Joby Aviation Inc 2026年季度报告

FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to ____________Commission File Number: 001-39524_____________________________________________ Joby Aviation, Inc. (Exact Name of Registrant as Specified in its Charter)_____________________________________________ Delaware(State or other jurisdiction ofincorporation or organization)333 Encinal Street,Santa Cruz, CA(Address of principal executive offices) (I.R.S. EmployerIdentification No.) Registrant’s telephone number, including area code: (831) 201-6700_____________________________________________ Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subjectto such filing requirements for the past 90 days. YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule 12b-2 of the Exchange Act.(Check one): Accelerated filerSmaller reporting company Large accelerated filerNon-accelerated filerEmerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). YesNo The registrant had 983,642,852 shares of common stock outstanding as of May4, 2026. Table of Contents Special Note Regarding Forward-Looking Statements PART I. Item 1.Condensed Consolidated Financial Statements (Unaudited)3Condensed Consolidated Balance Sheets (Unaudited)3Condensed Consolidated Statements of Operations (Unaudited)4Condensed Consolidated Statements of Comprehensive Loss (Unaudited)5Condensed Consolidated Statements of Stockholders’ Equity (Unaudited)6Condensed Consolidated Statements of Cash Flows (Unaudited)8Notes to Condensed Consolidated Financial Statements (Unaudited)9Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations29Item 3.Quantitative and Qualitative Disclosures About Market Risk37Item 4.Controls and Procedures37 PART II.OTHER INFORMATION38 Item 1.Legal Proceedings38Item 1A.Risk Factors38Item 2.Unregistered Sales of Equity Securities and Use of Proceeds39Item 3.Defaults Upon Senior Securities39Item 4.Mine Safety Disclosures39Item 5.Other Information39Item 6.Exhibits40Signatures41 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS Statements contained in this Quarterly Report on Form 10-Q which are not historical facts are forward-looking statements within themeaning of Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). Forward-looking statementsinclude, without limitation, statements regarding the future financial position, business strategy and plans and objectives ofmanagement of Joby Aviation, Inc. (the “Company,” “Joby,” “we,” “us” or “our”). These statements constitute projections andforecasts and are not guarantees of performance. Such statements can be identified by the fact that they do not relate strictly tohistorical or current facts. When used in this Quarterly Report, words such as “anticipate,” “believe,” “continue,” “could,” “estimate,”“expect,” “intend,” “may,” “might,” “plan,” “possible,” “potential,” “predict,” “project,” “should,” “strive,” “would” and similarexpressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. These forward-looking statements are based on information available as of the date of this Quarterly Report and current expectations,forecasts and assumptions, and involve a number of judgments, risks and uncertainties. While we believe these expectations, forecasts,assumptions and judgments are reasonable, our forward-looking statements are only predictions and involve known and unknown risksand uncertainties, many of which are beyond our control. Our business, prospects, financia