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Special Report Made by Toyota: Joby Aviation Targeting 4 Aircraft Per MonthBy Jeffrey Neal Johnson. Article Posted: 2/17/2026. 
Key Takeaways- Toyota has deployed a team of engineers to Joby's facilities to implement the Toyota Production System to improve manufacturing efficiency.
- Joby recently secured capital to fund operations through the certification phase and support the expansion of its production capabilities.
- The company is shifting from a research startup to an industrial manufacturer with a clear path toward commercial passenger flights in the near future.
The stock chart for Joby Aviation (NYSE: JOBY) tells one story, but activity on the factory floor tells a different one. As of mid-February, shares of the electric air taxi pioneer are trading near $9.88. That price reflects a decline of roughly 25% since the start of the year, a drop that has unnerved retail investors watching the company burn cash while they await the launch of commercial flights. A Feb. 17 announcement, however, signals Joby is shifting from research startup toward serious industrial manufacturer in the aerospace sector. While market uncertainty could send some of America's most popular stocks crashing down even further in 2026 …
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To learn their names and ticker symbols for FREE … Click here NOW — before it's too late. Joby revealed updated plans to double its manufacturing capacity, targeting a production rate of four aircraft per month by 2027. While four may sound small to an automotive investor, in aerospace that rate represents a meaningful step forward. The important detail for investors isn't only the target number but how Joby plans to get there. The company is bringing nearly 200 engineers from Toyota (NYSE: TM) into its facilities to oversee the expansion. That shift suggests the primary risk for Joby is less about whether its aircraft will fly and more about whether it can build thousands of them without running out of cash. The Toyota Production System ArrivesFor years, Joby's relationship with Toyota was viewed mainly as a financial lifeline—Toyota has invested nearly $900 million in the startup, providing capital to sustain operations through an expensive R&D phase. The Feb. 17 update reframes the partnership from passive investment to active operational support. The deployment of roughly 200 Toyota engineers to Joby's pilot production line in Marina, California, and to its planned high-volume facility in Dayton, Ohio, represents a substantial transfer of manufacturing know-how. Those engineers will implement the Toyota Production System (TPS). For readers unfamiliar with manufacturing, TPS is widely regarded as the benchmark for efficiency. It emphasizes three core pillars: - Just-in-Time Production: Reducing inventory costs by having parts arrive exactly when needed.
- Jidoka (Automation with a Human Touch): Designing machines that stop automatically when a defect is detected, preventing defective parts from moving down the line.
- Kaizen (Continuous Improvement): A culture where every worker is empowered to suggest improvements that speed up the process.
Applied to aerospace, that approach could become a significant competitive advantage. Traditional aviation manufacturing is often bespoke, slow, and costly. By adopting automotive-grade efficiency, Joby aims to materially lower the unit cost of each aircraft. If Joby can produce four aircraft per month by 2027 with low defect rates, it would create a clearer path to profitability that competitors using standard aerospace methods may struggle to match. That operational moat is hard to quantify on a balance sheet today, but it underpins future earnings potential. The Price of AmbitionBuilding a factory and hiring hundreds of specialized engineers is costly. That reality hit shareholders in late January 2026, when Joby completed a capital raise of about $1 billion through a mix of new stock and convertible bonds. The market reacted negatively, pushing the stock down roughly 17% in a few days. The decline was driven by dilution: issuing new shares reduces existing shareholders' percentage ownership, which often pressures the share price in the short term. Still, in the capital-intensive world of aerospace, cash is oxygen. After the raise, Joby's cash reserves are comfortably above $1 billion. That war chest matters for two reasons: - Burn Rate: The company reported a net loss of about $401 million in the third quarter of 2025. Without the January capital injection, the aggressive manufacturing targets announced this week would be difficult, if not impossible, to pursue.
- Infrastructure: The funds directly support acquisition and tooling for the planned 700,000-square-foot facility in Dayton, Ohio.
Investors must weigh the pain of short-term dilution against the risk of insolvency. The electric vertical take-off and landing (eVTOL) field includes many companies running low on funds; by securing capital now, Joby has extended the runway needed to reach commercial revenue. The drop in share price was effectively the price of admission to remain solvent through the critical 2026–2027 ramp-up. Volatility vs. ViabilityThe road ahead will likely remain volatile. While the 2027 manufacturing targets provide a clear destination, Joby still needs to execute its immediate commercial launch. The company is targeting the start of passenger services in Dubai in 2026, followed by operations in New York and Los Angeles in partnership with Delta Air Lines. Despite the current bearish sentiment and a Reduce consensus rating from some analysts, the average price target sits at $13.21, implying more than 30% upside from current levels ($9.88). That gap indicates Wall Street is cautious about the timeline but recognizes the value of Joby's underlying assets. For investors, the thesis is straightforward: the recent share-price decline is a backward-looking reaction to financing, while the Toyota integration is a forward-looking signal of operational viability. Joby is trading stock volatility for operational stability. If the company can reach four aircraft per month by 2027, today's share price may one day look like a discount on a major industrial player.
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