Joby Aviation posts Q3 2026 revenue beat, raises full‑year outlook and highlights FAA certification progress

Joby Aviation reported third‑quarter 2026 revenue of about $55 million, beating estimates. The company lifted its full‑year 2026 revenue guidance to a range of $135 million‑$140 million and said its cash balance was $2.2 billion at quarter‑end. Management highlighted a 15% increase in the revenue outlook, expanded manufacturing to 17 aircraft in production and progress on the FAA’s fifth certification stage, including a planned acquisition of Resonant Sciences for $100 million.

The raised revenue outlook signals higher future sales, which may support the stock’s recent 4‑8% gain (the company’s own release notes the share rise) and gives investors a clearer view of cash runway. The acquisition and certification milestones suggest potential new revenue streams from defense contracts and commercial operations.

  • 1Q3 2026 revenue was $55 million, primarily from Blade operations.
  • 2Full‑year 2026 revenue outlook increased 15% to a range of $135 million‑$140 million.
  • 3Cash, cash equivalents and short‑term investments totaled $2.2 billion as of September 30, 2026.
  • 4Manufacturing output rose to 17 aircraft in production.
  • 5Joby plans to acquire Resonant Sciences for $100 million in cash.
  • 6The company completed a wide range of “for‑credit” testing in the FAA’s fifth certification stage.

Sources