Lucid California Sales Fall 11.6% as Gravity SUV Declines for Second Straight Quarter

Lucid registered 1,011 new vehicles in California in the third quarter of 2026, down 11.6% from a year earlier and 10.8% from the previous quarter, according to California Energy Commission data.

Sales of the Gravity SUV fell for a second consecutive quarter, while the Air sedan recorded its lowest quarterly total in the state’s registration data since the second quarter of 2023.

Gravity Accounts for Most Lucid Sales Despite Recent Declines

The Gravity accounted for 692 of Lucid’s California registrations in the third quarter, representing 68.4% of the automaker’s total. Although that was up 165.1% from 261 units a year earlier, it was down 11.2% from 779 in the second quarter. The SUV has lost ground every quarter since its 989-unit high in Q1 2026.

Lucid previously said deliveries of the Gravity were disrupted for 29 days during that first quarter because of a supplier quality issue involving second-row seats, according to eletric-vehicles.com.

The Air sedan recorded 319 registrations, down 63.9% year over year and 9.9% from the second quarter. Lucid ranked 15th among 42 brands in California’s zero-emission vehicle market, holding the same position as in the previous quarter but improving from 20th a year earlier.

The Gravity ranked 21st among all zero-emission models in the state, behind the Rivian R1S at 971 units and Cadillac OPTIQ at 740. The Air ranked 34th, with 319 registrations.

Year-to-Date Registrations Rise in a Smaller Market

Lucid’s California registrations reached 3,693 during the first nine months of 2026, up 15.3% from 3,203 in the same period last year. Year to date, the Gravity rose to 2,460 units from 319, and the Air dropped 57.2% to 1,233.

Lucid’s share of California zero-emission vehicle sales increased to 1.6% from 1.0%, even as the overall market contracted 29.3% to 233,132 vehicles. The CEC reported 80,392 new zero-emission vehicle sales in the third quarter, equal to 19.1% of all new-car sales.

Lucid reported delivering 3,806 vehicles worldwide in the third quarter, down 6.7% from a year earlier, while production totaled 2,954 vehicles.

Lucid is scheduled to report its third-quarter financial results on November 9. The company suspended its previous 2026 production guidance in May and said on its second-quarter call that it would not provide an official annual production target for 2026.

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