Joby Aviation Raises Revenue Outlook as Certification and Manufacturing Momentum Build

Joby Avi­a­tion has raised its full-year 2026 rev­enue guid­ance, cit­ing robust growth at its Blade oper­a­tions and steady advances toward com­mer­cial elec­tric air taxi ser­vice.

In its sec­ond-quar­ter 2026 share­hold­er let­ter released August 5, the com­pa­ny pro­ject­ed total 2026 rev­enue of $115 mil­lion to $125 mil­lion. Blade gen­er­at­ed $36.2 mil­lion in the quar­ter end­ed June 30, help­ing dri­ve com­pa­ny-wide rev­enue to $38.6 mil­lion. Seats sold rose more than 50% year-over-year, mark­ing Blade’s strongest sec­ond quar­ter on record. First-half 2026 Blade rev­enue was up 32% year-over-year.

On many routes, air­craft avail­abil­i­ty rather than pas­sen­ger demand has become the pri­ma­ry con­straint on fur­ther growth.JoeBen Bevirt, founder and CEO, framed the quar­ter as a piv­otal step: “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.”

Joby report­ed its strongest quar­ter­ly progress yet in the fifth and final stage of FAA Type Cer­ti­fi­ca­tion. Five elec­tric air taxis are now fly­ing, includ­ing the first FAA-con­form­ing air­craft. Twelve addi­tion­al air­craft are in var­i­ous stages of pro­duc­tion, with two planned for deliv­ery this year.During the quar­ter the com­pa­ny formed a joint ven­ture with Toy­ota that builds on more than sev­en years of col­lab­o­ra­tion.

Toy­ota teams have worked with Joby on avi­a­tion-lev­el qual­i­ty, fac­to­ry plan­ning and design for man­u­fac­tura­bil­i­ty. The joint ven­ture is designed to sup­port high-vol­ume com­mer­cial pro­duc­tion, cre­ate a more cap­i­tal-effi­cient path to scale, and reduce risk around one of the industry’s largest remain­ing chal­lenges

eIPP Flights Set for September in Texas

Joby expects to begin its first flights under the White House-backed Elec­tric Ver­ti­cal Take­off and Land­ing Inte­gra­tion Pilot Pro­gram (eIPP) next month. As part of the Texas eIPP project, the com­pa­ny plans a week-long cam­paign of pilot­ed ver­ti­cal take­off and land­ing flights across the Dal­las-Fort Worth area. These oper­a­tions are intend­ed to estab­lish routes and pro­ce­dures for future com­mer­cial ser­vice.

The com­pa­ny was select­ed ear­li­er this year as a part­ner in mul­ti­ple suc­cess­ful eIPP appli­ca­tions, open­ing the door to ear­ly oper­a­tions across 11 states. Demon­stra­tion flights in New York and the San Fran­cis­co Bay Area ear­li­er in 2026 helped show­case the required oper­a­tional matu­ri­ty.

Over time, and under exten­sive FAA over­sight, eIPP flights are expect­ed to progress from pilot-only oper­a­tions to those car­ry­ing non-pay­ing pas­sen­gers and even­tu­al­ly pay­ing pas­sen­gers. Joby con­tin­ues to tar­get car­ry­ing its first pas­sen­gers in 2026. The com­pa­ny also plans to demon­strate its Super­pi­lot autonomous flight tech­nol­o­gy, orig­i­nal­ly devel­oped for defense appli­ca­tions, in sev­er­al states as part of the pro­gram.

Blade Growth and Customer Channel Expansion

Near­ly a year after the acqui­si­tion, Blade con­tin­ues to gain momen­tum. The New York air­port ser­vices record­ed the high­est num­ber of new fliers in the quar­ter, while Hamp­tons rev­enue grew more than 40% year-over-year. Joby is lever­ag­ing its rela­tion­ship with Uber to dri­ve addi­tion­al demand and has part­nered with Visa to offer pre­mi­um ben­e­fits to Visa Infi­nite card­hold­ers on Blade’s New York air­port ser­vice.

In July, Joby signed a defin­i­tive mul­ti-year agree­ment mak­ing Vir­gin Atlantic its exclu­sive air­line part­ner in the Unit­ed King­dom. Vir­gin Atlantic will inte­grate Joby’s air taxi ser­vice into its app and web­site, enabling cus­tomers to book con­nec­tions along­side long-haul flights and sup­port­ing infra­struc­ture inte­gra­tion at Lon­don and Man­ches­ter hubs.

Infrastructure Partnerships Take Shape

Joby announced a strate­gic part­ner­ship with Atoms, the indus­tri­al AI and infra­struc­ture com­pa­ny found­ed by Travis Kalan­ick, to devel­op and finance a net­work of mul­ti­modal trans­porta­tion hubs. Ini­tial focus mar­kets include Flori­da, New York and Texas — the same regions where Joby is prepar­ing ear­ly eIPP operations—as well as Cal­i­for­nia.

The hubs will com­bine take­off, land­ing and charg­ing for elec­tric air­craft with charg­ing and depot ser­vices for autonomous ground vehi­cles, aim­ing to share fixed costs and improve oper­at­ing economics.Atoms recent­ly raised $1.7 bil­lion, led by a16z.

Broad­er infra­struc­ture momen­tum is also vis­i­ble: Flori­da has enact­ed leg­is­la­tion allow­ing the state to fund cer­tain ver­ti­port projects at up to 100%, while Orlan­do is advanc­ing a ver­ti­port in the cen­tral ter­mi­nal of one of the country’s busiest air­ports. In Dubai, the sec­ond of four ver­ti­ports being built by Joby’s part­ners is near­ly com­plete, with addi­tion­al progress report­ed in Japan, the wider UAE, Korea and Aus­tralia.

Thomas Sleightholm

Thomas is a con­tent writer for eVTOL Insights, cov­er­ing all aspects of the glob­al Advanced Air Mobil­i­ty ecosys­tem. Got a sto­ry for him? Please send an email to editorial@evtolinsights.com

See Full Bio