Joby Aviation, Inc.
For the period ended Sep 30, 2026. Filed Nov 5, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 5, 2026
JOBY$5.92-4.2%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Condensed Consolidated Statements of Stockholders’ Equity (Unaudited)
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY
(In thousands, except share data)
| Common Stock · AdditionalPaid-InCapital · AccumulatedDeficit · Accumulated Other Comprehensive Income (Loss) · TotalStockholders’Equity | ||||||
|---|---|---|---|---|---|---|
| Shares · Amount | ||||||
| Balance at January 1, 2026 | 915,076,698 | $91 | $4,193,684 | $(2,785,579) | $1,517 | $1,409,713 |
| Net loss | — | — | — | (109,950) | — | (109,950) |
| Stock-based compensation | — | — | 41,161 | — | — | 41,161 |
| Issuance of common stock upon exercise of stock options and vesting of early exercised stock options | 691,952 | — | 512 | — | — | 512 |
| Issuance of common stock upon release of restricted stock units | 5,003,139 | — | — | — | — | — |
| Issuance of common stock in Public Offering, net of issuance cost of $23,664 | 52,863,437 | 6 | 576,330 | — | — | 576,336 |
| Issuance of common stock upon exercise of Delta Warrant | 7,000,000 | 1 | 69,999 | — | — | 70,000 |
| Reclassification of Delta Warrant liability upon exercise | — | — | 37,870 | — | — | 37,870 |
| Issuance of common stock upon exercise of public warrants | 3,174 | — | 47 | — | — | 47 |
| Payment for capped call transactions | — | — | (63,273) | — | — | (63,273) |
| Other comprehensive loss | — | — | — | — | (4,705) | (4,705) |
| Balance at March 31, 2026 | 980,638,400 | $98 | $4,856,330 | $(2,895,529) | $(3,188) | $1,957,711 |
| Net loss | — | — | — | (245,443) | — | (245,443) |
| Stock-based compensation | — | — | 49,056 | — | — | 49,056 |
| Issuance of common stock upon exercise of stock options and vesting of early exercised stock options | 429,542 | — | 149 | — | — | 149 |
| Issuance of common stock upon release of restricted stock units | 4,259,555 | — | — | — | — | — |
| Issuance of common stock under the Employee Stock Purchase Plan | 1,193,455 | 1 | 8,190 | — | — | 8,191 |
| Issuance of common stock upon exercise of public warrants | 297 | — | 3 | — | — | 3 |
| Other comprehensive loss | — | — | — | — | (2,944) | (2,944) |
| Balance at June 30, 2026 | 986,521,249 | $99 | $4,913,728 | $(3,140,972) | $(6,132) | $1,766,723 |
| Net loss | — | — | — | (211,830) | — | (211,830) |
| Stock-based compensation | — | — | 51,717 | — | — | 51,717 |
| Issuance of common stock upon exercise of stock options and vesting of early exercised stock options | 391,713 | — | 299 | — | — | 299 |
| Issuance of common stock upon release of restricted stock units | 3,537,805 | — | — | — | — | — |
| Issuance of common stock in at-the-market public offering, net of issuance costs of $1,796 | 20,174,525 | 2 | 128,202 | — | — | 128,204 |
| Issuance of common stock upon exercise of public warrants | 2,625 | — | 27 | — | — | 27 |
| Issuance of common stock in settlement of contingent consideration | 2,419,801 | — | 16,551 | — | — | 16,551 |
| Other comprehensive loss | — | — | — | — | (4,875) | (4,875) |
| Balance at September 30, 2026 | 1,013,047,718 | $101 | $5,110,524 | $(3,352,802) | $(11,007) | $1,746,816 |
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY (CONTINUED)
(In thousands, except share data)
| Common Stock · AdditionalPaid-InCapital · AccumulatedDeficit · AccumulatedOther Comprehensive Income (Loss) · Total Stockholders’ Equity | ||||||
|---|---|---|---|---|---|---|
| Shares · Amount | ||||||
| Balance at January 1, 2025 | 784,176,364 | $78 | $2,768,605 | $(1,855,737) | $(583) | $912,363 |
| Net loss | — | — | — | (82,406) | — | (82,406) |
| Stock-based compensation | — | — | 27,019 | — | — | 27,019 |
| Issuance of common stock upon exercise of stock options | 807,475 | — | 547 | — | — | 547 |
| Issuance of common stock upon release of restricted stock units | 4,063,821 | — | — | — | — | — |
| Issuance of common stock in at-the-market public offering, net of issuance cost of $81 | 246,167 | 1 | 1,993 | — | — | 1,994 |
| Vesting of early exercised stock options | — | — | 13 | — | — | 13 |
| Other comprehensive loss | — | — | — | — | (89) | (89) |
| Balance at March 31, 2025 | 789,293,827 | $79 | $2,798,177 | $(1,938,143) | $(672) | $859,441 |
| Net loss | — | — | — | (324,674) | — | (324,674) |
| Stock-based compensation | — | — | 26,558 | — | — | 26,558 |
| Issuance of common stock upon exercise of stock options | 886,924 | — | 421 | — | — | 421 |
| Issuance of common stock upon release of restricted stock units | 3,736,901 | — | — | — | — | — |
| Issuance of common stock in at-the-market public offering, net of issuance cost of $1,486 | 5,853,452 | 1 | 40,967 | — | — | 40,968 |
| Issuance of common stock under the Employee Stock Purchase Plan | 1,148,609 | — | 5,022 | — | — | 5,022 |
| Issuance of common stock in private placement, net of issuance cost of $95 | 49,701,790 | 5 | 290,158 | — | — | 290,163 |
| Vesting of early exercised stock options | — | — | 275 | — | — | 275 |
| Other comprehensive income | — | — | — | — | 118 | 118 |
| Balance at June 30, 2025 | 850,621,503 | $85 | $3,161,578 | $(2,262,817) | $(554) | $898,292 |
| Net loss | — | — | — | (401,226) | — | (401,226) |
| Stock-based compensation | — | — | 30,232 | — | — | 30,232 |
| Issuance of common stock upon exercise of stock options and vesting of early exercised stock options | 1,209,289 | — | 1,252 | — | — | 1,252 |
| Issuance of common stock upon release of restricted stock units | 3,051,514 | — | — | — | — | — |
| Issuance of common stock in at-the-market public offering, net of issuance cost of $3,272 | 7,059,395 | 1 | 100,909 | — | — | 100,910 |
| Issuance of common stock upon exercise of private warrants | 4,128,197 | — | 70,468 | — | — | 70,468 |
| Issuance of common stock upon exercise of public warrants | 2,881,758 | — | 58,700 | — | — | 58,700 |
| Issuance of common stock in Blade acquisition | 5,325,585 | 1 | 75,942 | — | — | 75,943 |
| Vesting of earnout shares | — | — | 60,709 | — | — | 60,709 |
| Other comprehensive income | — | — | — | — | 1,172 | 1,172 |
| Balance at September 30, 2025 | 874,277,241 | $87 | $3,559,790 | $(2,664,043) | $618 | $896,452 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.