JBLU · Jetblue Airways Corp
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted operating margin non-GAAP | -5.2% | Three Months Ended June 30, 2026 | — |
| Adjusted pre-tax margin non-GAAP | -10.1% | Three Months Ended June 30, 2026 | — |
| Airbus A220 aircraft | 65 | As of June 30, 2026 | — |
| Airbus A320 aircraft | 129 | As of June 30, 2026 | — |
| Airbus A321 aircraft | 102 | As of June 30, 2026 | — |
| Average fuel price | $4.23 | second quarter of 2026 | — |
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| Basic excluding special items and gain on investments non-GAAP | -$0.66 | Three Months Ended June 30, 2026 | — |
| Capital Expenditures | $850M | Estimated FY 2026 | — |
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| Capital expenditures, including predelivery deposits | $234M | second quarter of 2026 | — |
| Card acquisitions growth | 40% | 2Q26 | — |
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| CASM | 17% | second quarter of 2026 | — |
| CASM ex-Fuel non-GAAP | 2.4% | second quarter of 2026 | — |
| CASM ex-Fuel YOY Growth non-GAAP | 2.4% | 2Q26 | — |
| Cumulative incremental JetForward EBIT | $470M | Through June 2026 | — |
| Diluted excluding special items and gain on investments non-GAAP | -$0.66 | Three Months Ended June 30, 2026 | — |
| Interest Expense | $590M | Estimated FY 2026 | — |
| JetForward Incremental EBIT | $310M | FY2026 | +1.6% |
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| Loss before income taxes excluding special items and gain on investments non-GAAP | -$272M | Three Months Ended June 30, 2026 | — |
| Loyalty cash remuneration | 21% | second quarter of 2026 | — |
| Loyalty remuneration YoY | 21% | 2Q26 | — |
| Loyalty revenue | 13% | second quarter of 2026 | — |
| Main Cabin RASM | 11% | second quarter of 2026 | — |
| Net loss excluding special items and gain on investments non-GAAP | -$247M | Three Months Ended June 30, 2026 | — |
| New premium card acquisitions | 40% | second quarter of 2026 | — |
| Operating fleet (total aircraft) | 296 | As of June 30, 2026 | — |
| Operating income (loss) excluding special items non-GAAP | -$141M | Three Months Ended June 30, 2026 | — |
| Operating revenue per available seat mile (RASM) | 10.9% | second quarter of 2026 | — |
| Premium RASM | 13% | second quarter of 2026 | — |
| RASM YOY Growth | 10.9% | 2Q26 | — |
| System capacity | 3.2% | second quarter of 2026 | — |
| Total operating expenses excluding special items non-GAAP | $2.84B | Three Months Ended June 30, 2026 | — |
| Committed aircraft-backed financing executed | 500M | Q1 2026 | — |
| Loyalty cash remuneration growth | 19% | Q1 2026 | — |
| System capacity change | -1.7% | Q1 2026 | — |
| Average fare | $211.23 | Q4 2025 | — |
| Capacity (Available seat miles (ASMs)) | 15.88B | Q4 2025 | — |
| Load factor | 81.5% | Q4 2025 | — |
| Revenue passengers | 9.72M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Airlines — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JBLU
this stock
Jetblue Airways Corp
|
$1.98B | +7.7% | -2.3% | — | 25.3% |
|
DAL
Delta Air Lines, Inc.
|
$56.36B | +20.0% | +4.0% | 14.2 | 3.9% |
|
UAL
United Airlines Holdings, Inc.
|
$38.53B | +3.5% | +3.2% | 11.1 | 7.2% |
|
RYAAY
Ryanair Holdings PLC
|
$28.83B | -24.1% | — | — | 0.5% |
|
LUV
Southwest Airlines Co
|
$21.21B | +0.2% | +3.7% | 27.4 | 6.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JBLU | -15.2% | -5.0% | -15.5% | -18.7% | +7.7% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -14.8% | -7.9% | -27.1% | -21.7% | -5.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.