Lucid blames dip in Q1 sales on seat supplier issue

Lucid sold 3,093 vehicles in Q1 2026, a 42% drop from the prior quarter despite building about 5,500 vehicles.

The company said a supplier quality issue with second-row seats disrupted Gravity deliveries for 29 days and led to a recall of over 4,000 SUVs.

Lucid paused Gravity sales for most of February after an unapproved supplier change and notified NHTSA about improperly welded seat-belt anchors.

The company reaffirmed its 2026 production guidance of 25,000–27,000 vehicles and said the issue has been addressed.