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Joby Aviation JOBY Deferred Revenue

Deferred Revenue at other companies

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Beta TechnologiesBETA
$3.91M
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$1.3M+44.4%
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Surf Air MobilitySRFM
$18.59M+12.0%
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JetBlue AirwaysJBLU
$2B+18.9%
AIRO Group Holdings, Inc. logo
AIRO Group Holdings, Inc.AIRO
$16K
AgEagle Aerial Systems logo
AgEagle Aerial SystemsUAVS
$83.28K-62.3%

Other financials

Income statement

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Revenue$24.2M
Operating income-$233.6M-43.1%
Net income-$110.0M-33.4%
EPS (diluted)-$0.12-9.1%

Balance sheet

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Cash & equivalents$875.4M+611%
Total debt$747.7M+2,265%
Total equity$2.0B+128%
Total assets$2.9B+170%

Cash flow

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Operating cash flow-$144.4M-30.2%
CapEx$77.9M+421%
Free cash flow-$222.4M-76.6%

Valuation

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Market cap$8.14B-48.9%
Enterprise value$8.01B-48.7%
P/S104.8×-162,446×

Profitability

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Operating margin-1,017%-508pp
Net margin-1,232.6%-616pp
FCF margin-850.1%-425pp

Returns & leverage

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Return on equity-68%+3.3pp
Debt / equity0.4×+0.3×
Current ratio22.1×+4.3×

Where this comes from

Reported directly by Joby Aviation in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The source filing: Joby Aviation’s 10-Q, filed May 6, 2026.

Filed
May 6, 2026, 4:26 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001819848-26-000324
Line itemMarch 31,2026December 31,2025
EBITDA Earnout liability (Note 4)14,696
Indemnity Holdback liability (Note 4)10,000
Payroll accruals8,0035,227
Contract liabilities under contracts with customers6,9127,003
Retention Earnout liability (Note 4)6,891
ESPP accrual6,5522,062
Short-term finance lease liability3,3382,254
Other accruals and current liabilities7,3394,883

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Joby Aviation's deferred revenue?
Joby Aviation (JOBY) reported deferred revenue of $6.91M in Q1 2026.
How has Joby Aviation's deferred revenue changed year-over-year?
Joby Aviation's deferred revenue increased by 54.1% year-over-year, from $4.49M to $6.91M.
What is the long-term trend for Joby Aviation's deferred revenue?
Over 2 years (2023 to 2025), Joby Aviation's deferred revenue has grown at a 66.2% compound annual growth rate (CAGR), from $2.53M to $7M.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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