JOBYJoby Aviation, Inc.
Aircraft
- Revenue
- $53M
- 39183% YoY
- Operating margin
- -1346.9%
- 100% YoY
- EBITDA
- −$679M
- 21% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $72M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired239% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear3% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $1M | $136K | $53M | 39183% |
| Operating income | −$259M | −$392M | −$472M | −$597M | −$720M | 21% |
| Net income | −$180M | −$258M | −$513M | −$608M | −$930M | 53% |
| Operating cash flow | −$196M | −$236M | −$314M | −$436M | −$510M | 17% |
| Capex | $32M | $55M | $31M | $41M | $54M | 33% |
| Stock-based comp | $27M | $69M | $94M | $104M | $128M | 22% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $5M · 15
- Net
- −$5M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $4M | $4M | 132 | 68 |
| FY2024 | $4M | $4M | 81 | 60 |
| FY2023 | $4M | $5M | 66 | 54 |
| FY2022 | $9M | $5M | 33 | 32 |
| FY2021 | $404K | $404K | 73 | 69 |