JetBlue
Runs an East Coast-focused airline with bundled amenities, EvenMore seating and Mint cabins.
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Profile
Sells point-to-point passenger flights across the United States and nearby international leisure markets, adding revenue through premium seating, TrueBlue loyalty partnerships and Paisly travel products. The network is concentrated in East Coast focus cities and operates as a single air-transportation segment.
Operates a predominantly point-to-point passenger airline serving the United States, Caribbean, Latin America, Canada and Europe. The network is built around New York, Boston, Fort Lauderdale, Orlando, San Juan and Los Angeles, with particular weight in East Coast leisure markets.
Sells core fare families alongside the EvenMore premium-economy product and Mint lie-flat service on selected long-haul routes. TrueBlue loyalty, co-branded credit cards and Paisly vacation and non-air travel products add revenue beyond tickets. Included carry-on bags, seatback entertainment and Wi-Fi support a service-led value proposition.
Execution depends on reliable operations in congested Northeast airspace, disciplined aircraft utilization and access to aircraft, engines, fuel and regulated airport slots. Air transportation remains the sole reportable segment and accounts for substantially all operations.
Company facts
Categories
Key statistics
Year to date +4.7% · Average volume (30d) 31.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Seaport Global | Downgrade | Buy | Neutral | ||
| Aug 7, 2026 | Citigroup | Downgrade | Neutral | Sell | ||
| Jul 29, 2026 | BMO Capital | Reiterate | Market Perform | $6.75 | ||
| Jul 28, 2026 | Morgan Stanley | Target | $7 | $8 | ||
| Jul 7, 2026 | Susquehanna | Reiterate | Neutral | $5 | $6 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | −$0.69 | −$0.66 | +4.7% | $2.69B | $2.70B | +0.2% | −4.67% |
| Apr 28, 2026Q1 FY26 | −$0.72 | −$0.87 | −20.8% | $2.24B | $2.24B | 0.0% | −3.20% |
| Jan 27, 2026Q4 FY25 | −$0.45 | −$0.49 | −8.9% | $2.22B | $2.24B | +1.1% | +6.55% |
| Oct 28, 2025Q3 FY25 | −$0.43 | −$0.40 | +8.0% | $2.32B | $2.32B | +0.1% | −1.68% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.14B | $2.36B | $2.32B | $2.24B | $2.24B | $2.70B | |
| Gross profit | $397.0M | $611.0M | $1.05B | $1.01B | $966.0M | $1.42B | |
| Operating income | −$174.0M | $6.0M | −$100.0M | −$100.0M | −$224.0M | −$141.0M | |
| Net income | −$208.0M | −$74.0M | −$143.0M | −$177.0M | −$319.0M | −$247.0M | |
| Diluted EPS | −$0.59 | −$0.20 | −$0.39 | −$0.48 | −$0.87 | −$0.67 | |
| Gross margin | 18.6% | 25.9% | 45.1% | 45.2% | 43.1% | 52.7% | |
| Operating margin | -8.1% | 0.3% | -4.3% | -4.5% | -10.0% | -5.2% |
Fiscal years (4-quarter sums)FY21 $6.04B · FY22 $9.16B · FY23 $9.62B · FY24 $9.28B · FY25 $9.06B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $2.02B · Total debt $9.39B · Total assets $16.37B · Shareholders' equity $1.59B
Dividends
No dividends on record.
Ownership
Shares outstanding 377.31M · Float 337.83M · 89.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 49.46M | 13.11% | 13F | Aug 7, 2026 |
| Galkin Vladimir | 37.20M | 10.00% | 13G | May 6, 2026 |
| Galkin Angelica | 37.20M | 10.00% | 13D | May 5, 2026 |
| Icahn Carl C | 20.66M | 5.48% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 18.28M | 4.85% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 30, 2026 | Carol Ann Clements | officer: Chief Digital & Tech Officer | −2,000 | $5.75 |
| Jul 30, 2026 | Ursula L. Hurley | officer: Chief Financial Officer | −77,253 | $5.76 |
| May 28, 2026 | Vivek Sharma | director | −32,000 | $5.41 |
| May 1, 2026 | Warren Christie | officer: Chief Operating Officer | −2,680 | $4.65 |
| May 4, 2026 | Dawn Southerton | officer: Principal Accounting Officer | −18,193 | $5.00 |
Peers
- Delta Air Lines
Legacy carrier anchoring JFK T4 and BOS with deep premium/transatlantic reach
- American Airlines Group
oneworld legacy with the largest US Caribbean network and deep Northeast reach
- United Airlines
Hub-and-spoke carrier anchored at EWR with the largest US transatlantic network
- Southwest Airlines
Largest US domestic low-cost carrier; dominant at FLL, MCO, TPA, and BOS
- Alaska Air Group
West Coast oneworld carrier with selective transcon and Hawaii overlap
- Frontier Group
Largest US ULCC, operating 166+ Airbus narrowbodies across 100+ airports
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| JetBlue | $4.88 | +1.56% | $1.81B | — | — | 0.2 | +14.5% |
| Delta Air Lines | $80.10 | +0.05% | $52.66B | 13.3 | 9.8 | 0.8 | +18.7% |
| American Airlines Group | $13.69 | +0.37% | $9.03B | — | 10.5 | 0.2 | +16.3% |
| United Airlines | $110.89 | +0.29% | $35.90B | 10.3 | 8.4 | 0.6 | +16.0% |
| Southwest Airlines | $39.88 | +0.62% | $19.39B | 24.3 | 9.5 | 0.6 | +16.4% |
| Alaska Air Group | $42.63 | +0.73% | $4.72B | — | 20.7 | 0.3 | +9.8% |
| Frontier Group | $5.91 | +1.20% | $1.34B | — | 121.5 | 0.3 | +37.7% |
| Median | 13.3 | 10.1 | 0.4 | +16.3% |