NYSE: JOBY
Joby Aviation, Inc.CIK 0001819848 · SIC 3721 · Aircraft
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Joby Aviation appoints Sergey Novikov as Principal Accounting Officer
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Joby Aviation to acquire defense tech firm Resonant Sciences for ~$500M cash and stock
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Joby Aviation launches up to $750M at-the-market offering at $8.81/share reference price
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Joby Q2 2026: revenue +257493% to $38.6M; net loss narrows 24%
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Joby raises 2026 revenue guidance to $115-125M, expects first eIPP flights in September
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Joby Aviation warns 14.2M warrants expire Aug 10; NYSE halts trading Aug 7
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Joby and Toyota form 49/51 manufacturing JV for S4 eVTOL aircraft with future funding tied to $250M tranche
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Joby Aviation stockholders re-elect directors, ratify auditor at 2026 Annual Meeting
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JOBY: revenue $24.2M, net income -$110.0M. Joby reports first revenue from Blade acquisition, faces Archer litigation threatening imports
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Joby Aviation reports Q1 2026 financial results
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Joby Aviation's Aircraft OEM President Didier Papadapoulos to resign July 3, 2026
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Joby Aviation acquires 728,000 sq ft Ohio facility for $61.5M, financed with $30.8M loan
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Joby Aviation dismisses Deloitte, appoints PwC as auditor with no reported disputes
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Latest financial statements
From 10-Q filed Nov 5, 2026 (period ending Sep 30, 2026). As printed on the EDGAR/iXBRL face — not generated by the model.
Condensed Consolidated Statements of Operations (Unaudited)
(In thousands, except share and per share data)
| Description | Three months ended September 30, 2026 | Three months ended September 30, 2025 | Nine months ended September 30, 2026 | Nine months ended September 30, 2025 |
|---|---|---|---|---|
| Revenue | 55,089 | 22,574 | 117,974 | 22,589 |
| Operating expenses: | ||||
| Cost of Revenue | 39,019 | 10,060 | 86,120 | 10,070 |
| Research and development | 208,599 | 149,163 | 580,731 | 419,837 |
| Selling, general and administrative | 85,568 | 45,018 | 223,683 | 105,497 |
| Total operating expenses | 333,186 | 204,241 | 890,534 | 535,404 |
| Loss from operations | (278,097) | (181,667) | (772,560) | (512,815) |
| Interest and other income, net | 16,732 | 9,673 | 53,445 | 29,420 |
| Loss on common stock issuance in private placement | — | — | — | (40,258) |
| Gain (loss) from change in fair value of warrants, earnout shares and contingent consideration, net | 49,765 | (229,149) | 152,432 | (284,424) |
| Total other income (loss), net | 66,497 | (219,476) | 205,877 | (295,262) |
| Loss before income taxes | (211,600) | (401,143) | (566,683) | (808,077) |
| Income tax expense | 230 | 83 | 540 | 229 |
| Net loss | (211,830) | (401,226) | (567,223) | (808,306) |
| Net loss per share, basic and diluted | (0.22) | (0.48) | (0.59) | (1.01) |
| Weighted-average common shares outstanding, basic and diluted | 978,533,969 | 844,551,006 | 964,109,268 | 803,188,296 |
Condensed Consolidated Balance Sheets (Unaudited)
(In thousands, except share and per share amounts)
| Description | September 30, 2026 | December 31, 2025 |
|---|---|---|
| Assets | ||
| Current assets: | ||
| Cash and cash equivalents | 521,527 | 240,810 |
| Short-term investments | 1,676,339 | 1,167,106 |
| Total cash, cash equivalents and short-term investments | 2,197,866 | 1,407,916 |
| Restricted cash | 254 | 220 |
| Accounts and other receivables | 9,503 | 7,139 |
| Prepaid expenses and other current assets | 36,541 | 30,479 |
| Total current assets | 2,244,164 | 1,445,754 |
| Property and equipment, net | 241,535 | 146,571 |
| Operating lease right-of-use assets | 29,558 | 31,837 |
| Restricted cash | 1,193 | 693 |
| Intangible assets | 16,315 | 18,859 |
| Goodwill | 89,390 | 89,422 |
| Other non-current assets | 65,037 | 61,933 |
| Total assets | 2,687,192 | 1,795,069 |
| Liabilities and stockholders’ equity | ||
| Current liabilities: | ||
| Accounts payable | 5,030 | 3,604 |
| Operating lease liabilities, current portion | 8,839 | 8,404 |
| Accrued expenses and other current liabilities | 108,829 | 48,018 |
| Total current liabilities | 122,698 | 60,026 |
| Operating lease liabilities, net of current portion | 23,347 | 26,167 |
| Long-term debt | 702,571 | — |
| Warrant liability | 12,139 | 104,878 |
| Earnout shares liability | 56,138 | 156,692 |
| Other non-current liabilities | 23,483 | 37,593 |
| Total liabilities | 940,376 | 385,356 |
| Commitments and contingencies (Note 8) | ||
| Stockholders’ equity: | ||
| Preferred stock: $0.0001 par value 100,000,000 shares authorized. No shares issued and outstanding. | — | — |
| Common stock: $0.0001 par value 2,800,000,000 shares authorized; 1,013,047,718 and 915,076,698 shares issued and outstanding at September 30, 2026 and December 31, 2025, respectively. | 101 | 91 |
| Additional paid-in capital | 5,110,524 | 4,193,684 |
| Accumulated deficit | (3,352,802) | (2,785,579) |
| Accumulated other comprehensive income (loss) | (11,007) | 1,517 |
| Total stockholders’ equity | 1,746,816 | 1,409,713 |
| Total liabilities and stockholders’ equity | 2,687,192 | 1,795,069 |
Condensed Consolidated Statements of Cash Flows (Unaudited)
(In thousands)
| Description | Nine months ended September 30, 2026 | Nine months ended September 30, 2025 |
|---|---|---|
| Cash flows from operating activities | ||
| Net loss | (567,223) | (808,306) |
| Reconciliation of net loss to net cash used in operating activities: | ||
| Depreciation and amortization expense | 34,945 | 29,095 |
| Stock-based compensation expense | 150,681 | 86,447 |
| (Gain) loss from change in the fair value of warrants, earnout shares and contingent consideration, net | (152,432) | 284,424 |
| Non-cash interest expense, and amortization of debt discount and issuance costs | 3,046 | — |
| Loss on common stock issuance in private placement | — | 40,258 |
| Net accretion and amortization of investments in marketable debt securities | (2,116) | (7,292) |
| Changes in operating assets and liabilities, net of effects of acquisitions | ||
| Accounts and other receivables and prepaid expenses and other current assets | (1,464) | 8,938 |
| Other non-current assets | 785 | (213) |
| Accounts payable and accrued expenses and other current liabilities | 68,307 | 9,018 |
| Non-current liabilities | (20,748) | 905 |
| Net cash used in operating activities | (486,219) | (356,726) |
| Cash flows from investing activities | ||
| Purchases of marketable securities | (1,052,307) | (594,231) |
| Proceeds from sales and maturities of marketable securities | 532,035 | 565,555 |
| Purchases of property and equipment and other long-lived assets | (131,299) | (40,109) |
| Acquisitions, net of cash | 39 | 1,883 |
| Net cash used in investing activities | (651,532) | (66,902) |
| Cash flows from financing activities | ||
| Underwritten public offering gross proceeds | 600,000 | — |
| Underwritten public offering commission and offering expenses | (23,664) | — |
| Gross proceeds from issuance of convertible notes | 690,000 | — |
| Convertible notes underwriting discounts and commissions and issuance costs | (20,311) | — |
| Proceeds from mortgage loan | 30,750 | — |
| Payment for capped call transactions | (63,273) | — |
| Proceeds from issuance of common stock in private placement, net | — | 249,905 |
| At-the-market public offering gross proceeds | 130,000 | 148,711 |
| At-the-market public offering commission and offering expenses | (1,796) | (4,839) |
| Proceeds from the issuance of common stock under the Employee Stock Purchase Plan | 8,191 | 5,022 |
| Proceeds from the exercise of stock options and warrants | 71,012 | 35,042 |
| Repayments of obligations under finance lease and tenant improvement loan | (1,907) | (1,195) |
| Net cash provided by financing activities | 1,419,002 | 432,646 |
| Net change in cash, cash equivalents and restricted cash | 281,251 | 9,018 |
| Cash, cash equivalents and restricted cash, at the beginning of the period | 241,723 | 200,389 |
| Cash, cash equivalents and restricted cash, at the end of the period | 522,974 | 209,407 |
| Reconciliation of cash, cash equivalents and restricted cash in balance sheets | ||
| Cash and cash equivalents | 521,527 | 208,367 |
| Restricted cash | 1,447 | 1,040 |
| Cash, cash equivalents and restricted cash in balance sheets | 522,974 | 209,407 |
| Non-cash investing and financing activities | ||
| Common stock issued as acquisition consideration | 7,631 | 74,496 |
| Unpaid property and equipment purchases | 1,293 | 4,788 |
| Property and equipment purchased through finance leases | 5,856 | 3,665 |
| Right-of-use assets acquired through operating leases | 4,463 | 3,853 |
Amounts as printed on the EDGAR/iXBRL face — (In thousands, except share and per share data); (In thousands, except share and per share amounts); (In thousands). Labels, columns, and figures are the filing face, not a GAAP stencil. Interactive statements & notes on EDGAR ↗