JOBYHIGH SIGNALFINANCIAL10-K

JOBY achieved a massive revenue breakthrough with 39,183% growth to $53.4M while simultaneously experiencing a 53% increase in net losses to $930M, indicating early commercialization progress but at significant cost.

This represents a pivotal moment for JOBY as the company transitions from pure development to generating meaningful revenue, likely from early commercial operations or major partnerships. However, the dramatic increase in losses alongside higher SG&A expenses suggests the company is burning substantial cash to scale operations, raising questions about the path to profitability and cash runway sustainability.

Comparing 2026-02-27 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

JOBY's financials show a company in rapid transformation with explosive revenue growth from $136K to $53.4M, while net losses expanded 53% to $930M and SG&A costs increased 36% to $163M. The balance sheet strengthened significantly with stockholders' equity growing 55% to $1.4B and total assets expanding 50% to $1.8B, suggesting successful capital raising. However, the dramatic increase in losses despite revenue growth, combined with 33% higher capital expenditures, signals JOBY is in heavy investment mode for commercialization but faces substantial cash burn that investors must monitor closely.

FINANCIAL STATEMENT CHANGES
Revenue
P&L
+39183.1%
$136K$53.4M

Strong top-line growth of 39183.1% — accelerating demand or successful expansion into new markets.

Interest Expense
P&L
-95.1%
$2.4M$118K

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

Stockholders Equity
Balance Sheet
+54.5%
$912.4M$1.4B

Equity base grew 54.5% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Net Income
P&L
-52.9%
-$608.0M-$929.8M

Net income declined 52.9% — review whether driven by operations, interest costs, or non-recurring items.

Total Assets
Balance Sheet
+49.2%
$1.2B$1.8B

Asset base grew 49.2% — expansion through organic growth, acquisitions, or capital deployment.

Current Assets
Balance Sheet
+49.1%
$969.6M$1.4B

Current assets grew 49.1% — improving short-term liquidity or inventory/receivables build.

SG&A Expense
P&L
+35.9%
$119.7M$162.6M

SG&A up 35.9% — significant increase in sales or administrative costs, monitor impact on operating leverage.

Capital Expenditure
Cash Flow
+32.7%
$40.6M$53.9M

Capital expenditure jumped 32.7% — major investment cycle underway; assess returns on deployment.

Total Liabilities
Balance Sheet
+32.4%
$291.1M$385.4M

Liabilities grew 32.4% — significant increase in debt or obligations, assess impact on financial flexibility.

Current Liabilities
Balance Sheet
+24.7%
$48.1M$60.0M

Current liabilities rose 24.7% — increased short-term obligations, watch current ratio.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-27
ADDED
o Yes o No APPLICABLE ONLY TO CORPORATE REGISTRANTS: The registrant had outstanding 979,334,237 shares of common stock as of February 23, 2026.
Management's Discussion and Analysis of Financial Condition and Results of Operations 37 Item 7A.
Moreover, we operate in a very competitive and rapidly changing environment.
We cannot assure you that the results, events and circumstances reflected in the forward-looking statements will be achieved or occur.
Risk Factors Summary Our business is subject to a number of risks and uncertainties, which are described in greater detail in Part I, Item 1A Risk Factors of this Annual Report, any of which could materially adversely affect our business, financial condition, results of operations, and brand.
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REMOVED
o Yes o No APPLICABLE ONLY TO CORPORATE REGISTRANTS: The registrant had outstanding 787,816,925 shares of common stock as of February 24, 2025.
Management's Discussion and Analysis of Financial Condition and Results of Operations 32 Item 7A.
Business Overview We are developing an all-electric, vertical take-off and landing ( eVTOL ) air taxi which we intend to operate in cities around the world.
While foreign certification in many countries leverages our work with the FAA, in some, such as the UAE, it may also provide a path to commercial operations prior to receiving certification in the United States.
In November 2024, we completed our first international exhibition flight at Toyota s Higashi-Fuji Technical Center in Shizuoka, Japan.
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