NYSE$JOBY

Joby Aviation Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Joby Aviation reported a higher net loss as investments in certification and manufacturing continued.

Joby Aviation reported a Q4 2024 net loss of $246.3 million, primarily due to increased operating expenses related to aircraft certification and manufacturing. The company ended the quarter with $932.9 million in cash, cash equivalents, and short-term investments, supplemented by public offerings. Joby made significant progress on FAA certification, delivered a second aircraft to the U.S. Air Force, and began construction of its first Dubai vertiport.

  • Net loss widened to $246.3 million, up from $115.1 million in Q4 2023.
  • Operating loss reached $149.9 million, reflecting investments in certification and manufacturing.
  • Cash and short-term investments totaled $932.9 million, aided by public offerings.
  • Significant progress in FAA certification, defense partnerships, and global expansion plans.

Headline financials

Total Revenue

$55K

Previous: $1.03M-94.7%
EPS (adj)

-$0.34

Previous: -$0.17-100.0%
Net Income

-$246M

Previous: -$115M-114.0%
Operating Income

-$150M

Previous: -$816M+81.6%

Revenue & EPS history

Joby Aviation · Revenue · Quarterly

$55K

Q4 2024-94.7%vs Q4 2023
Beat estimate in 5 of 9 quarters(56%)
ActualEstimate

Forward guidance

Joby Aviation expects continued investments in certification, manufacturing, and commercialization, with projected cash use of $500–$540 million in 2025.

Tailwinds

  • Strong cash position of $932.9 million to support future operations.
  • Significant FAA certification progress, with over 50% completion on Joby’s side.
  • Expanded defense partnerships with the U.S. Air Force, including a second aircraft delivery.
  • Global expansion efforts include the first Dubai vertiport under construction.
  • Expected first passenger operations in late 2025 or early 2026.

Headwinds

  • Net loss continues to widen due to high R&D and certification costs.
  • Revenue remains minimal, with only $55,000 generated in Q4 2024.
  • Stock-based compensation and non-cash losses impact profitability.
  • Regulatory approval risks could delay commercial launch timelines.
  • Significant cash burn projected for 2025, between $500M and $540M.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.6%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+1.9%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+28.1%

Q1 2022

Best reaction

-12.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+21.2%+24.0%+9.9%
Q4 2025+4.3%-0.6%-17.5%
Q3 2025-4.4%+9.0%+1.7%
Q1 2025+3.3%+12.0%+26.5%
Q4 2024+0.7%-1.5%-8.8%
Q3 2024+0.0%+22.9%+73.3%
Q2 2024+1.2%-2.5%-7.2%
Q1 2024-11.6%-8.5%-6.9%
Q4 2023-12.1%-11.9%-15.9%
Q3 2023+15.0%+13.1%+24.9%
Q2 2023-5.8%-7.2%-16.2%
Q1 2023+5.4%+8.2%+40.8%
Q4 2022+11.5%+6.8%-8.9%
Q3 2022-6.3%-8.7%-12.7%
Q2 2022+9.9%+2.2%-5.2%
Q1 2022+28.1%+35.3%+19.5%
Q4 2021+7.6%+21.2%-10.6%
Q3 2021-1.5%+1.7%-26.5%
Q2 2021-11.8%-22.1%-17.8%
Q4 2020-5.7%-5.3%-9.9%
Q3 2020+4.7%+2.0%+6.8%

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