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Rivian CEO RJ Scaringe said Amazon has stepped up orders for the company’s electric delivery vans, citing lower operating costs. Rivian recorded $1.6 billion in revenue from Amazon so far this year, nearly three times the year-earlier figure, though it does not report van delivery totals separately. The company is also delivering new rural-route variants and says it is talking with other potential commercial customers.
Rivian says Amazon has increased demand for its electric delivery vans, helping push the company’s revenue from the retail and logistics giant to $1.6 billion so far this year, nearly three times the year-earlier figure. CEO RJ Scaringe said Amazon is buying more EDVs because of their operating-cost advantages, making the commercial van a growing source of business alongside Rivian’s consumer vehicles.
Amazon paid Rivian $596 million in the third quarter, according to the company’s financial figures cited in the report. That exceeded the amount Amazon paid Rivian during the first three quarters of the previous year combined. Rivian does not disclose delivery volumes by vehicle model, so the revenue figures do not establish how many vans Amazon bought or how much of the increase came from vehicle sales versus other business.
Scaringe said Amazon is “scooping up more vans” because of their lower running costs. He described the economics as “true and very real structural cost advantages” that are leading Amazon to continue purchasing vehicles. Those statements reflect the CEO’s explanation; Rivian’s reported revenue figures provide a financial measure of the relationship but do not independently quantify the savings Amazon has achieved.
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, according to the company, 30% more range. Rivian opened fleet orders to companies beyond Amazon last year, with the smaller model starting at $79,900.
Amazon Revenue Adds Weight to EDVs
The figures point to the delivery van contributing meaningful revenue while Rivian works to grow its business and reach profitability. The company’s R2 crossover has drawn attention as a lower-priced product intended to reach a larger customer base, but the Amazon relationship shows how commercial vehicles can supply a separate source of sales. The available figures do not show the EDV’s profit margin, so they cannot establish how much the business contributes to Rivian’s bottom line.
Rivian’s commercial push also comes as several competitors have struggled. The report says Ford sold fewer than 700 E-Transit vans during the period cited, down 85% from the same period in 2025, and canceled a next-generation model. General Motors ended its BrightDrop electric delivery-van program late last year. Those developments may leave fewer established electric-van options, but they do not guarantee Rivian will win new customers.
Ray Minjares, who leads the heavy-duty vehicles program at the International Council on Clean Transportation, said EV-only manufacturers are leading current electrification efforts in the U.S. commercial-vehicle market. His assessment places Rivian’s vans within a wider shift, but broader adoption will depend on fleet costs, vehicle performance, charging access and the needs of individual operators.
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From Amazon Fleet to Wider Sales
Amazon was an early investor in Rivian and has been the primary buyer of its EDV delivery vans. Their distinctive design has made them visible on delivery routes, but their significance to Rivian is financial as well as operational. The source report attributes most of this year’s Amazon revenue to EDV sales while noting Rivian does not publish model-by-model delivery totals.
Rivian began accepting fleet orders from companies other than Amazon last year. That move gives the company a path to broaden demand beyond its largest known commercial customer. It has also expanded the EDV lineup, with the newer all-wheel-drive and extended-range versions aimed at routes that may be harder to serve with the original configuration.
A photograph showing an EDV in Walmart livery circulated this week, prompting speculation about a possible deal. Rivian did not comment directly on the image during the earnings call. Scaringe said the company is speaking with other potential customers, but did not identify them or announce a contract.
“This year we have seen a significant step up in the level of demand from Amazon.”
— RJ Scaringe, Rivian founder and CEO
Van Volumes and New Buyers
Rivian has not disclosed EDV delivery totals or a separate revenue breakdown for the vans. The $1.6 billion Amazon figure is described as primarily related to EDV sales, not exclusively attributable to them, and the report does not provide the vans’ margins or Amazon’s per-vehicle savings.
It is also unclear whether Walmart is a customer. Rivian did not confirm a deal after the image of a Walmart-liveried van circulated, and no order, delivery schedule or contract value has been announced. The company has said it is talking to other prospective EDV customers, without naming them.
The source report gives a year-to-date revenue comparison but does not specify an exact date range in the supplied material. Its comparison should be read as the figures reported for the current year against the prior-year period, not as a measure of unit growth.
More Fleet Orders to Watch
The next indicators will be whether Rivian names additional fleet customers, reports orders for businesses beyond Amazon, or provides clearer delivery and revenue figures for the EDV. The company’s new rural-route variants will also show whether changes such as all-wheel drive and added range broaden the van’s usefulness within Amazon’s network.
Until Rivian releases model-level volumes or customer-specific financial details, Amazon’s payments offer evidence of a larger commercial relationship but not a precise count of vans sold or a measure of its profitability. Any Walmart partnership remains unconfirmed.
Key Questions
How much revenue did Rivian record from Amazon this year?
Rivian recorded $1.6 billion in Amazon-related revenue so far this year, according to the report. The figure is described as primarily related to EDV sales, not entirely attributable to them.
How many electric vans has Amazon bought from Rivian?
Rivian does not break out delivery volumes by vehicle model, and the supplied report gives no total number of EDVs sold to Amazon.
Has Rivian confirmed a Walmart van deal?
No. A Walmart-liveried EDV appeared in a widely circulated photo, but Rivian did not confirm a deal or identify Walmart as a customer. Scaringe said the company is in talks with other potential customers.
What new EDV versions is Rivian delivering?
Rivian said it has started delivering two variants to Amazon for rural routes: one with all-wheel drive and another with a larger battery that the company says provides 30% more range.
Source: insideevs.com
