Joby Aviation, Inc. (JOBY) Form 8-K — Nov 4, 2026
Joby Aviation reported Q3 2026 revenue of $55.1 million (up from $22.6 million a year ago, primarily from its Blade business) and raised its full-year 2026 revenue outlook 15% to $135-140 million, while Blade flew a record 44,000+ passengers. The company still posted a $211.8 million net loss and a $207.9 million adjusted EBITDA loss, though net loss improved $189.4 million year-over-year, aided by a $49.8 million non-cash revaluation gain. Joby ended the quarter with $2.2 billion in cash and short-term investments, including ~$128 million of ATM proceeds, and carries $702.6 million of new long-term debt.
Key figures
- Revenue
- 55100000
- Guidance
- Full year 2026 revenue outlook raised 15% to $135-140 million (from $115-125 million); H2 2026 use of cash expected between $385-415 million
- Total Debt
- 702571000
- Revenue Yoy
- revenue rose $32.5M from $22.6M in Q3 2025 to $55.1M
- Total Assets
- 2687192000
- Cash Position
- 2197866000
- Shares Outstanding
- 978,533,969 weighted-average shares basic and diluted
- Q3 Use Of Cash
- 195000000
- Atm Net Proceeds Q3
- ~$128 million
- Blade Passengers Q3
- 44,000+
- Resonant TTMRevenue
- $100M+ growing ~40% YoY
- Aircraft In Production
- 17
- Air Force Contracts Total
- ~$37 million (up from ~$20 million), operational testing ceiling raised from $5 million to $50 million
- Ny Blade Passenger Growth Yo Y
- 61%
AI analysis
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