Rivian delivered 10,365 electric vehicles in Q1 2026, a 20% jump year over year while most of the industry went the other direction. Ford's EV sales fell 70% to 6,860 units. Toyota's BEV total landed at 10,029, just behind Rivian. BMW's combined BEV and PHEV US sales dropped 50% to 9,856. Rivian pulled this off with no new model on sale, no federal tax credit, and production nearly matching deliveries. The R2 starts shipping soon. Full financials drop April 30.