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Joby Aviation, Inc.

For the period ended Sep 30, 2026. Filed Nov 5, 2026.

View on SEC.gov

About 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 exhibits

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, 2026915,076,698$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 options691,952—512——512
Issuance of common stock upon release of restricted stock units5,003,139—————
Issuance of common stock in Public Offering, net of issuance cost of $23,66452,863,4376576,330——576,336
Issuance of common stock upon exercise of Delta Warrant7,000,000169,999——70,000
Reclassification of Delta Warrant liability upon exercise——37,870——37,870
Issuance of common stock upon exercise of public warrants3,174—47——47
Payment for capped call transactions——(63,273)——(63,273)
Other comprehensive loss————(4,705)(4,705)
Balance at March 31, 2026980,638,400$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 options429,542—149——149
Issuance of common stock upon release of restricted stock units4,259,555—————
Issuance of common stock under the Employee Stock Purchase Plan1,193,45518,190——8,191
Issuance of common stock upon exercise of public warrants297—3——3
Other comprehensive loss————(2,944)(2,944)
Balance at June 30, 2026986,521,249$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 options391,713—299——299
Issuance of common stock upon release of restricted stock units3,537,805—————
Issuance of common stock in at-the-market public offering, net of issuance costs of $1,79620,174,5252128,202——128,204
Issuance of common stock upon exercise of public warrants2,625—27——27
Issuance of common stock in settlement of contingent consideration2,419,801—16,551——16,551
Other comprehensive loss————(4,875)(4,875)
Balance at September 30, 20261,013,047,718$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, 2025784,176,364$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 options807,475—547——547
Issuance of common stock upon release of restricted stock units4,063,821—————
Issuance of common stock in at-the-market public offering, net of issuance cost of $81246,16711,993——1,994
Vesting of early exercised stock options——13——13
Other comprehensive loss————(89)(89)
Balance at March 31, 2025789,293,827$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 options886,924—421——421
Issuance of common stock upon release of restricted stock units3,736,901—————
Issuance of common stock in at-the-market public offering, net of issuance cost of $1,4865,853,452140,967——40,968
Issuance of common stock under the Employee Stock Purchase Plan1,148,609—5,022——5,022
Issuance of common stock in private placement, net of issuance cost of $9549,701,7905290,158——290,163
Vesting of early exercised stock options——275——275
Other comprehensive income————118118
Balance at June 30, 2025850,621,503$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 options1,209,289—1,252——1,252
Issuance of common stock upon release of restricted stock units3,051,514—————
Issuance of common stock in at-the-market public offering, net of issuance cost of $3,2727,059,3951100,909——100,910
Issuance of common stock upon exercise of private warrants4,128,197—70,468——70,468
Issuance of common stock upon exercise of public warrants2,881,758—58,700——58,700
Issuance of common stock in Blade acquisition5,325,585175,942——75,943
Vesting of earnout shares——60,709——60,709
Other comprehensive income————1,1721,172
Balance at September 30, 2025874,277,241$87$3,559,790$(2,664,043)$618$896,452
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The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.