Joby Q2 revenue $38.6M, net loss $245.4M; raises FY2026 revenue guidance to $115-125M

Joby Aviation, Inc.

Blade generated $36.2M in Q2 revenue; seats sold up >50% YoY; full-year revenue outlook raised to $115-125M.
First eIPP flights expected September in Texas; targeting first passengers in 2026.
Five aircraft flying, 12 in production; strongest quarterly progress in final FAA Type Certification stage.
Toyota JV formed for high-volume production; partnership with Atoms for multimodal hubs in FL, NY, TX, CA.
$2.3B cash and short-term investments as of June 30; H2 2026 cash use expected $385-415M.

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