JOBY at a glance
Joby Aviation, Inc. (JOBY, SEC CIK 1819848) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Joby Aviation, Inc. (JOBY) reported revenue of $53.4 million (up 39183.1% from FY2024) and a net loss of $929.8 million. Diluted EPS was -$1.13.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding Joby Aviation, Inc. (JOBY) shares worth $3.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Bowles Gregory on October 5, 2026 of 5,302 shares at $5.78 per share.
- In the last 90 days, JOBY insiders reported 0 open-market purchases ($0) and 22 open-market sales ($15.6M) on Form 4, a net sale of $15.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $53.4M
- +39183.1% vs prior year
- Insiders · 90 days
- 0 buys · 22 sells
- Net −$15.6M
- 13F holders
- 37 funds
- $3.2B · −1 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: vertically integrated design, manufacture, and operation of all-electric eVTOL air taxis for urban aerial ridesharing
- New emphasis on aerial ridesharing service launch targeting first passengers in 2026 with proprietary Elevate OS and consumer app development
- Strategic acquisition of Blade Urban Air Mobility in August 2025 to access established customer base and infrastructure in NYC and Southern Europe
- Expanded manufacturing capacity with new 226,000 sq ft California facility completed in 2025 and large 728,000 sq ft high-rate production facility in Dayton, Ohio acquired in Jan 2026
- FAA type certification in advanced implementation stages, with 2025 Executive Order enabling early eVTOL operations before full certification
Risk Factors
- FAA certification delays due to staffing shortages, government shutdowns, or failure to pass FAA reauthorization impacting commercial launch timing
- Supply chain risk from reliance on global third-party suppliers for batteries and raw materials amid rising tariffs and trade restrictions since 2025
- Lack of infrastructure and vertiport access, with uncertain landing fees and potential permitting challenges limiting service rollout and customer utility
- Competitive pressure from better-resourced rivals who may launch first or leverage strategic partnerships, threatening Joby’s first-mover advantages
- Dependence on FAA and DOT regulatory approvals, including Part 135, with risks of costly revised safety, security, and export controls increasing operating expenses
Management Discussion & Analysis
- Revenue $53.4M in 2025 vs $0.1M in 2024, driven by Blade acquisition and DOD services
- Operating margin negative; operating loss $(719.6)M in 2025 vs $(596.8)M in 2024, loss worsened by 21%
- Best segment: Passenger service via Blade generating majority of new revenue; Worst: R&D with $581.1M expense up 22% YoY
- Cash, equivalents, securities $1.41B; raised $576M equity (Oct 2025), $250M Toyota investment (May 2025), plus convertible notes $670M (Feb 2026)
- Management targets first passenger flights in 2026; certification progress ongoing; key risks include FAA delays, competition, market adoption
AI summary of the JOBY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $38.6M vs $15K YoY, driven by Blade passenger services, engineering services, and rental income
- Operating loss $260.9M vs $167.9M YoY; operating margin -675.3% vs -1,119.1%
- Blade passenger services strongest contributor; revenue increased $38.6M from $15K
- R&D expense $194.7M, up 43% YoY; SG&A $76.6M, up 143%
- Near-term outlook: first passengers targeted in 2026; certification approximately 75% complete in stage four
Risk Factors
- No material risk-factor changes; filing incorporates 2025 Form 10-K and March 31, 2026 Form 10-Q risks
- Regulatory risk unchanged; certification, operating, and commercialization approvals remain dependent on aviation regulators
- Operational risk unchanged; aircraft development and commercialization remain subject to execution and production challenges
- Market risk unchanged; common-stock price remains exposed to adverse business, financial, or operating results
- Insider-selling overhang; trading plans cover up to 2,703,947 shares through September 24, 2027
AI summary of the JOBY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Resale registration for 2,419,801 Joby common shares issued to Strata Critical Medical’s selling stockholder
- Shares tied to acquired operations achieving specified EBITDA milestones during the 12 months after closing
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Sergey Novikov appointed Principal Accounting Officer effective September 2, 2026
- Internal promotion from Controller, a role held since June 2021
Item 1.01: Entry into a Material Definitive Agreement
- Standard securities-law disclaimer, not evidence of a new material agreement
- No transaction terms, counterparties, financial obligations, or investor-impacting provisions disclosed in the provided text
Item 7.01: Regulation FD Disclosure
- Item 7.01 content is limited to an incorporation-by-reference disclaimer
- No substantive operating, financial, or strategic disclosure for investors
Item EX-99.1: Item EX-99.1
- Definitive agreement to acquire Resonant Sciences for approximately $500 million, pending regulatory approval and expected closing in first half 2027
- Funding mix: approximately $450 million cash and $50 million Joby common stock, creating liquidity use and shareholder dilution
Item 8.01: Other Events
- Up to $750 million in common-stock sales authorized through an at-the-market offering
- Flexible issuance timing and pricing controlled by Joby, supporting capital raises without a single large financing
AI summaries of JOBY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JOBY
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- Fund moves. Which tracked funds opened, added or cut JOBY, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Thompson Michael N. Jr. | A | Oct 5, 2026 | 2,971 | - |
| Sciarra Paul Cahill | A | Oct 5, 2026 | 2,773 | - |
| Bowles Gregory | Sell | Oct 5, 2026 | 5,302 | $5.78 |
| Saluja Dipender | A | Oct 5, 2026 | 2,971 | - |
| Ogawa Tetsuo | A | Oct 5, 2026 | 2,773 | - |
| Brumana Rodrigo | Sell | Oct 2, 2026 | 2,601 | $5.95 |
| DeHoff Kate | Sell | Oct 2, 2026 | 9,575 | $5.95 |
| Sciarra Paul Cahill | Sell | Oct 2, 2026 | 62,500 | $6.09 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $136K | $53.4M |
| Operating Income | - | -$596.8M | -$719.6M |
| Net Income | -$513.0M | -$608.0M | -$929.8M |
| Op. Margin | - | -438789.7% | -1346.9% |
| Net Margin | - | -447083.8% | -1740.5% |
| Balance Sheet | |||
| Total Assets | $1.3B | $1.2B | $1.8B |
| Equity | - | $912.4M | $1.4B |
| ROE | - | -66.6% | -66.0% |
| Per Share | |||
| EPS | $-0.79 | $-0.87 | $-1.13 |
| Cash Flow | |||
| Operating CF | - | -$436.3M | -$509.9M |
| CapEx | $30.6M | $40.6M | $53.9M |
Source: XBRL data in Joby Aviation, Inc. (JOBY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JOBY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $3.22B |
| Q1 2026 | 38 | $2.71B |
| Q4 2025 | 36 | $4.28B |
| Q3 2025 | 35 | $5.03B |
| Q2 2025 | 32 | $3.29B |
| Q1 2025 | 27 | $1.33B |
| Q4 2024 | 23 | $1.68B |
| Q3 2024 | 14 | $668.3M |
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- AQR Capital Management−96.6K (-58%)
- Raymond James Financial−25.5K (-8%)
- Fifth Third Bancorp−4.0K (-1%)
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- D.E. Shaw & Co−1.74M
- Truist Financial−11.4K
- Blackstone Group−10.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 242 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JOBY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis |
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JOBY SEC filings: frequently asked questions
Are JOBY insiders buying or selling?
In the last 90 days, Joby Aviation, Inc. (JOBY) officers, directors and 10% owners reported no open-market purchases and 22 open-market sales worth $15.6 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JOBY stock?
As of June 30, 2026, the largest Joby Aviation, Inc. (JOBY) holders among the 13F filers tracked by SignalX were Toyota Motor Corp ($1.1 billion), BlackRock ($477.3 million), Vanguard Portfolio Management LLC ($246.0 million), Vanguard Capital Management LLC ($237.8 million), Morgan Stanley ($174.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JOBY's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Joby Aviation, Inc. (JOBY) reported revenue of $53.4 million (up 39183.1% from FY2024) and a net loss of $929.8 million. Diluted EPS was -$1.13. The figures come from the XBRL data in the 10-K.
What are the main risks in JOBY's latest 10-K?
In the 10-K filed February 27, 2026, Joby Aviation, Inc. (JOBY) flagged: FAA certification delays due to staffing shortages, government shutdowns, or failure to pass FAA reauthorization impacting commercial launch timing. Supply chain risk from reliance on global third-party suppliers for batteries and raw materials amid rising tariffs and trade restrictions since 2025. (AI summary of the Risk Factors section.)
What did JOBY report in its latest 8-K?
Joby Aviation, Inc. (JOBY) filed an 8-K on September 11, 2026 reporting Item 8.01 (Other Events). Resale registration for 2,419,801 Joby common shares issued to Strata Critical Medical’s selling stockholder.
What are the latest JOBY SEC filings?
Joby Aviation, Inc. (JOBY) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on October 6, 2026.
What is JOBY's SEC CIK number?
Joby Aviation, Inc. (JOBY)'s SEC Central Index Key (CIK) is 1819848. EDGAR lists every JOBY filing under that number.
Ask anything about JOBY
The research agent reads JOBY's filings, financials, insider trades and 13F holders, then answers with sources.