Joby Aviation Inc. Common Stock Q2 2026 Earnings Recap

Shares rose 3.3% following Joby Aviation’s report, reflecting investor optimism driven by raised full-year revenue guidance and strong growth in Blade’s core business.

Key Takeaways

• Blade’s seats sold increased by over 50% year-over-year in Q2, marking its best Q2 performance on record.
• Blade’s revenue grew 32% year-over-year in the first half of 2026, prompting Joby to raise full-year revenue guidance.
• Blade’s New York to Hamptons route revenue grew by more than 40% year-over-year, supported by strong demand and route expansion.
• Joby confirmed plans to complete first eIPP flights in Texas next month, advancing toward commercial service and regulatory milestones.
• The company highlighted growing regulatory engagement globally and strategic partnerships, including a new multi-year agreement with Virgin Atlantic and a collaboration with Atoms, an AI infrastructure firm.