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Joby Aviation (JOBY) guidance and outlook

Joby Aviation (JOBY) raised its guidance on Nov 4, 2026: Revenue +15% for FY2026; Revenue $135M–$140M for FY2026. Joby Aviation's 10-Q filed Nov 5, 2026 makes 35 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 4, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 5, 2026

• We have spent more than a decade designing and testing a piloted all-electric, vertical take-off and landing (“eVTOL”) air taxi that we intend to operate as part of a fast, quiet and convenient service in cities around the world.
• By combining the freedom of air travel with the efficiency of our aircraft, we expect to deliver journeys that are up to 10 times faster than driving, and it is our goal to steadily drive down end-user pricing in the years following commercial launch to make the service widely accessible.
• We plan to manufacture, operate and sell our aircraft, and are building a vertically integrated transportation company to maximize the value of our investments.
• We are targeting carrying our first passengers in 2026.
• We believe this vertically-integrated business model will generate the greatest economic returns over time, while providing us with end-to-end control and information regarding customer experience to optimize for customer safety, comfort and value.
• The acquisition unlocked immediate market access, including an established customer base, operational expertise, airport relationships and infrastructure across key urban corridors in New York City and Southern Europe and we believe these will allow us to combine our best-in-class technology with Blade’s experience in delivering premium customer transportation at scale once our aircraft is certified.
• Such payment will be made in cash, with the exception of stock consideration payable to the Management Members (as defined in the Resonant Purchase Agreement), which shall be equal to 40% of the purchase price payable to the Management Members and is expected to comprise approximately $50.0 million of the total consideration under the Resonant Purchase Agreement.
• Our existing defense initiatives, which are built on more than a decade of work with defense and intelligence customers, are expected to be combined with
• We expect to expand our activities under the eIPP, subject to applicable regulatory approvals and operational requirements, as we continue pursuing FAA type certification.
• Our UAM revenue will be directly tied to the continued development of short distance aerial transportation.
• While we believe the global market for UAM will be large, it remains undeveloped and there is no guarantee of future demand.
• We anticipate initial operations in the eIPP to be followed by operations in selected high-density metropolitan areas where traffic congestion is particularly acute and operating conditions are suitable for early eVTOL operations.

Joby Aviation's latest quarter

Questions

Did Joby Aviation raise or lower its guidance?

Joby Aviation (JOBY) raised its guidance on Nov 4, 2026: Revenue +15% for FY2026; Revenue $135M–$140M for FY2026.

What does Joby Aviation expect?

We have spent more than a decade designing and testing a piloted all-electric, vertical take-off and landing (“eVTOL”) air taxi that we intend to operate as part of a fast, quiet and convenient service in cities around the world. By combining the freedom of air travel with the efficiency of our aircraft, we expect to deliver journeys that are up to 10 times faster than driving, and it is our goal to steadily drive down end-user pricing in the years following commercial launch to make the service widely accessible. We plan to manufacture, operate and sell our aircraft, and are building a vertic

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.