the company’s electric delivery vans, citing operating-cost advantages. Rivian reported $1.6 billion in revenue from Amazon so far this year, nearly three times the year-earlier figure, while it explores sales to other fleet operators.
Rivian says Amazon has increased demand for its electric delivery vans this year, giving the automaker a revenue stream alongside the R2 launch. The company reported $1.6 billion in Amazon revenue year to date, nearly three times the year-earlier amount, with most of that business related to EDV van sales, according to the report.
Chief Executive RJ Scaringe said on Rivian’s earnings call that Amazon, an early investor in the company, is buying more EDVs. He attributed the increase to lower operating costs, saying the vans create cost advantages for the logistics company. Rivian did not provide a breakdown of delivery volumes by vehicle model, so the revenue figures do not establish how many vans Amazon purchased.
Amazon paid Rivian $596 million in the third quarter, more than it paid during the first three quarters of the previous year combined, according to the company figures cited in the report. Rivian’s Amazon revenue totaled $1.6 billion so far this year, a nearly threefold year-over-year increase. The report says that revenue is primarily related to EDV sales; it should not be read as a complete accounting of van sales alone.
Rivian also said it has begun delivering two new EDV variants to Amazon for rural routes. One has all-wheel drive; the other has a larger battery and 30% more range, the company said. Rivian opened fleet orders to customers beyond Amazon last year, with the smaller model starting at $79,900, according to the report.
Amazon Orders Add a Second Revenue Engine
The figures suggest the EDV business may be contributing meaningful revenue while Rivian builds its consumer lineup around the R2 crossover. The R2, which launched in June and was Rivian’s best-selling vehicle in the third quarter, is widely viewed as important to the company’s longer-term profitability. Amazon’s continued purchases give Rivian a substantial commercial customer, though the available figures do not show the vans’ profit margins or their share of company earnings.
The commercial opportunity also depends on whether Rivian can win customers beyond Amazon. A broader customer base could make the EDV program less dependent on one buyer and give fleet operators another electric option. Scaringe said Rivian is speaking with other potential customers, but no additional deal was confirmed in the source report.
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Rivian Expands Beyond Amazon
Amazon has been a major Rivian partner and early investor, and its delivery vans are already used in its logistics network. Rivian began accepting orders from other fleet operators last year, pricing the smaller EDV model from $79,900, according to the report. The latest rural-route variants are another step in adapting the platform to different delivery needs.
The commercial EV field remains unsettled. The report says Ford sold fewer than 700 E-Transit vans during the cited year-to-date period, an 85% decline compared with the same period in 2025, and canceled a planned next-generation model. General Motors discontinued its BrightDrop electric delivery vans late last year. Those developments may leave fewer established alternatives, but they do not by themselves establish how much market share Rivian has gained.
Ray Minjares, who leads the heavy-duty vehicles program at the International Council on Clean Transportation, said EV-only manufacturers are driving commercial vehicle electrification in the United States. The report also points to Harbinger Motors’ agreement to supply 2,000 electric trucks to FedEx, while Tesla’s Semi is focused on long-haul trucking.
“This year we have seen a significant step up in the level of demand from Amazon.”
— RJ Scaringe, Rivian CEO, on the company’s earnings call
Fleet Deals and Van Margins Remain Unknown
Rivian has not disclosed EDV sales volumes or the van program’s separate revenue and profit figures. Amazon revenue is primarily related to EDV sales, but the reported total is not a precise measure of van deliveries. The source material also does not specify the exact year associated with every year-to-date comparison, so the figures should be understood as reported rather than independently recalculated.
A photo of an EDV wearing Walmart livery circulated online, prompting speculation about a possible deal. Rivian did not comment directly on the photo, and no Walmart agreement was confirmed. The number, timing and identity of any future fleet customers remain undisclosed.
Watch for New Fleet Customers
The next indicators will be Rivian’s future earnings disclosures on Amazon revenue, fleet demand and any breakdown of van deliveries. The company has said it is talking with other commercial operators, but it has not announced a new customer agreement. Further details on the rollout and performance of the two rural-route variants could also show how well the EDV fits delivery routes beyond denser urban areas.
For now, the confirmed development is increased Amazon demand and a sharp rise in Amazon-related revenue. Whether that momentum turns into a broader, profitable commercial-van business remains to be seen.
Key Questions
How much revenue did Rivian report from Amazon this year?
Rivian booked $1.6 billion in Amazon revenue so far this year, nearly three times the year-earlier figure, according to the report. Most of the revenue was related to EDV sales, but Rivian did not publish a model-specific breakdown.
Why is Amazon buying more Rivian vans?
CEO RJ Scaringe said Amazon’s increased purchases reflect lower operating costs and cost advantages. The stated reason comes from Rivian’s account on its earnings call; the company did not provide an independent cost comparison.
Has Rivian confirmed a deal with Walmart?
No. A photo of an EDV in Walmart livery circulated online, but Rivian did not confirm a Walmart agreement. Scaringe said the company is speaking with other potential commercial customers.
Can companies other than Amazon buy Rivian’s EDV?
Yes. Rivian opened fleet orders to other companies last year. The report said the smaller model started at $79,900; availability, specifications and pricing may depend on the model and order.
Source: insideevs.com
