Joby Aviation 2026年第二季度业绩亮眼，凭借旗下Blade业务的强劲表现将全年营收指引上调至1.15亿-1.25亿美元，同时手握23亿美元充裕现金；在业务推进上，公司制造产能持续爬坡（5架在飞、12架生产中），丰田合资项目为量产奠定基础，FAA认证进入最后冲刺，预计今年9月将在德州开展首批试点飞行，目标年内实现首批乘客搭载，并与前Uber CEO创立的Atoms公司合作布局全美起降枢纽，正加速迈向商业化落地。

Company Raises 2026 Revenue Guidance

SANTA CRUZ, Calif.—August 5, 2026—Joby Aviation, Inc. (NYSE:JOBY), a company developing electric air taxis for commercial passenger service, today issued its Second Quarter 2026 Shareholder Letter detailing the company’s operational and financial results for the quarter ending June 30, 2026. The company will host a live audio webcast of its conference call to discuss the results at 2:00 p.m. PT (5:00 p.m. ET) today.

Highlights include:

• First eIPP flights are expected in September in Texas, targeting first passengers in 2026.
• Strongest quarterly progress yet in fifth and final stage of FAA Type Certification.
• Five aircraft flying and 12 more in production, as the manufacturing ramp continues.
• Joint venture with Toyota lays groundwork for strategic manufacturing alliance and high-volume production.
• Strong Blade performance, generating $36.2 million in Q2 revenue, contributing to increased full year 2026 total revenue outlook between $115 million and $125 million.
• Strategic partnership with Atoms, the Industrial AI and infrastructure company founded by Travis Kalanick, to develop multimodal transportation hubs across U.S. launch markets.
• $2.3B in cash and short-term investments as of June 30, 2026.
  
  

Commenting on Joby’s second quarter results, JoeBen Bevirt, founder and CEO, said: “With meaningful progress on certification, partnerships, infrastructure and commercial readiness, we are unlocking the third dimension of mobility and turning electric vertical flight from an extraordinary technology into an everyday reality, giving people their time back and fundamentally changing the way we move.”

Outlook

Joby’s current outlook incorporates continued investment in certification of its eVTOL aircraft, expansion of manufacturing scale, and advancing commercialization efforts including participation in the White House-backed eIPP program. The company increased its full year 2026 total revenue outlook to a range of $115 million to $125 million. For the second half of 2026, Joby anticipates use of cash, cash equivalents and short-term investments to be between $385 million and $415 million.

Second Quarter 2026 Financial Results Webcast Details:

What: Joby Aviation Second Quarter 2026 Financial Results Webcast When: Wednesday, August 5, 2026 Time: 2:00 p.m. PT (5:00 p.m. ET) Webcast: Upcoming Events section of the company website.

If unable to attend the webcast, to listen by phone, please dial 1-877-407-9719 or 1-201-378-4906. A replay of the webcast will be available on the company website following the event.

About Joby

Joby Aviation, Inc. (NYSE:JOBY) is a California-based transportation company developing an all-electric, vertical take-off and landing air taxi. Joby intends to both operate its fast, quiet, and convenient air taxi service in cities around the world and sell its aircraft to other operators and partners. To learn more, visit www.jobyaviation.com.

Forward Looking Statements

This release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding the development and performance of our aircraft and the growth of our manufacturing capabilities, including plans to deliver two additional aircraft in 2026; our regulatory outlook, progress and timing, including our target of carrying our first passengers in 2026; our business plan, objectives, goals, market opportunity and expected demand for our aircraft and services; plans for, and potential benefits of, our strategic partnerships, including our partnership with Atoms to develop air taxi hubs; expected opportunities under the eIPP, including locations and timing of eIPP flights; and our current expectations relating to our business, financial condition, results of operations, prospects, capital needs and growth of our operations, including our use of cash and revenue guidance for 2026. You can identify forward-looking statements by the fact that they do not relate strictly to historical or current facts. These statements may include words such as “anticipate”, “estimate”, “expect”, “project”, “plan”, “intend”, “believe”, “may”, “will”, “should”, “can have”, “likely” and other words and terms of similar meaning in connection with any discussion of the timing or nature of future operating or financial performance or other events. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially, including: our ability to launch our air taxi service and the growth of the urban air mobility market generally; our ability to produce aircraft that meet our performance expectations in the volumes and on the timelines that we project; the need to negotiate additional definitive agreements and secure permits and other required approvals to achieve the full expected value of our partnerships; the competitive environment in which we operate; our future capital needs; our ability to adequately protect and enforce our intellectual property rights; our ability to effectively respond to evolving regulations and standards relating to our aircraft; uncertainty around timing of proposed enhancements to the air traffic control system; our reliance on third-party suppliers and service partners; uncertainties related to our estimates of the size of the market for our service and future revenue opportunities; and other important factors discussed in the section titled “Risk Factors” in our Annual Report on Form 10-K, filed with the Securities and Exchange Commission (the “SEC”) on February 27, 2026, and in future filings and other reports we file with or furnish to the SEC. Any such forward-looking statements represent management’s estimates and beliefs as of the date of this release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.

Media:Christine Theodorou
press@jobyaviation.com

Investors:investors@jobyaviation.com

网页机器翻译（仅供参考）

公司提升2026年收入指导

加利福尼亚州圣克鲁斯——2026年8月5日——Joby Aviation， Inc.（纽约证券交易所代码：JOBY）是一家专注于开发商业客运电动航空出租车的公司，今日发布了2026年第二季度股东信，详细介绍截至2026年6月30日季度的运营和财务业绩。公司将于今天太平洋时间下午2点（东部时间下午5点）举办电话会议的现场音频网络直播，讨论结果。

亮点包括：

• 首批eIPP航班预计于9月在德克萨斯州开通，目标是2026年首批乘客。
• FAA型式认证第五阶段也是最后阶段，季度进展最强劲。
• 目前有五架飞机在飞行，另有12架在生产中，随着制造速度的推进。
• 与丰田的合资企业为战略制造联盟和大规模生产奠定了基础。
• Blade表现强劲，第二季度营收达3620万美元，推动2026年全年总收入展望从1.15亿美元提升至1.25亿美元。
• 与由Travis Kalanick创立的工业人工智能与基础设施公司Atoms建立战略合作伙伴关系，致力于在美国发射市场开发多模式交通枢纽。
• 截至2026年6月30日，现金和短期投资为23亿美元。
  
  

在谈及Joby第二季度业绩时，创始人兼首席执行官JoeBen Bevirt表示：“通过认证、合作伙伴关系、基础设施和商业准备度的显著进展，我们正在解锁出行的第三维度，将电动垂直飞行从一项非凡技术变成日常现实，让人们恢复时间，从根本上改变我们的出行方式。”

展望

Joby目前的前景包括持续投资其eVTOL飞机的认证、扩大制造规模，以及推进商业化努力，包括参与白宫支持的eIPP项目。公司将2026年全年总收入展望上调至1.15亿美元至1.25亿美元区间。乔比预计2026年下半年现金、现金等价物和短期投资的使用额将在3.85亿美元至4.15亿美元之间。

2026年第二季度财务业绩网络直播详情：

内容： Joby Aviation 2026年第二季度财务业绩网络直播 时间：2026年8月5日星期三 时间：太平洋时间下午2：00（东部时间下午5：00） 网络直播：公司网站的即将举办活动栏目。

如果无法参加网络直播，请拨打1-877-407-9719或1-201-378-4906收听。赛后，公司官网将提供网络直播的回放。

关于乔比

Joby Aviation， Inc.（纽约证券交易所代码：JOBY）是一家总部位于加利福尼亚的运输公司，致力于开发一款全电动垂直起降空中出租车。Joby计划在全球多个城市运营其快速、安静且便捷的空中出租车服务，并将飞机出售给其他运营商和合作伙伴。想了解更多信息，请访问 www.jobyaviation.com。

前瞻性声明

本新闻稿包含1995年《私人证券诉讼改革法》“安全港”条款下的“前瞻性陈述”，包括但不限于关于我们飞机开发和性能及制造能力增长的陈述，包括计划于2026年交付两架新飞机;我们的监管前景、进展和时间安排，包括2026年首批乘客的目标;我们的商业计划、宗旨、目标、市场机会及对飞机及服务的预期需求;我们的战略合作伙伴关系计划及其潜在收益，包括与Atoms合作开发空中出租车枢纽;eIPP下的预期机会，包括eIPP航班的位置和时间;以及我们当前对业务、财务状况、运营结果、前景、资本需求和业务增长的预期，包括2026年现金和收入指导的使用情况。您可以通过前瞻性陈述不严格关联历史或当前事实来识别。这些陈述可能包括“预期”、“估计”、“预期”、“计划”、“意图”、“相信”、“可能”、“将”、“应该”、“可能”、“可能”等类似含义的词汇，适用于讨论未来运营或财务表现或其他事件的时间或性质。所有前瞻性声明均存在风险和不确定性，可能导致实际结果存在重大差异，包括：我们启动空中出租车服务的能力及城市空中出行市场的整体增长;我们能否在预期的产量和时间线内生产符合性能期望的飞机;需要谈判更多最终协议，争取许可及其他必要批准，以实现我们合作关系的全部预期价值;我们运营的竞争环境;我们未来的资本需求;我们充分保护和执行知识产权的能力;我们有效应对不断变化的飞机法规和标准的能力;关于空中交通管制系统拟议改进时间的不确定性;我们对第三方供应商和服务合作伙伴的依赖;与我们对服务市场规模和未来收入机会的估计相关的不确定性;以及我们于2026年2月27日提交给证券交易委员会（“SEC”）的年度报告中“风险因素”章节中讨论的其他重要因素，以及我们未来提交或提交给SEC的其他文件和报告中。任何此类前瞻性陈述均代表管理层截至本发布日期的估计和信念。虽然我们未来可能选择更新此类前瞻性陈述，但我们否认有此义务，即使后续事件导致我们的观点发生变化。

媒体：克里斯汀·西奥多鲁
·press@jobyaviation.com

投资者：investors@jobyaviation.com

来源:JobyAviation官网