Joby Targets Doubling Production: Plans to Manufacture Four Electric Air Taxis Monthly by 2027 Amid Growing Demand

Major Expansion Reflects Surging Demand and Government Support for Advanced Air Mobility

Joby Aviation (NYSE: JOBY) just set an ambitious new bar for the U.S. eVTOL (electric vertical take-off and landing) industry: the company plans to double its manufacturing capacity, targeting production of four aircraft per month by 2027. The ramp-up aims to capitalize on more than $1 billion in potential aircraft and service sales already disclosed, and it comes as federal initiatives accelerate the industry’s commercial debut.

The push comes amid mounting government momentum. Recent policy moves include a Presidential Executive Order for early integration of eVTOLs into U.S. airspace, directing the Department of Transportation and the FAA to jumpstart operations as early as 2026—even before full FAA certification. Such unprecedented support underscores the government’s urgency to develop urban air mobility and reinforces Joby’s strategy to scale quickly.

Strategic Partnership with Toyota Paves the Way for Higher-Volume Manufacturing

Joby’s manufacturing expansion hinges on deepening ties with Toyota Motor Corporation, the world’s largest auto manufacturer. After a $250 million tranche from Toyota earlier this year, the two companies are finalizing a manufacturing alliance to support Joby’s increased output.

Recent facility investments show progress on the ground: Joby completed an expanded factory in Marina, California in July and launched propeller blade production in Ohio in October. Both locations are core to Joby’s goal of supporting round-the-clock, multi-site manufacturing, backed by new hires and procurement of advanced production equipment.

Race for Certification: TIA Testing and Manufacturing Progress Accelerate the Timeline

The race is on for FAA approval. Joby hit a critical milestone last month with power-on testing of its first FAA-conforming aircraft—a prerequisite for Type Inspection Authorization (TIA). All remaining aircraft required for this final FAA certification phase are currently in production, aligning with the aggressive goal to have mature, ready-to-fly eVTOLs in operation by 2026 or sooner.

This combination of regulatory progress and increased production capacity signals a decisive push for Joby’s entry into the urban air mobility market. Below is a summary of the company’s ramp-up timeline and production goals:

What Investors Should Watch: Regulatory Risks and Production Challenges Remain

While Joby’s plans mark a significant step forward, there are hurdles ahead. Success hinges on securing FAA certification, executing a seamless production ramp-up, and converting partnerships into firm, scalable sales. Market size projections for urban air mobility are promising, but competition is heating up—and any regulatory, logistical, or supply chain setback could impact timelines.

As Joby deepens its relationship with Toyota and leans into federal support, its manufacturing ambitions put it among the handful of global players with industrial capacity to scale advanced air mobility. The coming years will test whether that head start can translate into lasting leadership.

Key Takeaway: Joby Is Poised for Expansion but Must Deliver on Execution

Doubling manufacturing to four aircraft per month positions Joby as a frontrunner in eVTOL commercialization, thanks to strategic alliances and federal policy tailwinds. The move could reshape how people think about city-to-city travel, but investors should monitor certification progress, production challenges, and competitive responses closely. Joby’s story is far from over—and the stakes are rising with each new milestone.

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