Stocklore

Joby Aviation, Inc. (JOBY)

Defense & Aerospace · US stock

What changed in recent filings

  • Institutions — 1 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Joby Aviation, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 5, 2026
    Revenue +257493.3% YoY · EPS $-0.25
    Released after the close: Aug 5 close → Aug 6 close, the stock moved +5.5% · over the same window, market -0.2% · sector +0.7%
  • 26Q1Released May 5, 2026
    EPS $-0.12
    Released after the close: May 5 close → May 6 close, the stock moved +21.2% · over the same window, market +1.4% · sector +2.5%
  • 25Q4Released Feb 25, 2026
    Revenue +55965.5% YoY · EPS $-0.12
    Released after the close: Feb 25 close → Feb 26 close, the stock moved +4.2% · over the same window, market -0.6% · sector +1.7%
  • 25Q3Released Nov 5, 2025
    Revenue +80521.4% YoY · EPS $-0.48
    Released after the close: Nov 5 close → Nov 6 close, the stock moved -4.5% · over the same window, market -1.1% · sector -0.8%

The next earnings release is estimated around Nov 4, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Joby Aviation, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2021 Q3 · 62021 Q4 · 42022 Q1 · 42022 Q2 · 32022 Q3 · 42022 Q4 · 42023 Q1 · 32023 Q2 · 32023 Q3 · 42023 Q4 · 42024 Q1 · 42024 Q2 · 32024 Q3 · 32024 Q4 · 52025 Q1 · 52025 Q2 · 52025 Q3 · 52025 Q4 · 42026 Q1 · 62026 Q2 · 3
21 Q323 Q426 Q2

2021 Q3: 6 → 2026 Q2: 3 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Joby Aviation, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.49% of portfolio · since 2021 Q3
  • ARK Invest0.39% of portfolio · since 2021 Q3
  • Moore Capital Management0.01% of portfolio · since 2024 Q4

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Joby Aviation, Inc. is an air mobility company focused on developing, manufacturing, and commercializing all-electric vertical takeoff and landing aircraft. Joby Aviation, Inc. builds aircraft designed for short-range passenger transport, aiming to support urban air mobility and aerial ridesharing services. Its current business includes aircraft research and development, testing, production, and related engineering services, along with work tied to passenger transportation and government flight services. The company also develops the operational systems and service infrastructure needed to support electric air taxi operations. Joby Aviation, Inc. serves markets in the United States and internationally, including Japan and Europe, and is headquartered in Santa Cruz, California. The company operates within the advanced air mobility sector, where electric aviation is being developed as a new transportation category for commercial and government use.

What is the Defense & Aerospace sector?

Defense, aerospace, and government contracts. Benefits from geopolitical tension.

Joby Aviation, Inc. is classified under the Defense & Aerospace sector. See peers below.

Joby Aviation, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

-755.1%
-66.0%
0.40x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Joby Aviation, Inc. vs Defense & Aerospace sector benchmark

Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
118568.4%vs benchmark 16.6%↑ above
Operating margin
-675.2%vs benchmark 10.1%↓ below
Net margin
-755.1%vs benchmark 8.2%↓ below
ROE
-66.0%vs benchmark 11.9%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Joby Aviation, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

IWMiShares Russell 2000 ETF
0.19%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%

JOBY on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Defense & Aerospace average
See full JOBY analysis →

Peers · Defense & Aerospace

JOBY FAQ

What is Joby Aviation, Inc. (JOBY)?

Joby Aviation, Inc. is an air mobility company focused on developing, manufacturing, and commercializing all-electric vertical takeoff and landing aircraft. Joby Aviation, Inc. builds aircraft designed for short-range passenger transport, aiming to support urban air mobility and aerial ridesharing services. Its current business includes aircraft research and development, testing, production, and related engineering services, along with work tied to passenger transportation and government flight services. The company also develops the operational systems and service infrastructure needed to support electric air taxi operations. Joby Aviation, Inc. serves markets in the United States and internationally, including Japan and Europe, and is headquartered in Santa Cruz, California. The company operates within the advanced air mobility sector, where electric aviation is being developed as a new transportation category for commercial and government use.

What sector is Joby Aviation, Inc. in?

Joby Aviation, Inc. is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.

What are Joby Aviation, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 118568.4%, Operating margin -675.2%, Net margin -755.1%, ROE -66.0%, Debt-to-equity 0.40x. Definitions and interpretation are available on Stocklore.

Where can I analyze Joby Aviation, Inc. (JOBY) stock?

On Stocklore you can see JOBY's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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