JetBlue vykázala ve 2. čtvrtletí 2026 ztrátu 66 centů na akcii, menší než čekaných 70 centů, a tržby 2,7 miliardy USD vzrostly meziročně o 14,5 %. Akcie jsou od poslední výsledkové zprávy asi 12,8 % níže.
It has been about a month since the last earnings report for JetBlue Airways (JBLU - Free Report) . Shares have lost about 12.8% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is JetBlue due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for JetBlue Airways Corporation before we dive into how investors and analysts have reacted as of late.
JBLU Q2 Loss Beat EstimateJetBlue Airways Corporation reported a second-quarter 2026 loss of 66 cents per share, narrower than the Zacks Consensus Estimate of a loss of 70 cents. The result marked a 5.7% earnings surprise, though the loss widened from a year ago.
Operating revenues of $2.7 billion beat the consensus estimate by 0.1% and rose 14.5% year over year. Strong demand and commercial execution lifted revenue per available seat mile, or RASM, 10.9%.
JBLU's Traffic and Pricing Metrics ImprovePassenger revenues increased 14.1% year over year to $2.49 billion, just ahead of our estimate of $2.47 billion. Other revenues climbed 18.6% to $210 million, surpassing our estimate of $188 million. Revenue passengers rose 5.1% and revenue passenger miles advanced 4.1%.
Capacity, measured in available seat miles, increased 3.2%. Load factor (% of seats filled by passengers) improved 0.8 percentage points to 82.7%, matching our estimate, while the average fare rose 8.6% to $237.38. Yield per passenger mile increased 9.6% to 17.53 cents.
JetBlue's Costs Rise on Fuel PressureTotal operating expenses increased 20.8% year over year to $2.84 billion. Aircraft fuel expense surged 80.7% to $911 million as the average fuel cost per gallon climbed 76.3% to $4.23. Salaries, wages and benefits rose 2.7% to $875 million.
Operating expense per available seat mile increased 17% to 16.53 cents. Excluding fuel and other non-airline expenses, unit costs rose 2.4% to 11.12 cents. JBLU posted an operating loss of $141 million, compared with operating income of $6 million a year ago, while operating margin contracted 5.5 percentage points to negative 5.2%.
JBLU Builds Momentum Across Commercial InitiativesPremium RASM increased about 13%, while Main Cabin RASM grew 11%. Loyalty revenues rose 13%, supported by record co-brand account engagement, nearly 40% growth in new premium card acquisitions and a 21% increase in loyalty cash remuneration.
JetBlue also highlighted progress in Fort Lauderdale, where RASM rose 11% despite nearly 40% capacity growth. The carrier is restructuring schedules to improve connectivity and expects to operate more than 150 daily departures from the airport this winter.
JetBlue Advances JetForward ExecutionJetForward generated $470 million of cumulative incremental EBIT through June 2026. The company remains on track to deliver an annual incremental EBIT benefit of $850-$950 million by year-end 2027.
Operational initiatives also produced gains. On-time arrival performance within 14 minutes improved about 1 point, while Net Promoter Score increased 5 points year over year. JetBlue is using digital tools, predictive analytics and improved routing to raise productivity, fuel efficiency and disruption management.
JBLU Maintains Liquidity Amid Heavy ObligationsCash and cash equivalents totaled $1.66 billion at June 30, 2026, down from $1.95 billion at Dec. 31, 2025. Investment securities stood at $512 million. Total debt was $8.48 billion, while stockholders’ equity declined to $1.59 billion from $2.12 billion.
Second-quarter capital expenditures, including predelivery deposits, were $234 million. For the first six months of 2026, capital expenditures and predelivery deposits totaled $375 million, compared with $496 million in the prior-year period.
JetBlue Reestablishes 2026 OutlookFor the third quarter of 2026, JBLU expects capacity growth of 3-6% and RASM growth of 12.5-16.5%. CASM, excluding fuel, is projected to increase 2.5-4.5%, while fuel price per gallon is estimated at $3.49. Capital expenditures are forecasted at about $300 million.
For 2026, capacity is expected to rise 1.5-3.5%, with RASM growth of 10-12.5% and CASM ex-fuel rise of 2-4%. Adjusted operating margin is projected between negative 2% and negative 5%. Interest expense is expected to be about $590 million, with capital expenditures of roughly $850 million.
JBLU Sets a 2028 Earnings TargetJetBlue introduced a target of at least $1 in earnings per share for 2028. The goal assumes continued demand strength and an average jet fuel price of $3 per gallon.
The target is supported by expectations for JetForward to deliver about $1.2 billion in annual incremental EBIT in 2028. BlueFirst, the airline’s new domestic first-class product, is expected to begin sales in fall 2026, with most retrofit work scheduled for completion by year-end 2027.
How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a flat trend in estimates revision.
VGM ScoresAt this time, JetBlue has a poor Growth Score of F, a score with the same score on the momentum front. Charting a somewhat similar path, the stock was allocated a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook JetBlue has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Activist investor Carl Icahn has given up his board representation at JetBlue Airways (JBLU.O) after sharply reducing a stake in the airline that he once called an attractive investment opportunity.
In 2024, JetBlue agreed to appoint two members from Icahn’s firm to its board, Jesse Lynn and Steven Miller, under an agreement that also barred the Icahn group from conducting a proxy contest at the airline’s 2024 annual meeting.
Icahn disclosed a stake of about 10% in the airline in 2024, which had fallen to 3.32% as of August 20, 2026, according to his latest regulatory filing.
JetBlue said Icahn notified the airline the following day that his ownership had fallen below the level required to retain both board representatives, indicating he subsequently reduced the stake further.
Icahn previously said shares of JetBlue were undervalued, saying the airline represented an attractive investment opportunity. He has made a career of taking stakes in companies he views as undervalued and pushing for changes.
JetBlue shares closed at $6.07 on February 12, 2024, when Icahn publicly disclosed a 9.91% stake in the airline. They closed at $4.74 on August 20, when his latest regulatory filing showed the stake had fallen to 3.32%, about 22% below their level when his investment was disclosed.
JetBlue has faced a series of headwinds since 2024, including Pratt & Whitney engine-related aircraft groundings, high costs and the collapse of its proposed merger with Spirit Airlines.
More recently, the Iran war has driven up fuel prices, adding to cost pressures as the carrier works to return to sustained profitability while carrying a heavy debt load.
“We appreciate the constructive partnership with JetBlue over the years as they have reshaped the airline and we look forward to seeing them continue to successfully execute the JetForward strategy," Icahn said in a statement.
JetForward is the carrier's multi-year turnaround plan launched in 2024, to improve earnings by concentrating on profitable routes, expanding higher-margin products and tightening costs as the carrier seeks to return to profitability.
The carrier in July introduced a long-term profit target of at least $1 per share for 2028, adding that despite fuel costs, it remains on track to deliver $850 to $950 million in annual incremental EBIT by the end of next year.
“We appreciate the constructive contributions of Jesse and Steven as we established and began to execute our JetForward strategy,” CEO Joanna Geraghty said in a statement.
Jesse Lynn is general counsel of Icahn Enterprises (IEP.O) and Steven Miller is a portfolio manager of Icahn Capital.
After their departures, the JetBlue board will be comprised of 11 members, 10 of whom are independent.
Akcie JetBlue za tři měsíce vzrostly o 22,2 % díky lepším tržbám a vyšším odhadům zisku. Firma ale dál čeká ztrátu a čelí dražšímu palivu i vysokému dluhu.
Key Takeaways JetBlue shares gained 22.2% in three months as improving revenue trends supported momentum.JetBlue expects 2026 RASM growth of 10-12.5%, while capacity is projected to increase 1.5-3.5%.JBLU faces higher fuel costs, about $8.48 billion in debt and a projected negative 2026 operating margin. JetBlue Airways Corporation (JBLU - Free Report) shares have gained 22.2% in the past three months, putting the durability of the rebound in focus. Better revenue trends and firmer earnings-estimate revisions have improved the near-term setup.
The rally still faces a demanding test. JetBlue remains unprofitable, fuel costs have climbed sharply and leverage is high, leaving further upside dependent on revenue gains translating into a clearer margin recovery.
JBLU’s Three-Month Gain Comes With Better MomentumJBLU’s 12-week price change of 22.2% is backed by a 3.4% gain over the past four weeks. The stock also carries a Momentum Score of A, the strongest of its individual Zacks Style Scores.
The move has occurred while JetBlue’s commercial performance improved. Second-quarter revenue per available seat mile, or RASM, increased 10.9% year over year, while capacity rose 3.2%, showing that unit revenues advanced faster than available seat miles.
JetBlue’s Earnings Revisions Are Moving HigherThe current-fiscal-year earnings estimate increased 7.7% over four weeks and 21.9% over 12 weeks. That direction is relevant because the Zacks Rank is driven by earnings-estimate revisions, giving the recent price momentum a firmer estimate backdrop.
JetBlue also posted a 5.7% earnings surprise in the second quarter. The result was still a loss of 66 cents per share, however, so upward revisions should be viewed as an improvement in expectations rather than proof that profitability has returned.
JBLU’s Revenue Outlook Supports the Bull CaseManagement expects third-quarter RASM to rise 12.5-16.5% year over year on capacity growth of 3-6%. For full-year 2026, JetBlue forecasts RASM growth of 10-12.5% while capacity is expected to increase 1.5-3.5%.
Premium and loyalty demand also matter in the broader airline backdrop. Delta Air Lines (DAL - Free Report) reported 17% growth in second-quarter premium-product ticket revenues, while United Airlines Holdings (UAL - Free Report) reported 14% first-quarter premium revenue growth. JetBlue’s own premium RASM rose about 13% in the second quarter.
JetBlue Still Faces Fuel and Leverage RisksSecond-quarter aircraft fuel expense surged 80.7% year over year to $911 million as the average fuel cost per gallon increased 76.3% to $4.23. Total operating expenses rose 20.8%, contributing to a $141 million operating loss.
Debt and financing costs add another constraint. Total debt was about $8.48 billion at June 30, 2026, while 2026 interest expense is expected to be about $590 million. JetBlue still projects a negative adjusted operating margin of 2-5% for the year.
JBLU’s Mixed Scores Temper the Rally CaseThe rally has better support than it did earlier, but the investment picture remains mixed. Stronger unit-revenue growth, positive estimate revisions and JetForward progress can sustain interest in the shares, while fuel volatility, losses and debt leave little room for execution slippage.
JBLU currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Its Momentum Score of A contrasts with a Value Score of D, Growth Score of F and VGM Score of F. The combination favors patience: momentum is favorable, but the broader Style Score profile does not yet provide the kind of all-around confirmation associated with top-ranked stocks.
JetBlue Airways Corporation (JBLU) Q2 2026 Earnings Call July 28, 2026 10:00 AM EDT
Company Participants
Koosh Patel - Director of Investor Relations
Joanna Geraghty - CEO & Director
Martin St. George - President
Ursula Hurley - Chief Financial Officer
Conference Call Participants
Michael Linenberg - Deutsche Bank AG, Research Division
Jamie Baker - JPMorgan Chase & Co, Research Division
John Godyn - Citigroup Inc., Research Division
Brandon Oglenski - Barclays Bank PLC, Research Division
Duane Pfennigwerth - Evercore ISI Institutional Equities, Research Division
Savanthi Syth - Raymond James & Associates, Inc., Research Division
Catherine O'Brien - Goldman Sachs Group, Inc., Research Division
Ravi Shanker - Morgan Stanley, Research Division
Thomas Fitzgerald - TD Cowen, Research Division
Scott Group - Wolfe Research, LLC
Andrew Didora - BofA Securities, Research Division
Atul Maheswari - UBS Investment Bank, Research Division
Presentation
Operator
Good morning, everyone. My name is Alexandra. I'd like to welcome everyone to the JetBlue Airways Second Quarter 2026 Earnings Conference Call. As a reminder, today's call is being recorded. [Operator Instructions] I would now like to turn the call over to JetBlue's Director of Investor Relations, Koosh Patel. Please go ahead, sir.
Koosh Patel
Director of Investor Relations
Thanks, Alexandra. Good morning, everyone, and thank you for joining us for our second quarter 2026 earnings call. This morning, we issued our earnings release and a presentation that we will reference during this call. All of those documents are available on our website at investor.jetblue.com and on the SEC's website at www.sec.gov.
In New York to discuss our results are Joanna Geraghty, our Chief Executive Officer; Marty St. George, our President; and Ursula Hurley, our Chief Financial Officer. During today's call, we will make forward-looking statements about our outlook, strategy and future performance. These statements are based on our current expectations and are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to our earnings release and
JetBlue vykázala za čtvrtletí výnosy 2,7 miliardy USD, meziročně o 14,5 % více, a EPS -0,66 USD na akcii. Výnosy byly v souladu s odhady, EPS je překonal.
JetBlue Airways (JBLU - Free Report) reported $2.7 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.5%. EPS of -$0.66 for the same period compares to -$0.16 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.7 billion, representing a surprise of +0.07%. The company delivered an EPS surprise of +5.71%, with the consensus EPS estimate being -$0.70.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how JetBlue performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Load factor: 82.7% compared to the 83.6% average estimate based on five analysts.Operating revenue per ASM: 15.71 cents versus the four-analyst average estimate of 15.67 cents.Average fuel cost per gallon, including fuel taxes: $4.23 compared to the $4.27 average estimate based on four analysts.Operating expense per ASM: 16.53 cents compared to the 16.82 cents average estimate based on four analysts.Available seat miles (ASMs): 17.17 billion versus 17.18 billion estimated by four analysts on average.Operating expense per ASM, excluding fuel: 11.12 cents compared to the 11.33 cents average estimate based on four analysts.Passenger revenue per ASM: 14.49 cents compared to the 14.58 cents average estimate based on four analysts.Revenue passenger miles (RPMs): 14.19 billion compared to the 14.4 billion average estimate based on four analysts.Fuel gallons consumed: 215.00 Mgal versus the three-analyst average estimate of 218.77 Mgal.Yield per passenger mile: 17.53 cents versus 17.44 cents estimated by three analysts on average.Operating Revenues- Passenger: $2.49 billion versus the five-analyst average estimate of $2.5 billion. The reported number represents a year-over-year change of +14.1%.Operating Revenues- Other: $210 million versus the five-analyst average estimate of $192.85 million. The reported number represents a year-over-year change of +18.6%.View all Key Company Metrics for JetBlue here>>>
Shares of JetBlue have returned -3.6% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
The Energy Trade Is Bigger Than Oil Prices: 3 Stocks to Buy and 2 to SellJetBlue Airways NASDAQ: JBLU said second-quarter revenue rose 10.9% from a year earlier as demand remained resilient across its network, including premium and main-cabin products, despite higher fares and operational disruptions from thunderstorms, air traffic control staffing constraints and elevated fuel prices.
Chief Executive Officer Joanna Geraghty said the airline’s JetForward turnaround plan continued to produce measurable financial benefits. JetBlue generated $165 million of incremental EBIT from the program in the first half of 2026, bringing cumulative benefits to $470 million. The company reiterated its expectation for at least $310 million of incremental EBIT from JetForward this year.
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Travel Demand Soars Despite Fuel Costs—Are Airline Stocks a Buy?“JetForward is doing exactly what we said it would do,” Geraghty said, adding that the airline expects the initiative to support a return to sustained operating profitability in 2027.
Outlook Restored as Demand Holds Up JetBlue restored its full-year outlook after withdrawing it in the prior quarter amid a rapidly changing external environment. The company now expects a full-year operating margin between negative 2% and negative 5%, with the midpoint implying second-half operating-margin improvement of about 3.5 percentage points from a year earlier.
Work and Play: Investing in the Rise of Bleisure TravelFor the third quarter, JetBlue forecast capacity growth of 3% to 6% year over year and revenue per available seat mile, or RASM, growth of 12.5% to 16.5%. For the full year, it projected capacity growth of 1.5% to 3.5% and RASM growth of 10% to 12.5%.
President Marty St. George said consumer demand remained strong throughout the booking curve, including close-in travel, and that the trend had continued into the third quarter. He said JetBlue did not see material signs that higher fares were reducing demand.
The company said it recovered nearly 50% of higher fuel costs through pricing and capacity actions during the second quarter, above its previous expectation of at least 40%. JetBlue continues to target 100% fuel-cost recapture by early 2027, assuming demand remains strong.
Using the forward fuel curve as of July 10, Chief Financial Officer Ursula Hurley said the airline expected fuel prices of $3.49 per gallon for both the third quarter and full year. JetBlue widened its operating-margin outlook range because of fuel-price volatility.
Fort Lauderdale Expansion Takes Center Stage JetBlue is concentrating its incremental network growth in Fort Lauderdale, where it has moved to expand following Spirit Airlines’ exit from the market. The airline expects to operate more than 150 daily flights from Fort Lauderdale by the end of 2026 or early 2027, representing its largest schedule ever at the airport and its largest Mint presence there.
Fort Lauderdale revenue increased 11% in the second quarter despite capacity growth of nearly 40%, according to St. George. The airline recently introduced a more structured schedule with two southbound and two northbound banks intended to improve connections to the Caribbean and Latin America.
JetBlue said all of its net capacity growth in the second half is expected to come from Fort Lauderdale, while capacity across the rest of the network is expected to decline year over year. The company reduced its fourth-quarter schedule by approximately one point in mid-July as fuel prices rose.
The airline is working with Broward County Aviation Department on additional gate leases, although St. George said international arrivals remain constrained at the airport. JetBlue is also pursuing a return to LaGuardia Airport’s Marine Air Terminal, which executives said would offer lower operating costs than Terminal B.
BlueFirst and Loyalty Initiatives Expected to Build JetBlue plans to begin selling its new domestic first-class product, BlueFirst, this fall. St. George said the first aircraft equipped with BlueFirst may not be monetized, but the airline expects to begin selling the product once a second aircraft enters service. Most retrofit work is expected to be completed by the end of 2027, with the full revenue and margin contribution building in 2028 and beyond.
At full run rate, JetBlue expects BlueFirst to support nearly five points of RASM growth. St. George said the contribution will be minimal in the fourth quarter of 2026 and that a full run rate is more likely in late 2028 or 2029.
The company also reported momentum in loyalty. New card acquisitions rose nearly 40% during the quarter, while loyalty remuneration increased 21%. In South Florida, TrueBlue enrollments grew 44% and co-brand acquisitions more than doubled year over year.
JetBlue said its Blue Sky partnership reached a milestone in May with reciprocal loyalty benefits for elite members. Paisly, the company’s travel-products platform, has begun distributing United’s car-rental products through the Paisly-powered Miles+ travel offering and plans to add hotel offerings later this year.
Costs, Liquidity and Longer-Term Targets Second-quarter CASM excluding fuel increased 2.4% year over year, about 1.5 points better than the midpoint of JetBlue’s guidance. The airline expects third-quarter CASM ex-fuel growth of 2.5% to 4.5% and full-year growth of 2% to 4%.
Hurley cited digital tools, technology modernization and broader use of data science in operations as key sources of cost savings. JetBlue said it expects non-fuel unit-cost growth to moderate in the second half as JetForward savings initiatives take hold.
The company completed a $500 million aircraft-backed financing transaction during the quarter and ended the period with $2.2 billion in cash and investment securities, excluding a $600 million undrawn credit facility. Hurley said the financing carried an average rate of 6.5% and includes a $250 million accordion feature at the same rate.
JetBlue also reached an initial $105 million settlement with Pratt & Whitney covering 2024 and 2025 disruptions. Hurley said 80% of the settlement will reduce operating expense through the end of 2027, while 20% will reduce capital expenditures. About 25% of the settlement is expected to affect 2026, with the remainder affecting 2027.
Looking further ahead, JetBlue expects JetForward to generate $850 million to $950 million of incremental EBIT by the end of 2027 and approximately $1.2 billion annually in 2028 and beyond. The company said it targets at least $1 in earnings per share in 2028, based on continued demand strength and an assumed average jet-fuel price of $3 per gallon.
About JetBlue Airways (NASDAQ:JBLU)JetBlue Airways Corporation is a low-cost scheduled passenger airline headquartered in Long Island City, New York. Since commencing service in 2000, the carrier has built a reputation for combining competitive fares with enhanced onboard amenities, including free in-flight entertainment, complimentary snacks and beverages, and onboard Wi-Fi. JetBlue operates a single fleet type of Airbus A320 family and Embraer 190 aircraft, which supports its focus on efficiency and operational consistency.
The airline's core offerings include economy-class travel and a premium business-class product known as Mint, which features lie-flat seats, curated culinary options and elevated service on select transcontinental and international routes.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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JetBlue Airways (JBLU - Free Report) came out with a quarterly loss of $0.66 per share versus the Zacks Consensus Estimate of a loss of $0.7. This compares to a loss of $0.16 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.71%. A quarter ago, it was expected that this airline would post a loss of $0.72 per share when it actually produced a loss of $0.87, delivering a surprise of -20.83%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
JetBlue, which belongs to the Zacks Transportation - Airline industry, posted revenues of $2.7 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.07%. This compares to year-ago revenues of $2.36 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
JetBlue shares have added about 19.3% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for JetBlue?While JetBlue has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for JetBlue was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.45 on $2.74 billion in revenues for the coming quarter and -$2.39 on $10.31 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Airline is currently in the bottom 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Copa Holdings (CPA - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This holding company for Panama's national airline is expected to post quarterly earnings of $1.88 per share in its upcoming report, which represents a year-over-year change of -47.9%. The consensus EPS estimate for the quarter has been revised 14.4% higher over the last 30 days to the current level.
Copa Holdings' revenues are expected to be $1.07 billion, up 26.5% from the year-ago quarter.
JetBlue přestavuje tarifní nabídku a zavádí tři úrovně v economy: Base, Standard a Flex, i novou domácí first class BlueFirst. V business třídě Mint zůstane jen Standard a Flex.
JetBlue Airways is overhauling its fare options as it gears up to launch its domestic first-class seats and, yes, there is a restrictive basic option at the front of the plane.
Travelers flying on JetBlue will start by choosing how much legroom they want and how premium they want their seat to be.
The airline will have an economy section, or "Main," a section with extra legroom seats that it calls "Even More," which also come with earlier boarding and priority airport screening, and a domestic first class that it's named BlueFirst, which it's slated to debut later this year. From there, customers will have the following options for each class:
Base: This is the lowest price. It includes a carry-on but not seat selection. Tickets are refundable as a travel credit and there is a fee to change or cancel the reservation. Travelers will earn 1 TrueBlue loyalty point per $1 spent.Standard: Seat selection is included, there's no change or cancel fee (though customers will have to pay a difference in fare) and travelers will earn 3 TrueBlue points per $1 spent.Flex: Along with all the options in a standard fare, the perk here is that refunds will go back to the original form of payment.With the new groupings, JetBlue is getting rid of the "Core" fares it sells now and putting economy class options in a "Main" category.
JetBlue's lie-flat Mint business class, which is used on longer-haul flights like cross-country trips and flights to European destinations including Paris, London and Milan, will only have the Standard and Flex option.
JetBlue stopped short of offering a basic lie-flat business option that competitors United Airlines and Delta Air Lines launched this year. Those airlines have made similar moves to break up premium economy by offering different fares even at the front of the cabin. United this month said that on some aircraft it will charge a premium for a blocked middle seat.
JetBlue hasn't yet provided a date for its BlueFirst seats, but the changes come as airlines are racing to capitalize on high demand for pricier seats from consumers seeking extra comfort and perks on board. JetBlue is set to report results on Tuesday.
JetBlue získala od Spirit sloty na letišti LaGuardia pro 12 zpátečních letů, ale transakce ještě čeká na soudní a regulační schválení. Zvažuje také návrat do Marine Air Terminal, kde Spirit dříve působila.
JetBlue Airways has won Spirit Airlines slots at New York's LaGuardia Airport and is looking to move back into the failed budget carrier's old home, a major reshuffling at the congested airport less than three months after the discounter collapsed in the biggest U.S. airline failure in decades.
The slots at the tightly controlled airport are for 12 round-trip flights and are still subject to final court and regulatory approvals, JetBlue said.
Slots and gates are valuable in congested airports like LaGuardia because tight airspace restrictions and crowded airports in a big city like New York cap airline growth.
Carriers have turned to using larger planes that fit more passengers to boost their capacity in some cases because infrastructure is so limited.
JetBlue told staff in a note Monday, which was seen by CNBC, that it's now turning to "evaluating our plans for the slots as we consider opportunities for our network strategy" noting that any expansion won't happen until 2027.
According to the note, JetBlue wants to move to Terminal A, also known as the Marine Air Terminal, an Art Deco facility that Spirit operated out of until it shut down in early May. JetBlue previously operated out of the space before relocating to a newer terminal years ago.
"It's a convenient terminal travelers love," JetBlue said of the Marine Air Terminal.
Read more CNBC airline newsDelta launches ‘basic business’ fares without lounge access, seat selectionRecord heat, crowds drive offseason boom in international travelDelta expects higher airfare to last, bringing 2026 profit goal in reach'Bring 'em on': Delta wants United's crown over the Pacific, tooSpirit's collapse, high fuel prices test limits of summer vacation spendingMeet the pilots flying Spirit Airlines' yellow jets to the desertThe New York-based airline, which is in the midst of a big expansion at Fort Lauderdale-Hollywood International Airport in Florida, last month said it would reduce its staffing footprint at LaGuardia and Newark Liberty International Airport in New Jersey and ramp up service in Fort Lauderdale.
The carrier didn't immediately respond to a request for comment.
Spirit's airport assets are now winding their way through U.S. Bankruptcy Court in New York.
JetBlue a ClarityPay spouštějí první personalizovaný program pay later s 0% APR až na 12 měsíců. Zákazníci budou při platbě přes ClarityPay dál sbírat body TrueBlue.
, /PRNewswire/ -- JetBlue (Nasdaq: JBLU) and ClarityPay, a provider of tailored point-of-sale credit solutions, today announced a first-of-its-kind pay later program that unites embedded financing with an airline's loyalty and personalization strategies. The program launches with an introductory 0% APR on terms up to 12 months* and TrueBlue® points earning available at launch, plus incremental points opportunities on bookings with ClarityPay coming later this year.
What the Program Delivers
JetBlue and ClarityPay launch pay later program that unites embedded financing with the airline's loyalty & personalization strategies. Financing embedded in the journey: Customers preview personalized installment options from 6 weeks to 48 months while shopping. This transforms financing into a planning and conversion tool instead of just another payment method at checkout. Introductory 0% APR on terms up to 12 months: Available to eligible JetBlue customers with transparent terms before commitment. TrueBlue® loyalty integration: Customers who book through JetBlue using ClarityPay will continue to earn TrueBlue points on eligible purchases when a valid TrueBlue number is provided. Later this year, JetBlue and ClarityPay expect to introduce additional TrueBlue integrations, including the ability to earn incremental points when booking with ClarityPay. White-label and cross-sell capabilities: The platform supports JetBlue's branded customer experience end-to-end through data and AI capabilities — offering integrated upgrades, ancillaries, financial products, and loyalty promotions without inserting a third-party brand into the relationship. Embedded credit across flight booking ecosystem: Multi-merchant capabilities extend across JetBlue flights, insurance, and ancillary services, giving customers flexible financing options as they shop within the JetBlue ecosystem. Broader underwriting, more access: ClarityPay's full-spectrum credit approach extends financing access across a wider range of customers than traditional pay-later providers. This ensures more JetBlue customers can benefit from flexible payment options. "We set out to give our customers a best-in-class pay later solution," said Ed Pouthier, Vice President of Loyalty and Personalization, JetBlue. "ClarityPay listened and delivered, tailoring the program to our needs and building a solution that increases value to our customers, grows sales, and expands our loyalty ecosystem."
"JetBlue has one of the most powerful loyalty ecosystems, yet financing has historically lived outside that ecosystem," said Tom Carter, Chief Commercial Officer, ClarityPay. "ClarityPay was built to change that. Together with JetBlue, we are creating loyalty-linked travel financing that gives customers more flexibility while giving airlines greater control over commerce, loyalty, and customer experience."
Learn more about ClarityPay for travel brands at
www.claritypay.com/travel
*The annual percentage rate (APR) represents the total cost of a loan as an annual rate. Introductory offer of 0% up to 12 months expires on 8/15/2026. ClarityPay Program loans may have APRs ranging from 0% to 36%, terms range from 6 weeks to 48 months and eligibility is determined by the program lender based on a variety of factors, including the applicant's credit and state of residence. See full program details at https://www.jetblue.com/promo/claritypay-promo-page.
About JetBlue
JetBlue is New York's Hometown Airline®, and a leading carrier in Boston, Fort Lauderdale-Hollywood, Los Angeles, Orlando, and San Juan. JetBlue carries customers across the U.S., Caribbean, Latin America, Canada, and Europe. For more information and the best fares, visit jetblue.com.
About ClarityPay
ClarityPay provides merchants with tailored point-of-sale credit solutions to drive acquisition and loyalty while giving customers flexible pay-over-time options across the full credit spectrum. ClarityPay offers plans from 6 weeks to 84 months to cover purchases from $50 to $50,000 — while giving merchants more control over customer experience, data, and program branding. Built for omnichannel commerce, ClarityPay integrates via API or major commerce and lending platforms, serving merchants in retail, health and wellness, home improvement, auto repair, travel and services. Learn more at www.claritypay.com.
Media Contact
ClarityPay Communications
[email protected]
www.claritypay.com
JetBlue spustila největší rozšíření v historii na letišti Fort Lauderdale: přidala osm nových linek a plánuje dalších šest, čímž překročí 55 nonstop destinací. Denní odlety jsou meziročně o více než 75 % vyšší.
Key Takeaways JetBlue has launched 8 new Fort Lauderdale routes and plans 6 more, topping 55 nonstop destinations. Daily departures at Fort Lauderdale are up more than 75% y/y and could reach about 150 this winter. JetBlue will add Mint service to San Diego, Los Angeles and San Francisco, expanding premium options. JetBlue Airways (JBLU - Free Report) announced the largest schedule expansion in its history at Fort Lauderdale-Hollywood International Airport (“FLL”), underscoring the carrier’s long-term commitment to South Florida. The airline has launched eight new nonstop routes and plans to add six more in the coming months, expanding its Fort Lauderdale network to more than 55 nonstop destinations. With more than 125 daily departures currently and approximately 150 expected during the winter season, JBLU is positioning FLL as one of its most important growth markets.
The expansion strengthens JetBlue’s competitive position by improving connectivity across the United States, Latin America and the Caribbean. Management noted that daily departures from Fort Lauderdale are up more than 75% from the same period last year, reflecting strong momentum. The new domestic and international destinations should help attract both local travelers and connecting passengers while reinforcing JetBlue’s status as the leading airline at FLL by flights and nonstop destinations.
A key highlight of the announcement is the continued expansion of JetBlue’s premium Mint service. The airline plans to introduce daily Mint flights between Fort Lauderdale and San Diego beginning Nov. 19, along with additional Mint service to Los Angeles and San Francisco this winter. These additions expand JBLU’s premium offerings in South Florida while providing a competitive differentiator, including the only lie-flat service currently available between Fort Lauderdale and San Diego.
Beyond network growth, JetBlue also emphasized its investment in the local community through the JetBlue Foundation, which awarded $130,000 in grants to several South Florida organizations supporting STEM education and youth development. Overall, the announcement reflects a balanced strategy of expanding capacity, enhancing premium travel options and strengthening community ties. If travel demand remains healthy, the Fort Lauderdale expansion could support JetBlue’s revenue growth and further solidify FLL’s position as a key gateway within the airline’s network.
JetBlue’s Share Price PerformanceJBLU’s shares have gained 34.9% over the past year compared with the Transportation - Airline industry’s 25.3% growth.
Image Source: Zacks Investment Research
JBLU’s Zacks RankJBLU currently carries a Zacks Rank of #3 (Hold).
Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and Teekay Tankers Ltd (TNK - Free Report) .
EXPD currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Expeditors has an expected earnings growth rate of 12.3% for 2026. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.
Teekay Tankers Ltd currently sports a Zacks Rank #1.
TNK has an expected earnings growth rate of 98% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.2%.
Akcie American Airlines, United Airlines a JetBlue rostou, protože klesající ceny leteckého paliva zlepšují vyhlídky marží. American Airlines přidává 7 % na 17 dolarů a něco, United 6 % na zhruba 129 dolarů a JetBlue 5 % na 5,78 dolaru.
Airline stocks are flying higher midday Wednesday as falling jet fuel costs spark a broad-based rally across the sector. American Airlines (NASDAQ:AAL | AAL Price Prediction) stock leads the move, with American Airlines shares up 7% to $17 and change in intraday trading. The gain extends an already powerful run for AAL stock.
United Airlines (NASDAQ:UAL) stock is rallying alongside it, with United shares climbing 6% to around $129. JetBlue Airways (NASDAQ:JBLU) stock is also higher, with JBLU shares up 5% to $5.78, a sharp move for a low-priced, more volatile name.
The catalyst is straightforward. Jet fuel is one of the largest line items on any airline income statement, and crude oil benchmarks have been sliding all week.
Falling Fuel Costs Propel the Rally The apparent driver for American Airlines, United Airlines, and JetBlue is declining fuel costs tied to lower oil prices amid easing Middle East tensions. Crude oil benchmarks have hit multi-month lows this week as markets price in a de-escalation in the Iran conflict and smoother oil flows through the Strait of Hormuz. WTI crude oil trades at $70.48 per barrel, down from a recent peak of $112.25 on May 18.
The leverage to airline carriers is significant. American Airlines management flagged more than $4 billion in incremental FY 2026 fuel expense, with Q2 2026 guidance assuming jet fuel near $4 per gallon. United Airlines guided Q2 fuel of around $4.30 per gallon, while JetBlue projected the steepest exposure at $4.13 to $4.28 per gallon.
Any sustained pullback in crude oil flows directly through to operating margins. That math is why American Airlines stock, United Airlines stock, and JetBlue stock are all moving in the same direction today.
Momentum Was Already Building Today’s surge extends a strong recent run. American Airlines stock has gained 25% over the past month, while United Airlines stock has climbed 29% in the same span. JetBlue stock, the smallest and most fuel-stressed of the trio, is up 15% over the past month.
Wall Street’s existing posture varies meaningfully. United Airlines carries an analyst target price of $132.50 with 19 Buy and 5 Strong Buy ratings, the most constructive view of the three. American Airlines has a target of $15.82, while JetBlue’s consensus target sits at $4.91, both below current prices after today’s pop.
The Bull Case Against the Caution The bullish view for American Airlines, United Airlines, and JetBlue is understandable. Lower jet fuel is a direct margin tailwind, and easing geopolitical tension reduces near-term oil-price risk. United Airlines CEO Scott Kirby has noted his company’s “strong financial position and success in winning brand-loyal customers” as cushioning the carrier against fuel swings.
However, oil is famously volatile and can reverse just as fast as it fell. Airline profitability also hinges on travel demand, capacity discipline, and the broader economy, none of which are settled by a single week of crude weakness. JetBlue stock in particular remains down meaningfully over the past five years, a reminder that fuel relief alone doesn’t fix a business model.
Investors can weigh the immediate margin tailwind against the structural differences across the group. American Airlines carries the heaviest debt load, United Airlines has the strongest balance sheet, and JetBlue has the most operating leverage to any fuel move.
What to Watch Next The next data point to watch is whether crude holds at these lower levels into next week. A bounce in oil could quickly drain today’s enthusiasm out of AAL, UAL, and JBLU.
Investors can watch for whether American Airlines, United Airlines, and JetBlue shares close near their intraday highs and whether the sector momentum carries into Thursday’s open. Q2 2026 earnings season, which begins in mid-July, will be the real test of how much of the fuel benefit actually reaches the bottom line.
JetBlue zavře na podzim základny palubního personálu v Newarku a technických operací v Newarku i LaGuardii, aby snížila náklady a posílila Fort Lauderdale. Současně končí sezónní linky Newark–Los Angeles a Newark–Las Vegas.
JetBlue Airways told CNBC on Wednesday that it will close its flight attendant base at Newark Liberty International Airport in New Jersey and tech operations bases there and at LaGuardia Airport in New York this fall as it seeks to reduce costs and beef up service in Fort Lauderdale, Florida, though it noted that no staff will lose their jobs.
JetBlue said it is ending seasonal service between Newark and Los Angeles and Las Vegas. It said staff could bid or transfer to other bases.
"We're operating in a fast-changing landscape where competitors are constantly adding, reducing and shifting flying in response to market conditions," JetBlue President Marty St. George and COO Warren Christie said in a staff note, which was seen by CNBC. "We have to be just as agile, entering markets where we see opportunity and exiting those that no longer support our long-term goals. Standing still while competitors make moves isn't an option."
The airline is already the top carrier at Fort Lauderdale, though it was previously second to Spirit Airlines, the South Florida-based discounter that collapsed on May 2. Competitors have also added service to the region.
JetBlue earlier Wednesday said it would expand daily, cross-country flights with its lie-flat business class, Mint, from Fort Lauderdale, Florida, to San Diego on Nov. 19 and will add more Mint-equipped flights this winter to San Francisco and Los Angeles.
That will include up to eight daily Fort Lauderdale to Los Angeles flights and three a day to San Francisco.
JetBlue has spent years trimming unprofitable routes and cutting costs to return to steady profitability. Its last profitable quarter was two years ago, and the Fort Lauderdale-Hollywood International Airport push is a big part of its strategy, St. George told CNBC earlier this month. The airline is scouting space for a high-end airport lounge there, too, he said.
Mint-equipped planes are lucrative and those seats carry a big premium. A one-way Mint seat from Fort Lauderdale to Los Angeles on Jan. 10 topped $3,000 and went as high as $4,522 while a basic coach ticket on that route was going for as little as $244.
The JetBlue executives told staff Wednesday that they know the Newark reductions raise questions about their plans at LaGuardia Airport, where JetBlue's one-time acquisition target, Spirit, operated out of the Marine Air Terminal until it shut down.
"Any future opportunities that could come from the LGA slot auction process remain uncertain and would take time to develop," they said. "We must make decisions based on the operation we know we will fly, not on potential outcomes that may or may not materialize in the future."
watch now
JetBlue executives have called out the high costs of operating at airports like LaGuardia.
"We are much, much smaller at LaGuardia than we were four years ago because it's a $40 [enplanement fee] airport for us. And the fountain is really pretty, but ... I think people would rather have low fares than a really nice fountain," St. George said at a JPMorgan industry conference in March, referring to the 25-foot-tall water feature in the airport's Terminal B.
The Port Authority of New York and New Jersey, which operates LaGuardia and Newark airports, did not immediately comment.
