Every 8-K that Joby Aviation, Inc. (JOBY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow JOBY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JOBY filings page.
Joby Aviation, Inc. (JOBY) reports that it has filed a prospectus supplement under Rule 424(b) covering the resale of 2,419,801 shares of common stock. These shares were previously issued to a selling stockholder after the acquired operations achieved specified EBITDA milestones during the 12-month period following closing of an acquisition.
The prospectus supplement forms part of Joby Aviation’s Registration Statement on Form S-3 (No. 333-282809) and relates to shares issued in connection with acquiring the passenger segment and operations of Strata Critical Medical, Inc. (formerly Blade Air Mobility, Inc.), Trinity Medical Intermediate II, Inc., and Blade Urban Air Mobility, Inc. A legal opinion from Latham & Watkins LLP on the validity of these shares is filed as an exhibit.
Joby Aviation, Inc. (JOBY) announced that its Board of Directors appointed Sergey Novikov as the company’s Principal Accounting Officer, effective September 2, 2026. Novikov, age 57, has served as Joby’s Controller since June 2021 and previously acted as principal accounting officer from December 13, 2024 through May 29, 2025.
Before joining Joby, Novikov worked at Varian Medical Systems as Sr. Director, Americas Controller from June 2018 to June 2021 and began his career at Price Waterhouse. He is a licensed certified public accountant in California. His existing compensation arrangements remain unchanged, and he will enter into Joby’s standard indemnification agreement. The company states there are no special arrangements, family relationships, or related-party transactions connected to his appointment.
Joby Aviation agreed to acquire Strix Holdings’ Resonant Sciences defense business for a $500,000,000 base purchase price, subject to customary cash, debt and working-capital adjustments. Consideration will be mostly cash, with Management Members receiving stock equal to 40% of their portion, expected to be about $50.0 million in Joby common shares priced at $7.4752 per share. Resonant, which will become Joby’s dedicated defense unit, generated more than $100 million of trailing‑twelve‑month revenue with approximately 40% year‑over‑year growth and high‑teens adjusted EBITDA margins, and employs about 250 people.
Closing is targeted for the first half of 2027 and is conditioned on a pre‑closing restructuring, regulatory and national security approvals, accuracy of representations, covenant compliance and no material adverse effect on the Resonant companies. The seller is bound by a no‑shop covenant, and the agreement includes customary termination rights and an outside date of February 8, 2027, subject to extensions for approvals.
Separately, Joby established an at‑the‑market offering program under an Equity Distribution Agreement with four banks, allowing sales of up to $750,000,000 of common stock from time to time, with aggregate commissions of up to 3.0% of gross sales. Shares for the Resonant stock consideration will be issued in private placements relying on Securities Act exemptions, with a resale registration to follow.
Joby Aviation reported results for the quarter ended June 30, 2026. Revenue reached $38.6 million, driven largely by the Blade passenger business, while net loss was $245.4 million and Adjusted EBITDA loss was $197 million.
Blade generated $36.2 million in Q2 revenue with seats sold up more than 50% year over year, contributing to an increase in Joby’s full-year 2026 revenue outlook to $115 million–$125 million. The company ended the quarter with $2.3 billion in cash, cash equivalents and short-term investments, after Q2 use of cash of $202 million and first-half use of $365 million excluding a prior $32 million Ohio facility investment. For the second half of 2026, use of cash is expected between $385 million and $415 million.
Operationally, Joby has five electric air taxis flying and 12 more in production, and reported its strongest progress yet in the fifth and final stage of FAA type certification. Initial flights under the eIPP program in the Dallas–Fort Worth area are expected in September 2026. A joint venture with Toyota targets high-volume commercial production, while a strategic partnership with Atoms focuses on multimodal transportation hubs in key U.S. launch markets.
Joby Aviation, Inc. reported that its publicly traded warrants to purchase common stock, which trade on the NYSE under the symbol JOBY WS, will expire on August 10, 2026. As of June 30, 2026, 14,237,486 warrants were outstanding, each allowing the holder to buy one share of common stock at an exercise price of $11.50 per share.
The NYSE plans to suspend trading in the warrants after the close on August 7, 2026 so trades can settle by August 10. Holders are instructed to exercise through their brokers or custodians, and any warrants not exercised before 5:00 p.m. New York time on August 7, 2026 will become void and no longer exercisable.
Joby Aviation, Inc. has formed a manufacturing joint venture with Toyota Motor Corporation to build its S4 Series eVTOL aircraft. Joby’s subsidiary and Toyota jointly incorporated Joby Toyota Aero Manufacturing Preparation Company (JTAMPC), with Joby investing $980,000 for 980,000 shares (49%) and Toyota investing $1,020,000 for 1,020,000 shares (51%).
JTAMPC will be governed by a five-member board, with three directors designated by Toyota and two by Joby, and many major decisions requiring specified stockholder approvals. The parties intend to negotiate an exclusive manufacturing supply agreement and related IP arrangements under which JTAMPC will have exclusive rights to manufacture the S4 Series, supported by royalty-free and limited royalty-bearing licenses from Joby and Toyota.
The agreement includes mandatory capital contributions tied to future funding milestones, detailed default and termination provisions, and customary transfer restrictions and rights. Completion of certain “Future Agreements” is also tied to satisfying a closing condition for Toyota’s second $250 million investment tranche under a prior stock purchase agreement.
Joby Aviation, Inc. reported the results of its Annual Meeting of Stockholders held on June 2, 2026. Stockholders holding 741,807,477 shares, about 75% of the outstanding common stock as of the record date, were represented in person or by proxy.
Three Class II directors — Paul Sciarra, Halimah DeLaine Prado, and Laura Wright — were each elected to serve until the 2029 Annual Meeting of Stockholders. Stockholders also ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
In addition, stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers through the Say on Pay vote.
Joby Aviation reported its first quarter 2026 results, showing rapid operational progress but continued heavy investment and losses. The company generated $24 million in revenue, primarily from the BLADE passenger business, and recorded a net loss of $110 million driven by $258 million of operating expenses.
Adjusted EBITDA was a loss of $179 million, reflecting high spending on aircraft development, certification and manufacturing scale-up. Joby ended the quarter with a strong liquidity position of $2.5 billion in cash, cash equivalents and short-term investments, boosted by a recent equity offering, Delta warrant exercise and a convertible notes issue.
Operationally, Joby completed landmark eVTOL demonstration flights in San Francisco and New York City, flew its first FAA-conforming aircraft for Type Inspection Authorization, and finished the FAA SR3 audit, while being selected under the White House-backed eVTOL Integration Pilot Program, which may allow initial operations in up to 11 U.S. states in 2026. The company reaffirmed full-year 2026 revenue guidance of $105–$115 million and expects to use $340–$370 million of cash in the first half of 2026, excluding a one-time Ohio facility purchase.
Joby Aviation, Inc., through wholly-owned subsidiaries, entered into a senior, secured, non-revolving Loan Agreement for $30,750,000 to help finance the acquisition of an Ohio property. The loan is interest-only with a ten (10) year term and is secured by a mortgage on the property and a pledge of the borrower’s equity.
The funds are used to acquire approximately 728,000 square feet of real estate at 1669 Capstone Way in Vandalia, Ohio, which Aero purchased for a $61,500,000 purchase price. Various guaranties and environmental indemnities support the structure, and the borrower must fund reserves for property taxes and insurance premiums.
Joby Aviation, Inc. changed its independent auditor. On March 2, 2026, the Audit Committee dismissed Deloitte & Touche LLP as the company’s independent registered public accounting firm, effective immediately, and informed Deloitte on March 3, 2026.
Deloitte’s audit reports on Joby’s consolidated financial statements for the fiscal years ended December 31, 2025 and 2024 contained no adverse opinions, disclaimers, or qualifications regarding uncertainty, scope, or accounting principles, and there were no disagreements or reportable events through March 2, 2026.
The Audit Committee appointed PricewaterhouseCoopers LLP as Joby’s independent registered public accounting firm for the fiscal year ending December 31, 2026, subject to completion of PwC’s standard client acceptance procedures and an engagement letter. Joby states it did not consult PwC on accounting principles, potential audit opinions, disagreements, or reportable events during the referenced periods.
Joby Aviation reported fourth quarter 2025 revenue of $30.8 million and a net loss of $121.5 million, driven by $237.6 million of operating expenses tied to certification, manufacturing and the Blade acquisition. Adjusted EBITDA was a loss of $154.1 million.
The company ended 2025 with $1.41 billion in cash, cash equivalents and short-term investments and subsequently raised about $1.2 billion via underwritten equity and convertible debt offerings. Management expects to use $340–$370 million of cash through the first half of 2026 and guided to 2026 revenue of $105–$115 million.
Operationally, Joby recorded a record 18‑point increase in FAA progress on the fourth stage of type certification, expects to carry its first passengers in 2026, and plans to double production capacity to four aircraft per month in 2027 using a new 700,000‑square‑foot Dayton, Ohio facility. The company also flew its hybrid turbine‑electric demonstrator and disclosed more than $1 billion in potential aircraft and service sales, including up to $250 million in Kazakhstan.
Joby Aviation entered into several financing deals, combining a large stock sale with a new convertible note issue. The company sold 52,863,437 common shares under an underwriting agreement, and separately issued $690,000,000 principal amount of 0.75% Convertible Senior Notes due 2032, both completed on February 2, 2026.
The notes carry a 0.75% annual interest rate, mature on February 15, 2032, and are initially convertible at 70.4846 shares per $1,000 of notes, implying a conversion price of about $14.19 per share. A capped call structure, costing approximately $63.3 million with a $22.70 per‑share cap, is designed to limit potential dilution from conversions.
To facilitate investor hedging, Joby also arranged a Delta Offering involving 5,286,343 borrowed shares short‑sold by an underwriter. Separately, the company disclosed preliminary, unaudited cash, cash equivalents and short‑term investments of $1,407.9 million as of December 31, 2025.
Joby Aviation, Inc. reported that its subsidiary Joby Aero, Inc. entered into a Purchase and Sale Agreement to acquire a second Ohio facility. The company agreed to buy certain real property and related assets in Vandalia, Ohio for a purchase price of $61,500,000.
The property comprises approximately 728,000 square feet at 1669 Capstone Way. Joby will place a $1,000,000 deposit in escrow, and its obligation to close depends on satisfactory title due diligence and the seller or an affiliate being prepared to fund a portion of the purchase price at closing.
Joby may terminate the agreement over title objections until January 15, 2026, and the transaction must close no later than February 27, 2026. If closing fails due to specified issues such as title problems, seller breach, condemnation, or damage, the deposit is returned to Joby; otherwise, the deposit becomes liquidated damages payable to the seller.
Joby Aviation (JOBY) furnished a Regulation FD update announcing a press release titled “Joby To Sell up to $250 Million of Aircraft and Services in Kazakhstan.” The announcement signals potential sales of up to $250 million, reflecting interest in deploying Joby’s aircraft and related services in Kazakhstan.
The disclosure was made under Item 7.01 and explicitly stated as “furnished” rather than “filed,” and not deemed an admission of materiality. The press release, dated November 6, 2025, was included as Exhibit 99.1. No additional financial terms, timing, or conditions were provided in this excerpt.
Joby Aviation (JOBY) furnished its quarterly results under Item 2.02 for the quarter ended September 30, 2025. The company included a press release (Exhibit 99.1) and a shareholder letter (Exhibit 99.2), both dated November 5, 2025. These materials are furnished, not filed, under the Exchange Act.
Joby Aviation furnished an Item 7.01 Form 8-K to share a press release titled “Joby Begins Power-On Testing of First Conforming Aircraft, Enters Final Stage of Type Certification Process.”
The company reports it has begun power-on testing of its first conforming aircraft and states it has entered the final stage of the type certification process. The information, including Exhibit 99.1, is furnished and not deemed filed under Section 18 and is not incorporated by reference.
Joby Aviation, Inc. entered into an underwriting agreement with Morgan Stanley & Co. LLC for an underwritten public offering of 30,500,000 shares of common stock at $16.85 per share. The company also granted a 30‑day option to purchase up to 4,575,000 additional shares. The shares are expected to be delivered against payment on October 9, 2025.
Joby estimates net proceeds of about $500.5 million after underwriting discounts, commissions and estimated expenses. It currently intends to use these funds, together with existing cash, cash equivalents and short‑term investments, to fund certification and manufacturing efforts, prepare for commercial operations, and for general working capital and other corporate purposes. The deal is being conducted under an existing automatic shelf registration on Form S‑3.
Joby Aviation, Inc. filed two prospectus supplements that permit the resale of 49,701,790 and 5,325,585 shares of its common stock by existing holders. The 5,325,585 shares were previously issued in connection with Joby’s acquisition of the passenger segment and operations of Strata Critical Medical, Inc. (formerly Blade Air Mobility, Inc.) and related entities. The 49,701,790 shares were previously issued to Toyota Motor Corporation under an amended and restated stock purchase agreement that provides for up to 99,403,579 shares at a purchase price of $5.03 per share. Both supplements are part of Joby’s existing shelf registration statement on Form S-3.
Joby Aviation, Inc. furnished an update that it has completed the acquisition of Blade’s passenger business, as described in a press release dated August 29, 2025. The company is providing this information under a Regulation FD disclosure item, meaning it is sharing the same information with all investors at once for fairness. The press release, attached as Exhibit 99.1, contains further details about the transaction, while this report clarifies that the information is considered furnished rather than filed for securities law purposes.
Form 8-K – Regulation FD disclosure (Item 7.01)
On 1 Aug 2025, Joby Aviation, Inc. (NYSE: JOBY) furnished a press release titled “Joby Collaborates with L3Harris to Pursue Defense Applications for Autonomous Hybrid VTOL Aircraft.” The filing contains no financial figures, contract values, or guidance; it simply makes the press release available as Exhibit 99.1 and states that the information is “furnished, not filed,” thus avoiding Section 18 liability and exclusion from future incorporations by reference. Item 9.01 lists Exhibit 99.1 and the XBRL cover page; no other material events or financial statements were disclosed.