Joby Aviation

Q2 FY2026 EarningsQ2 FY26 results beat consensus on both top and bottom lines: revenue of $38.6M vs. $30.4M expected, and GAAP EPS of -$0.25 vs. -$0.23 expected mean (-$0.27 low end). Revenue growth was primarily driven by the integration of Blade Urban Air Mobility and increased government flight services. While loss from operations widened to $260.9M due to accelerated R&D for aircraft certification, a strong balance sheet with $2.26B in liquidity and the exercise of the Delta warrant provide significant runway for 2026 commercialization targets.