Public Employees Retirement System of Ohio bought a new position in shares of JetBlue Airways Corporation (NASDAQ:JBLU – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 249,143 shares of the transportation company’s stock, valued at approximately $1,428,000. Public Employees Retirement System of Ohio owned approximately 0.07% of JetBlue Airways as of its most recent filing with the SEC.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Corient Private Wealth LP purchased a new stake in JetBlue Airways in the second quarter valued at $146,000. Parallax Volatility Advisers L.P. acquired a new stake in shares of JetBlue Airways in the second quarter valued at approximately $90,000. Bank of America Corp DE acquired a new position in shares of JetBlue Airways in the 2nd quarter valued at $20,022,000. Jupiter Topco LLC acquired a new stake in JetBlue Airways during the 2nd quarter worth $200,000. Finally, Hsbc Holdings PLC acquired a new position in JetBlue Airways in the second quarter valued at $4,399,000. Institutional investors and hedge funds own 83.71% of the company’s stock.
Insider Activity at JetBlue Airways In other news, CFO Ursula Hurley sold 77,253 shares of the company’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $5.76, for a total transaction of $444,977.28. Following the completion of the transaction, the chief financial officer owned 211,099 shares of the company’s stock, valued at $1,215,930.24. This represents a 26.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 81,253 shares of company stock worth $465,897. Corporate insiders own 2.41% of the company’s stock.
Wall Street Analyst Weigh In JBLU has been the subject of a number of recent research reports. Wall Street Zen cut JetBlue Airways from a “sell” rating to a “strong sell” rating in a research report on Saturday, August 22nd. Weiss Ratings reissued a “sell (d-)” rating on shares of JetBlue Airways in a research note on Friday, July 17th. Bank of America increased their price objective on JetBlue Airways from $3.50 to $4.00 and gave the stock an “underperform” rating in a research report on Wednesday, July 1st. Seaport Research Partners downgraded shares of JetBlue Airways from a “buy” rating to a “neutral” rating in a report on Monday, August 17th. Finally, The Goldman Sachs Group upped their price target on JetBlue Airways from $3.50 to $4.50 and gave the stock a “sell” rating in a report on Thursday, July 2nd. Six investment analysts have rated the stock with a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Reduce” and a consensus target price of $5.50. View Our Latest Stock Analysis on JBLU
JetBlue Airways Price Performance JetBlue Airways stock opened at $4.63 on Tuesday. The company has a debt-to-equity ratio of 5.04, a current ratio of 0.70 and a quick ratio of 0.63. The stock has a market capitalization of $1.75 billion, a P/E ratio of -1.94 and a beta of 1.70. The firm’s 50-day moving average is $5.46 and its two-hundred day moving average is $5.16. JetBlue Airways Corporation has a 12-month low of $3.87 and a 12-month high of $6.62.
JetBlue Airways (NASDAQ:JBLU – Get Free Report) last released its earnings results on Tuesday, July 28th. The transportation company reported ($0.66) EPS for the quarter, beating the consensus estimate of ($0.69) by $0.03. JetBlue Airways had a negative return on equity of 45.92% and a negative net margin of 9.32%.The firm had revenue of $2.70 billion during the quarter, compared to analyst estimates of $2.69 billion. During the same period in the prior year, the firm posted ($0.21) earnings per share. The business’s quarterly revenue was up 14.5% compared to the same quarter last year. Equities analysts predict that JetBlue Airways Corporation will post -2.33 earnings per share for the current year.
JetBlue Airways Company Profile (Free Report)
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.
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Key Takeaways JetBlue will debut BlueFirst, a new domestic first-class experience, on its first aircraft later this year.BlueFirst adds premium seating, Bluetooth screens, Fly-Fi, charging points, food, beverages and blankets.Customers get Group 1 boarding, two free checked bags, priority services and no cancellation fees. In a bid to widen its popularity in terms of services, JetBlue Airways (JBLU - Free Report) is all set to pamper its customers with its newest domestic first-class experience, BlueFirst.
Building on JetBlue’s JetForward strategy, BlueFirst is set to offer specially designed seating for customers aspiring for extra comfort; advanced seatback technology with seatback ordering, seatback screens complete with Bluetooth connectivity and complimentaryFly-Fi high-speed Internet services and charging points. Apart from the aforesaid services, customers can enjoy additional hospitality in terms of blanket availability on overnight flights and a wide range of food and beverages.
BlueFirst customers are also likely to enjoy Group 1 boarding, overhead bin space, no cancellation fees, two free checked bags and priority baggage delivery, priority check-in and access to a fast-tracked lane to the security checkpoint in more than 30 airports.
Joanna Geraghty, chief executive officer of JetBlue, stated, “Domestic first class has become easy to predict. We think it’s time for a fresh take. Customers are increasingly looking for more premium experiences, and BlueFirst gives them an elevated experience that feels distinctly JetBlue, with thoughtful touches, caring service and great value. It’s another way we’re bringing our JetForward strategy to life and giving customers more reasons to choose JetBlue.”
To ConcludeThe announcement of BlueFirst follows the recent opening of JBLU’s second BlueHouse airport lounge at Boston Logan International Airport Terminal, both being part of JetBlue’s broader JetForward strategy, which includes offering more premium, customer-centric experiences.
These events reflect JBLU’s portfolio expansion of its premium products to attract more customers through its enhanced travel experience and strengthen its network in the airline industry.
We would like to remind investors that JetBlue's persistent focus on investing in premium travel has helped it earn industry recognition in the form of multiple awards. These include ranking #1 in Customer Satisfaction among First/Business Class Passengers in the JD Power 2026 North America Airline Satisfaction Study for the second consecutive year and ranking #1 "Best Airport Lounge" in Newsweek’s Readers’ Choice Awards 2026 for BlueHouse at New York's John F. Kennedy International Airport.
Zacks Rank and Stocks to ConsiderPresently, JetBlue carries a Zacks Rank #3 (Hold).
Investors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and Seanergy Maritime Holdings (SHIP - Free Report) as well.
Expeditors currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
EXPD has an expected earnings growth rate of 28.6% 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 17.15%.
Seanergy Maritime Holdings currently sports a Zacks Rank #1.
SHIP has an expected earnings growth rate of more than 100% 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 38%.
Airlines, cruise lines, and casino stocks all navigated the same peak travel season and came out in completely different places. The reasons why reveal which trade actually has a durable tailwind and which is one bad quarter away from a…
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The travel sector just closed the books on its peak season, and the three industries navigated it very differently. Year to date, casino giant Las Vegas Sands (NYSE:LVS | LVS Price Prediction) stock is down 31.6%, cruise leader Royal Caribbean Cruises (NYSE:RCL) has slipped 4.8%, and shares of Delta Air Lines (NYSE:DAL) have climbed 12.6%. That spread frames the question for investors weighing which travel trade is actually looking up.
Airlines: Delta Air Lines Leads a Bifurcated Industry U.S. airlines spent the summer converting demand into pricing power, but the group is split. Bank of America described Delta and United as entering “a rare airline sweet spot” in a July 4, 2026, note, while smaller and lower-cost carriers continued to struggle with fuel. A Gulf shock and a global jet fuel shortage raised industry costs through the year, and Reuters reported on July 10, 2026, that Delta expects fare gains to hold even as fuel volatility pressures the industry.
Delta Air Lines embodies the strong end of the split. Q2 2026 delivered adjusted EPS of $1.56 versus $1.50 consensus, the fifth consecutive EPS beat, and revenue of $17.67 billion topped a $17.53 billion consensus. Premium revenue rose 17%, loyalty jumped 19%, and American Express remuneration reached $2.40 billion. Fuel costs are the key headwind: quarterly fuel expense hit a record $4.41 billion at $3.93 per gallon, compressing operating margin to 8.8%. Management affirmed full-year adjusted EPS guidance of $6.50 to $7.50 and announced a 15% dividend increase beginning in the September quarter.
CEO Ed Bastian said, “We believe current revenue momentum should remain sustainable even if fuel prices moderate.” The stock has pulled back lately, falling 10.6% over the past month, but the one-year return remains 27.8%.
Cruise Lines: Royal Caribbean Raises the Bar While Peers Cut Cruise demand held up over the summer, yet the industry is internally split. Royal Caribbean lifted its outlook after Q2, while Carnival posted record revenue but cut its profit outlook as higher fuel costs offset record demand. Record demand is genuine; converting it to profit is where the operators diverge.
Royal Caribbean is on the winning side of that split. Q2 2026 produced adjusted EPS of $4.21 versus $3.98 consensus, revenue of $4.832 billion, and a load factor of 110%. The company raised full-year adjusted EPS guidance to $17.73 to $17.87, or roughly 14% growth.
CEO Jason Liberty told investors, “Our book position is in line with prior years at record pricing for both 2026 and 2027.” The catch: adjusted EBITDA margin compressed to 37.9% from 40.8%, and Royal Caribbean faces debt maturities of $0.9 billion in 2026, $2.7 billion in 2027, and $3.4 billion in 2028. Shares are down 18.02% over the past month, giving the raised guidance a cheaper multiple than it had at midsummer.
Casinos and Gaming: Las Vegas Sands Battles Macau Headwinds Casinos had the roughest summer. Seeking Alpha reported on August 1, 2026, that Macau gaming revenue fell, with the World Cup and typhoons cited as drags. Separately, Morgan Stanley on June 23, 2026, advised passing on Macau casino stocks as gross gaming revenue growth stalled. A separate April 7, 2026, report from World Casino News said Macau GGR was expected to beat 2026 forecasts, but the August data point is the most recent. Jefferies downgraded Las Vegas Sands on April 7, 2026, amid its premium mass push in Macau.
Las Vegas Sands illustrates the pressure, with Macau accounting for the bulk of exposure and Marina Bay Sands in Singapore providing ballast. Q2 2026 missed on both lines: adjusted EPS of $0.59 versus $0.76 consensus and revenue of $3.15 billion versus $3.32 billion consensus. Management attributed the shortfall to unusually low rolling chip hold in Macao, which reduced net revenue by roughly $120 million and property EBITDA by $87 million. Underlying volumes were healthier: Sands China mass GGR grew 8% versus a 4% market rate, and rolling volume rose 73% year over year. Marina Bay Sands generated $689 million in EBITDA.
The company’s capital return program is aggressive: the board expanded the buyback authorization to $6.0 billion through July 2029, and Sands repurchased $787 million in Q2 alone. Still, $15.11 billion in total debt and Macau hold volatility have weighed on the stock, which is down 21.9% over the past year. Shares nudged higher on Wednesday, with MarketWatch noting Las Vegas Sands outperformed on a strong trading day on September 2, 2026. CEO Patrick Dumont acknowledged, “unusually low hold in rolling play negatively impacted our reported financial results.”
Verdict on the Travel Trade Among the three travel industries, Delta offers the cleanest setup, with pricing power, a raised dividend, and affirmed guidance offering ballast against fuel risk, and the recent pullback has trimmed the entry price without changing the thesis. Royal Caribbean is a genuine growth story with the summer’s only raised cruise outlook, though margin compression and a heavy debt runway argue for patience on any weakness. Las Vegas Sands is the hardest call. While Marina Bay Sands and volume trends in Macau look constructive, hold volatility and stalling market GGR make this a story that requires patience through choppy quarters and offers limited near-term earnings visibility.
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JetBlue unveiled its new first-class seat. JetBlue Airways JetBlue Airways is doubling down on premium, and its planes are about to look very different.
On Tuesday, the airline officially unveiled the details of its highly anticipated first-class cabin: BlueFirst.
The new cabin, which has Bluetooth connectivity, extra space, and enhanced meals and entertainment, will be equipped on Airbus A220, A320, and A321 aircraft, and service is expected to start "later this year."
JetBlue did not disclose the inaugural route, but said BlueFirst will be available "in all markets where JetBlue flies and is not currently served with Mint [business class]." This will be a departure from its historically all-economy domestic planes and bring JetBlue more in line with mainline competitors like Delta and United.
Complementing its Mint cabin and new airport lounges, BlueFirst is the latest sign of JetBlue's — and the broader airline industry's — laser focus on premium demand.
High-dollar premium cabins have become increasingly important to airlines' bottom lines as travelers continue paying up for better experiences. JetBlue reported a 13% year-over-year increase in premium revenue per available seat mile in the second quarter, outpacing Main Cabin's 11% growth.
JetBlue isn't alone. Delta Air Lines reported a 17% year-over-year increase in premium revenue in Q2, while United's premium revenue rose by about 16%.
This premium shift comes as JetBlue continues to claw back to profitability, having not posted a full-year net profit since the COVID-19 pandemic. It had been counting on now-failed deals with Spirit Airlines and American Airlines to grow, but both ultimately collapsed. It's also dealt with engine-related aircraft groundings and numerous route and city cuts.
Still, JetBlue has carved out a stronghold in Fort Lauderdale after Spirit's collapse, is adding more leisure-focused routes, and is teaming up with United to share customers and expand its reach.
BlueFirst could help JetBlue build on that momentum. Here's a closer look.
BlueFirst resembles traditional domestic first-class.
JetBlue's new BlueFirst. JetBlue Airways The large foam-lined recliners are configured in a 2×2 layout and feature headrests, a 13.3-inch seatback screen, and USB-A, USB-C, and 110VAC charging ports.
The up to 7 inches of extra legroom and up to 5 inches of recline are standard, and passengers on overnight flights also get a blanket and a "snooze kit."
JetBlue CEO Joanna Geraghty said that "premium should feel special, not stuffy," and that BlueFirst will offer new innovative elements: "Domestic first class has become easy to predict. We think it's time for a fresh take."
Passengers can use Bluetooth headphones.
There is also a small center table for more space. JetBlue Airways Passengers can ditch wired headphones for Bluetooth in BlueFirst. More airlines, like United and Spain's Iberia, have also added the feature to their planes.
Flyers can also connect to JetBlue's free WiFi. The airline plans to begin introducing Amazon Leo's faster, low Earth orbit satellite technology on a portion of its fleet in 2027.
The seatback screen will offer "Mixologist Mode."
A JetBlue plane being catered at JFK. JFK JetBlue said the BlueFirst seatback screens have a "Mixologist Mode" that lets customers customize their cocktails. They can choose their spirit, mixer, and flavorings, and the order is sent to the flight attendants.
On flights longer than 899 miles, first-class flyers will be served a bento-style box with an entrée, a side, and a dessert. JetBlue said the choices include sweet-and-savory crepes or sesame noodles with beef or tofu, among others.
Premium snack brands like Sockerbit, Tosi, Wholesome Bakery, Pop Daddy Snacks, and Cape Cod Chips will be available on every flight.
"Traditional first-class food and beverage can feel stuck in the past," Geraghty said. "BlueFirst is our way of refreshing the experience for today's traveler."
First-class flyers get Group 1 boarding and other premium perks.
People boarding in JetBlue's priority lane. Jordan Parker Erb/Business Insider In addition to being among the first to board, BlueFirst ticket holders also get dedicated overhead bin space, priority check-in, and expedited security at over 30 airports.
BlueFirst has a discount option.
JetBlue's new base fare structure also covers Main and EvenMore. JetBlue Airways JetBlue is rolling out three distinctive fare tiers for BlueFirst: "flex," "standard," and "base." Standard and flex both include a seat selection, two free bags, and no change or cancel fees, but flex offers refunds for eligible cancellations rather than travel credit.
Base is the discount option that strips away perks like free seat selection in exchange for a lower price. This "basic first class" strategy is similar to what Delta and United are doing across their cabins to entice more people to book premium cabins.
JetBlue's president, Marty St. George, has said the goal of the new fare structure is to create more choice for customers by letting them "be able to book what's right for them."
First-class passengers won't get lounge access.
The first level of the JetBlue JFK lounge. Taylor Rains/Business Insider As part of its JetForward initiative, JetBlue has opened two "BlueHouse" airport lounges at New York-JFK and Boston.
Mint business-class passengers get free access, but first-class passengers can't enter unless they have another qualifying entry, such as being a Mosaic 4 loyalty member (the highest tier of JetBlue's status ladder) or holding the JetBlue Premier credit card.
The new seat will be equipped on three different plane types.
JetBlue has an all-Airbus fleet. Bill Clark/CQ-Roll Call, Inc via Getty Images JetBlue said its Airbus A220 and A320 aircraft will have 12 BlueFirst seats, while the stretched A321 will have 16. Once the renovations are complete, every JetBlue plane will have a premium section.
"From creating your own cocktail and ordering right from your seatback screen, to a thoughtfully crafted seat that offers responsive comfort, we're making the experience more personal, modern, and fun," Geraghty said.
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NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today unveiled details of BlueFirst™, the airline's new domestic first-class experience. Available for booking this fall, BlueFirst builds on the airline's JetForward strategy by introducing specially designed seating for customers seeking added comfort, advanced seatback technology with seatback ordering, and premium amenities with the caring service and great value that customers have come to love from JetBlue. “Domestic first class has become.
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.
NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today announced that two members of its board of directors, Jesse Lynn and Steven Miller, will be departing the board. The departures, which are effective immediately, are according to the terms of the agreement with Icahn Enterprises L.P. disclosed in 2024, which requires a minimum beneficial ownership of the company's outstanding shares to maintain representation on the board. “We appreciate the constructive contributions of Jesse and Steven a.
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.
Wizz Air (OTCMKTS:WZZZY – Get Free Report) and JetBlue Airways (NASDAQ:JBLU – Get Free Report) are both industrials companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, earnings, valuation, analyst recommendations, institutional ownership and profitability.
Analyst Ratings This is a summary of recent recommendations for Wizz Air and JetBlue Airways, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Wizz Air 2 4 0 0 1.67 JetBlue Airways 6 6 0 0 1.50 JetBlue Airways has a consensus price target of $5.50, suggesting a potential upside of 11.21%. Given JetBlue Airways’ higher probable upside, analysts plainly believe JetBlue Airways is more favorable than Wizz Air.
Profitability This table compares Wizz Air and JetBlue Airways’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Wizz Air N/A N/A N/A JetBlue Airways -9.32% -45.92% -5.41% Institutional & Insider Ownership 83.7% of JetBlue Airways shares are held by institutional investors. 2.4% of JetBlue Airways shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Earnings and Valuation This table compares Wizz Air and JetBlue Airways”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Wizz Air N/A N/A N/A N/A N/A JetBlue Airways $9.50 billion 0.20 -$602.00 million ($2.39) -2.07 Wizz Air has higher earnings, but lower revenue than JetBlue Airways.
About Wizz Air (Get Free Report)
Wizz Air Holdings Plc, together with its subsidiaries, provides passenger air transportation services on scheduled short-haul and medium-haul point-to-point routes in Europe and the Middle East. As of June 08, 2022, it operated a fleet of 154 aircraft that offered services for approximately 1000 routes from 194 airports in 51 countries. The company provides its services under the Wizz Air brand. Wizz Air Holdings Plc was founded in 2003 and is based in Saint Helier, Jersey.
(Get Free Report)
JetBlue Airways Corporation provides air transportation services. The company operates a fleet of Airbus A321, Airbus A220, Airbus A321neo, Airbus A320 Restyled, Airbus A320, Airbus A321 with Mint, Airbus A321neo with Mint, Airbus A321neoLR with Mint, and Embraer E190 aircraft. It also serves 100 destinations across the United States, the Caribbean and Latin America, Canada, and Europe. The company was incorporated in 1998 and is based in Long Island City, New York.
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On Aug. 18, 2026, activist investor Carl Icahn (Trades, Portfolio) reduced the firm's position in JetBlue Airways Corp (JBLU, Financial), selling 8,129,833 shares at a price of $5.04 per share. This transaction represented a portfolio impact of -0.5% for the firm. Following this reduction, Icahn Capital Management retains 12,528,346 shares of JetBlue, which account for 0.77% of the firm's total portfolio and 3.32% of the company's outstanding shares. The sale comes at a time when the airline continues to face significant financial headwinds, with the stock trading at $4.95 as of Aug. 25, 2026, slightly below the transaction price.
Carl Icahn (Trades, Portfolio)'s Activist Investment Strategy Carl Icahn (Trades, Portfolio) is a prominent activist investor known for acquiring significant stakes in public companies and advocating for operational or strategic changes. The firm operates through multiple investment vehicles, including the hedge fund Icahn Partners, American Real Estate Partners, and Icahn Management LP. GuruFocus tracks the portfolio managed by Icahn Capital Management, which covers all stocks owned by the firm. The investment philosophy centers on buying beaten-down, out-of-favor assets, often from bankruptcy, and selling them once they regain market favor. Icahn explains, "The consensus thinking is generally wrong. If you go with a trend, the momentum always falls apart on you. So I buy companies that are not glamorous and usually out of favor. It is even better if the whole industry is out of favor."
The firm's top holdings include Icahn Enterprises LP
IEP -0.59% 59
, CVR Energy Inc
CVI -3.75% 63
, International Flavors & Fragrances Inc
IFF +1.82% 67
, CVR Partners LP
UAN -0.66% 59
, and Centuri Holdings Inc
CTRI -2.67% 37
. With an equity portfolio valued at $8.26 billion, the firm maintains a concentrated approach, focusing primarily on the energy and basic materials sectors. This latest reduction in JetBlue aligns with the firm's strategy of capitalizing on investments when they show signs of recovery or when better opportunities emerge elsewhere.
JetBlue Airways: Company Overview JetBlue Airways Corp is a low-cost airline that offers high-quality service, including assigned seating and in-flight entertainment. The carrier serves approximately 100 destinations across the United States, the Caribbean and Latin America, Canada, and England. The company operates a single segment, Air Transportation Services, with the majority of revenue generated from the Domestic & Canada segment. The fleet includes Airbus A321, A320, A321neo, and Embraer E190 aircraft, positioning the carrier in the competitive low-cost airline market. Since its IPO on April 12, 2002, the stock has declined 55.41%, reflecting the challenging dynamics of the airline industry.
JetBlue currently has a market capitalization of $1.87 billion. The GF Score of 70/100 suggests the stock is likely to have average long-term performance potential. The company's Financial Strength rank is weak at 3/10, with a cash-to-debt ratio of 0.22, indicating limited liquidity relative to debt obligations. The Altman Z score of 0.48 further underscores the financial distress risk, while the Piotroski F-Score of 1 points to poor fundamental health.
Valuation and Financial Health Metrics JetBlue's GF Value stands at $5.16, indicating the stock is fairly valued with a price-to-GF-Value ratio of 0.96. The company is currently unprofitable, as reflected by a PE percentage of 0.00. The Profitability Rank is 4/10, with a return on equity of -43.45% and a return on assets of -5.33%. These metrics highlight the operational challenges the airline faces in generating sustainable profits. Despite these difficulties, the Operating Margin growth is positive at 50.20%, and EBITDA has grown 14.20% over three years, though revenue has declined by 4.00% in the same period.
The Growth Rank of 6/10 reflects mixed signals, with earnings growth over three years at -27.00%. The GF Value Rank of 10/10 suggests the stock is trading near its intrinsic value, while the Momentum Rank of 7/10 indicates relatively better price performance compared to other metrics. The interest coverage ratio is not available, further complicating the assessment of the company's ability to service its debt obligations.
Market Sentiment and Technical Indicators The stock has gained 7.84% year-to-date but has declined 1.79% since the transaction date, reflecting near-term selling pressure. Technical indicators show bearish momentum, with RSI readings of 32.06 (5-day), 34.02 (9-day), and 38.59 (14-day), all below the neutral 50 level. The momentum index over six months is -8.03%, and over 12 months is -2.04%, suggesting sustained negative price trends. These indicators align with the broader challenges facing the airline industry, including rising fuel costs, labor shortages, and competitive pressures from both legacy carriers and other low-cost competitors.
Ownership Context and Transaction Analysis Icahn Capital Management LP is the largest known holder of JetBlue shares among tracked gurus, though the exact percentage is not disclosed. Jefferies Group (Trades, Portfolio) also holds a position in the stock, indicating some institutional interest despite the company's financial struggles. According to GuruFocus's premium guru 13F ownership data, 5 gurus currently hold the stock, with 2 adding and 5 trimming positions in recent quarters. This net trimming activity suggests a cautious stance among notable investors, which may signal a shift in conviction regarding the airline's near-term prospects.
The reduction by Icahn may signal a shift in conviction, particularly given the airline's ongoing losses and weak balance sheet metrics. While the firm retains a significant stake, the decision to trim positions at a price near the current market value could indicate a desire to reallocate capital to more promising opportunities. For value investors, this transaction serves as a reminder of the importance of monitoring insider and guru activity, as well as the fundamental health of the companies in which they invest. The combination of weak financial strength, negative profitability, and bearish technical indicators suggests that JetBlue faces considerable challenges in the near term, despite the positive operating margin growth and EBITDA expansion over the past three years.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
JetBlue (Nasdaq: JBLU) today announced that its second BlueHouse⢠airport lounge will officially open at Boston Logan International Airport (BOS) Terminal C a
BOSTON--(BUSINESS WIRE)--JetBlue (Nasdaq: JBLU) today announced that its second BlueHouse™ airport lounge will officially open at Boston Logan International Airport (BOS) Terminal C at 5 a.m. ET on Thursday, August 27, 2026. With the opening of BlueHouse in JetBlue's second largest focus city, the airline also announced it will expand its lounge access to include departing customers traveling on Mint or Mint Flex fares. As a major element of JetBlue's broader JetForward strategy, which includes.
U.S. Global Investors (NASDAQ:GROW) earlier this week highlighted resilient travel demand, the return of corporate passengers and airline pricing power as factors supporting the outlook for the travel industry and airline stocks.
CEO & CIO Frank Holmes told Proactive that Air Canada (TSX:AC.B) was anticipating a particularly strong fall travel period as corporate travel recovered and demand became less seasonal.
“I think Air Canada said that the fall is shaping up to be one of its strongest travel periods, helped by this resurgence in corporate travel and less seasonality in demand,” Holmes said.
He noted that competition for business-class passengers was intensifying, with American Airlines looking to compete more strongly for corporate travellers. Holmes said United Airlines and Delta had been particularly successful in capturing corporate travel, a segment he described as an important source of high-margin business.
Leisure demand was also providing support. Holmes said roughly one third of global leisure travel spending was occurring in Southern Europe, benefiting luxury goods spending and restaurants. He noted that Americans and Canadians continued to travel to Europe despite the euro being more expensive relative to the US dollar.
The US hotel market was another indicator of travel strength, with Holmes citing CoStar data showing another positive year-over-year comparison for the industry.
For investors, airline valuations and pricing power emerged as key themes. Holmes described Delta as a classic GARP, or “growth at a reasonable price,” stock. He also said airlines had become adept at cutting capacity on weaker routes, helping maintain fares and pricing power.
“It is a serious trend that's very positive for the industry and gives them pricing power,” Holmes said.
Potential catalysts identified during the discussion included continued corporate travel growth, sustained leisure demand and airlines' capacity discipline. Holmes also highlighted oil prices as an important influence on airline share prices, saying airline stocks had shown trepidation when oil moved above its 50-day level and strengthened as oil fell below it.
Holmes argued that airline valuation multiples remained low compared with the S&P 500 and said there could be “much more surprise in the upside” if the favourable travel trends continued.
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.
NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today announced the promotion of Jeffrey Winter to Senior Vice President, Flight Operations, Inflight Experience and Technical Operations, where he will oversee three of the airline's largest operational organizations and join JetBlue's Senior Leadership Team. Winter's appointment is part of an evolution of JetBlue's operations organization that brings Flight Operations, Inflight and Technical Operations under one executive leader. The new struc.
JetBlue Airways Corporation (NASDAQ:JBLU – Get Free Report)’s share price was down 5.9% during mid-day trading on Monday after Citigroup downgraded the stock from a neutral rating to a sell rating. Citigroup now has a $5.30 price target on the stock, down from their previous price target of $6.60. JetBlue Airways traded as low as $5.71 and last traded at $5.7130. 2,375,889 shares were traded during mid-day trading, a decline of 91% from the average session volume of 27,170,203 shares. The stock had previously closed at $6.07.
Several other research firms also recently weighed in on JBLU. Wall Street Zen raised shares of JetBlue Airways from a “strong sell” rating to a “sell” rating in a research note on Saturday, May 23rd. BMO Capital Markets lifted their price objective on JetBlue Airways from $6.00 to $6.75 and gave the stock a “market perform” rating in a report on Wednesday, July 29th. Bank of America increased their target price on JetBlue Airways from $3.50 to $4.00 and gave the company an “underperform” rating in a report on Wednesday, July 1st. The Goldman Sachs Group raised their price target on JetBlue Airways from $3.50 to $4.50 and gave the stock a “sell” rating in a research report on Thursday, July 2nd. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of JetBlue Airways in a research report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Hold rating and six have given a Sell rating to the stock. Based on data from MarketBeat.com, JetBlue Airways presently has an average rating of “Reduce” and an average price target of $5.40.
Check Out Our Latest Stock Analysis on JBLU
Insider Transactions at JetBlue Airways In related news, Director Vivek Sharma sold 32,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $5.41, for a total value of $173,120.00. Following the sale, the director directly owned 35,479 shares of the company’s stock, valued at $191,941.39. This trade represents a 47.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Ursula L. Hurley sold 77,253 shares of the business’s stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $5.76, for a total value of $444,977.28. Following the transaction, the chief financial officer owned 211,099 shares in the company, valued at approximately $1,215,930.24. This represents a 26.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 111,253 shares of company stock worth $629,597 in the last 90 days. Corporate insiders own 2.41% of the company’s stock.
Institutional Investors Weigh In On JetBlue Airways A number of large investors have recently made changes to their positions in JBLU. Rockefeller Capital Management L.P. raised its holdings in shares of JetBlue Airways by 157.3% during the fourth quarter. Rockefeller Capital Management L.P. now owns 5,517 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 3,373 shares in the last quarter. Trust Co. of Vermont purchased a new stake in JetBlue Airways in the second quarter worth $26,000. Caitong International Asset Management Co. Ltd boosted its holdings in JetBlue Airways by 639.1% in the third quarter. Caitong International Asset Management Co. Ltd now owns 5,839 shares of the transportation company’s stock valued at $29,000 after acquiring an additional 5,049 shares in the last quarter. Kestra Advisory Services LLC bought a new stake in JetBlue Airways in the fourth quarter valued at $30,000. Finally, Leonteq Securities AG purchased a new position in JetBlue Airways during the 4th quarter valued at $32,000. 83.71% of the stock is currently owned by institutional investors.
JetBlue Airways Trading Down 7.1% The company has a debt-to-equity ratio of 5.04, a quick ratio of 0.63 and a current ratio of 0.70. The firm has a market capitalization of $2.13 billion, a PE ratio of -2.36 and a beta of 1.74. The stock’s 50-day simple moving average is $5.56 and its 200-day simple moving average is $5.24.
JetBlue Airways (NASDAQ:JBLU – Get Free Report) last posted its earnings results on Tuesday, July 28th. The transportation company reported ($0.66) EPS for the quarter, topping the consensus estimate of ($0.69) by $0.03. JetBlue Airways had a negative net margin of 9.32% and a negative return on equity of 45.92%. The firm had revenue of $2.70 billion during the quarter, compared to analysts’ expectations of $2.69 billion. During the same period last year, the company posted ($0.21) EPS. The company’s quarterly revenue was up 14.5% compared to the same quarter last year. As a group, sell-side analysts expect that JetBlue Airways Corporation will post -2.35 EPS for the current fiscal year.
JetBlue Airways Company Profile (Get Free Report)
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.
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Consumer-voted recognition highlights thoughtful design, elevated amenities and a distinctly New York experience as BlueHouse, JFK named #1 ‘Best Airport Lounge 2026’
NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today proudly announced its BlueHouse lounge at John F. Kennedy International Airport (JFK) has been voted #1 ‘Best Airport Lounge’ in Newsweek’s Readers’ Choice™ Awards 2026, a consumer-voted program recognizing standout travel and hospitality experiences. BlueHouse at JFK is JetBlue’s first ever airport lounge, opened in December 2025.
Located in JFK’s Terminal 5 – JetBlue’s flagship terminal – BlueHouse is a 9,000-square-foot, two-level lounge designed with an NYC apartment-style aesthetic, Art Deco details, curated artwork and playful nods to JetBlue’s history. The space offers fresh bites curated by Union Square Events, barista-made beverages and craft cocktails from New York partners including Joe Coffee, The Greats of Craft and Please Don’t Tell, as well as high-speed Wi-Fi, ample power outlets, open seating, quiet areas and a game room, giving customers space to socialize, work or relax before flying.
“BlueHouse was never meant to feel like just another airport lounge. We designed it to feel more like a home—a place where customers can settle in, enjoy something delicious and start their journey before they even board,” said Stephanie Evans Greene, senior vice president of marketing and brand, JetBlue. “Inspired by the character and charm of New York, BlueHouse delivers a distinctly JetBlue welcome from the moment customers arrive. We’re thrilled that Newsweek readers named BlueHouse JFK the best airport lounge and incredibly proud of the teams and partners who brought that vision to life.”
“Today’s travel experience is being redefined well before boarding—travelers now judge an airline by every hour of the journey, including the time spent on the ground,” said Ryan Kinney, Newsweek’s senior vice president, research, strategy, and revenue. “As JetBlue prepares to expand the BlueHouse experience to Boston, this recognition arrives at an especially meaningful moment. Newsweek’s Readers’ Choice™ Awards reflect the voices of readers who experience these brands firsthand, and in voting BlueHouse at JFK the #1 Best Airport Lounge, our readers delivered a powerful endorsement of JetBlue’s investment in the customer journey.”
The recognition underscores JetBlue’s continued investment in elevating the customer experience, both on the ground and in the air, and comes as JetBlue prepares to open its second BlueHouse location in Boston’s Logan International Airport (BOS) Terminal C, later this summer, further expanding the airline’s lounge offering. Complimentary access to BlueHouse is available to eligible JetBlue TrueBlue® Mosaic 4 members, JetBlue Premier World Elite Mastercard® cardmembers and transatlantic Mint® customers. For more information on BlueHouse, visit: jetblue.com/bluehouse.
The Newsweek Readers’ Choice™ Awards recognize standout businesses, brands, and services across a wide range of consumer categories. Winners are determined through a public voting process in which readers select the companies and organizations they believe deliver exceptional quality, value, and customer experience.
The 2026 program highlights leading companies across numerous industries, including the Travel category, where BlueHouse at JFK was recognized as #1 Best Airport Lounge.
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 to more than 100 destinations throughout the United States, Latin America, the Caribbean, Canada, and Europe. For more information and the best fares, visit jetblue.com.
About Newsweek
Newsweek is the global digital news organization built around the iconic 93-year-old American magazine. Newsweek reaches 100 million people monthly with its thought-provoking news, opinion, images, graphics, and video delivered across a dozen print and digital platforms. Headquartered in New York City, Newsweek also publishes international editions in EMEA and Asia. For more information, visit www.newsweek.com.
Key Takeaways JetBlue's Q2 loss beat estimates as revenues rose 14.5% and RASM increased 10.9%. Fuel expense surged 80.7%, driving a $141 million operating loss and negative 5.2% margin. JetForward delivered $470 million in incremental EBIT, supporting JetBlue's 2028 EPS target. JetBlue Airways Corporation (JBLU - Free Report) 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.
JBLU currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Q2 Performance of Other Airline CompaniesDelta Air Lines (DAL - Free Report) reported second-quarter 2026 earnings (excluding 88 cents from non-recurring items) of $1.56 per share, beating the Zacks Consensus Estimate of $1.51. Earnings declined in double digits (% wise) from a year ago as sharply higher fuel costs pressured profitability.
Revenues rose on a year-over-year basis to $17.67 billion but missed the consensus estimate of $17.76 billion. Broad demand strength lifted adjusted total revenue per available seat mile (“TRASM”) by 12.4%, while premium and diversified revenue streams continued to expand.
United Airlines (UAL - Free Report) reported second-quarter 2026 adjusted earnings of $1.99 per share, down 48.6% year over year but above the Zacks Consensus Estimate of $1.92 by 3.7%.
Operating revenues rose 16% to $17.67 billion and were essentially in line with the $17.68-billion consensus mark. A 12.1% increase in TRASM and broad-based gains across premium, loyalty and cargo revenues supported the top line despite sharply higher fuel costs.
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
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Shares of JetBlue Airways (NASDAQ:JBLU) are up 9% to $5.94 in Tuesday midday trading after the carrier posted a Q2 2026 adjusted-EPS beat, reinstated its full-year outlook, and introduced a long-term 2028 profit target of at least $1 per share. The move is lifting the broader airline group even as JetBlue’s headline GAAP loss actually widened.
JetBlue stock is now up 33% year to date (YTD) after Tuesday’s pop, and the read-through to industry demand is what’s bidding up peers. None of the other carriers had clear, company-specific catalysts Tuesday.
This is a turnaround-optimism rally powered by adjusted metrics and forward targets while GAAP profitability remains out of reach. Fuel costs still surged, and JetBlue’s full-year operating margin is still guided negative.
Earnings Beat and 2028 Target Fuel the Rally JetBlue’s Q2 revenue rose 14.5% year over year (YoY) to $2.7 billion, in line with the $2.69 billion consensus, with unit revenue (RASM) up 10.9%. Its adjusted loss of $0.66 per share beat the $0.6828 loss expected.
JetBlue recaptured 50% of higher fuel costs in Q2, ahead of the 30% to 40% pace that had been expected, with full recapture expected by early 2027. The airline reinstated full-year 2026 guidance calling for RASM growth of 10% to 12.5%, an adjusted operating margin of -2% to -5%, and a full-year 2026 jet fuel price of about $3.49 per gallon.
CEO Joanna Geraghty stated that the company is “introducing a long-term financial target of at least $1 in earnings per share for 2028” as JetBlue continues its path toward sustained profitability. Its JetForward turnaround program has already generated $470 million of cumulative incremental EBIT and is targeted at $1.2 billion by 2028.
Peers Ride the Sympathy Wave Delta Air Lines (NYSE:DAL | DAL Price Prediction) shares are up 3% to $88.80, and United Airlines (NASDAQ:UAL) shares are up 2% to $123.22, both moving on JetBlue’s demand read. Neither carrier reported news of its own Tuesday.
Southwest Airlines (NYSE:LUV) shares are up 2% to $46.06, and American Airlines Group (NASDAQ:AAL) shares are trading up 1% to $15.11. The move fits the pattern where a single carrier’s unit-revenue beat can pull the whole tape higher.
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Shares of the U.S. Global Jets ETF (NYSEARCA:JETS) are up 3% to $31.80. The JETS ETF is a concentrated, single-sector airline product, so it can provide substantial gains on days like this and may also bring drawdowns when fuel costs spike or travel demand softens.
The Bull and Bear Cases The bull case on JetBlue leans on the revenue beat, the 10.9% RASM gain, faster-than-expected fuel recapture, JetForward execution, and the credibility of the 2028 EPS target. Premium RASM climbed 13%, loyalty revenue grew 13% YoY, and Fort Lauderdale unit revenue rose 11% despite 40% capacity growth in the market.
The turnaround narrative has a track record behind it, too. JetForward delivered $305 million of incremental EBIT in 2025, above its $290 million target, and is guided to at least $310 million more in 2026. That gives the 2028 goal some execution credibility as JetBlue scales BlueFirst domestic first class, its Boston BlueHouse lounge, and the Blue Sky partnership with United Airlines.
The bear case is real, though. JetBlue’s GAAP net loss widened to $247 million from $74 million a year ago as average fuel cost surged 81% to $4.23 per gallon, and full-year operating margin is still guided negative. Investors should consider keeping their position sizes modest given the execution risk on a long-dated 2028 goal and JetBlue stock’s beta of 1.73.
What to Watch Next Market watchers can watch for whether JetBlue stock holds above the prior $5.56 average analyst target after Tuesday’s rally and whether Q3 2026 RASM guidance of 12.5% to 16.5% is corroborated by peer commentary. Traders can also monitor WTI crude oil at $79.04 per barrel, since jet fuel remains the single biggest swing factor for JetBlue’s 2026 margin path.
JetBlue’s Q2 delivered enough good news to power a double-digit rally and pull peers Delta, United, Southwest, and American with it, though the story remains a slow turnaround rather than a clean profit inflection. The next checkpoints come from other airline earnings reports and any move in the crude complex.
For investors seeking exposure through the U.S. Global Jets ETF, the same concentration note applies to their portfolios. After all, airline stocks tend to move together on fuel and demand headlines.
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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 recorded a bigger loss in the second quarter stemming from higher jet fuel prices, though it blunted about half of that damage with higher fares and strong customer demand.
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.
NEW YORK--(BUSINESS WIRE)--JetBlue Airways Corporation (NASDAQ: JBLU) today reported its financial results for the second quarter of 2026. “Two years into JetForward, we're encouraged by the progress we're making and the results we're driving across the business,” said Joanna Geraghty, JetBlue's chief executive officer. “Our second quarter performance reflects the strength of our JetForward strategy and the focused execution of our crewmembers, as strong customer demand and our decisive actions.
JetBlue (NASDAQ: JBLU) today announced a simpler, more intuitive way for customers to shop for flights, making it easier to compare available onboard experience
NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today announced a simpler, more intuitive way for customers to shop for flights, making it easier to compare available onboard experiences and select a fare option that aligns with the customer's preferences. Rolling out in the coming days, customers will first choose from one of the airline's four onboard experiences, Main, EvenMore®, BlueFirst™ or Mint®, which define their seating area, onboard amenities and service. Customers then will select.
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 is planning discounted "Base" fares for its coming first-class cabin, which is expected to launch later this year. Thomas Pallini/Business Insider The airline "basic premium" trend is spreading.
JetBlue Airways announced on Monday that it is unbundling its coming first-class cabin with a new fare dubbed "BlueFirst Base" that strips perks like seat selection in exchange for a lower price.
The new fare will roll out "in the coming days" as JetBlue prepares to launch its new "BlueFirst" experience later this year on all of its planes that don't have Mint business class.
That means long routes currently flying in an all-economy setup, like New York to Seattle and Boston to Portland, will get a first-class section — bringing JetBlue's cabin lineup closer to that of its largest US competitors.
The strategy mirrors moves from United Airlines and Delta Air Lines, which both recently announced similar discounted premium fare structures as airlines look to capture growing demand for premium travel.
It's unclear how much cheaper the BlueFirst Base option will be, but fares will likely fall between JetBlue's premium-economy offering, "EvenMore," and Mint — its highest-end cabin with lie-flat beds on select long-haul international and transcontinental routes.
Looking at JetBlue flights for Boston to Los Angeles in August, an economy ticket is between about $300 and $500. EvenMore with extra legroom is about $900, and Mint is about $1,700.
JetBlue's new Base fare strategy will also extend to EvenMore and regular coach, the latter of which is being renamed from "Core" to "Main." JetBlue said Base won't apply to Mint.
JetBlue has not yet revealed what the new first-class seat will look like, but it's expected to resemble the recliners and amenities typically found in domestic first class. Courtesy of JetBlue This differs from United and Delta's international "basic business class" fares, which strip perks like lounge access, seat selection, baggage allowances, and flexibility. JetBlue did not say why Mint is excluded from Base.
Beyond Base, JetBlue said each of its four seat options will also include a "Standard" and a "Flex" fare, both of which include seat selection, but the latter offers refunds for eligible cancellations instead of a travel credit.
JetBlue's president, Marty St. George, said the goal of the new fare structure is for customers to "be able to book what's right for them" — essentially giving them more choice and flexibility.
In its first-quarter earnings, JetBlue said premium cabins are outperforming economy seats, with revenue growth about nine percentage points higher year over year.
Some industry analysts, however, warn that basic first and business fares could eventually erode the traditional premium cabin without making travel cheaper in the long run.
Henry Harteveldt, president of Atmosphere Research Group, previously told Business Insider that airlines may keep lower-tier premium fares near current levels while steadily raising prices for fully flexible tickets.
Though he said corporate travelers who value the seat and rest benefits of business class over extra perks could welcome the cheaper options.
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JetBlue (JBLU) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Shares of JetBlue Airways (JBLU - Free Report) have been struggling lately and have lost 11.5% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.
The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street analysts in raising earnings estimates for this airline enhances its prospects of a trend reversal.
What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Makes the Trend Reversal More Likely for JBLUAn upward trend in earnings estimate revisions that JBLU has been witnessing lately can certainly be considered a bullish indicator on the fundamental side. That's because empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
Over the last 30 days, the consensus EPS estimate for the current year has increased 10.3%. What it means is that the sell-side analysts covering JBLU are majorly in agreement that the company will report better earnings than they predicted earlier.
If this is not enough, you should note that JBLU currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, the Zacks Rank has proven to be an excellent timing indicator, helping investors identify precisely when a company's prospects are beginning to improve. So, for the shares of JetBlue, a Zacks Rank of 2 is a more conclusive fundamental indication of a potential turnaround.
Wall Street expects a year-over-year decline in earnings on higher revenues when JetBlue Airways (JBLU - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 28, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis airline is expected to post quarterly loss of $0.70 per share in its upcoming report, which represents a year-over-year change of -337.5%.
Revenues are expected to be $2.7 billion, up 14.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 26.4% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for JetBlue?For JetBlue, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination makes it difficult to conclusively predict that JetBlue will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that JetBlue 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 beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
JetBlue doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAmong the stocks in the Zacks Transportation - Airline industry, SkyWest (SKYW - Free Report) , is soon expected to post earnings of $2.7 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -7.2%. This quarter's revenue is expected to be $1.11 billion, up 6.8% from the year-ago quarter.
The consensus EPS estimate for SkyWest has been revised 0.5% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -5.56%.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that SkyWest will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
JetBlue has won Spirit Airlines’ coveted takeoff and landing slots at New York’s LaGuardia Airport – and plans to move into the failed carrier’s old home as airlines fight for space at crowded terminals, according to a report.
In a note to staffers Monday, as reported by CNBC, JetBlue announced it is “evaluating our plans for the slots as we consider opportunities for our network strategy,” noting that any expansion would not take place until 2027.
The New York-based airline also said it wants to move back to Terminal A, where Spirit had operated until it shut down in May and where JetBlue was previously based – calling it “a convenient terminal travelers love.”
JetBlue has won Spirit Airlines’ coveted takeoff and landing slots at New York’s LaGuardia Airport. eqroy – stock.adobe.com It comes less than three months after Spirit was forced to cease operations after it failed to secure a $500 million bailout from the Trump administration, following the carrier’s second bankruptcy filing in under two years.
JetBlue did not immediately respond to The Post’s request for comment.
Though the 12 roundtrip slots are still subject to final court and regulatory approvals, it would mark a major expansion for JetBlue at a packed airport known for tight airspace restrictions and huge crowds.
Airlines have been struggling to pack in more passengers as they face strict airport guidelines, with many turning to larger aircraft to boost their capacity and revenue.
JetBlue previously operated out of Terminal A, an Art Deco facility known as the Marine Air Terminal, before relocating to a newer terminal years ago.
The airline last month announced it would close its flight attendant base at Newark Liberty International Airport and its tech operations bases at Newark and LaGuardia to cut costs as it undertakes a major expansion at Fort Lauderdale-Hollywood International Airport in Florida.
Spirit was forced to cease operations in May after it failed to secure a $500 million bailout from the Trump administration. REUTERS Meanwhile, Spirit’s assets are currently winding their way through US Bankruptcy Court in New York after the airline abruptly shuttered operations in May – leaving many travelers stranded.
The embattled discount airline – known for its neon yellow Airbus fleet and ultra-low fares – had been operating at massive losses, losing $1.61 for every $1 it took in, according to its March operations report.
Like many other airlines, Spirit had also been struggling to contend with surging jet fuel prices as the Iran war fueled the worst-ever energy supply disruption in history.
The feisty upstart competed against major carriers for 34 years, growing into the nation’s eighth-largest airline, employing more than 17,000 staffers and operating hundreds of daily flights.
As the conflict in the Middle East intensifies, Americans living and traveling abroad are being asked to exercise increased caution.
The U.S. State Department issued a “worldwide caution” travel advisory on July 18, 2026. “Due to heightened tensions in the Middle East, the security environment remains complex with the potential for unforeseen escalation,” the advisory read.
“The Department of State advises Americans worldwide, and especially in the Middle East, to exercise increased caution,” it continued. “Americans abroad should follow the guidance in security alerts issued by the nearest U.S. embassy or consulate.”
The agency said that U.S. diplomatic facilities, including those outside the Middle East, have been targeted. It warned that other U.S. interests and Americans worldwide may be targeted by groups supportive of Iran.
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Americans should monitor the news for breaking developments. The agency also noted that flight cancellations and airspace closures could cause travel disruptions.
Americans traveling abroad can enroll in the Smart Traveler Enrollment Program (STEP) to receive updates about health, weather, safety, and security. This will also enable the State Department to quickly contact you in case of emergency.
The majority of travel advisories are country-specific Worldwide caution travel advisories are relatively rare. They are issued when elevated international tensions put Americans in multiple regions at risk.
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.
Key Takeaways JetBlue now offers eligible travelers financing on its website and mobile app. A 0% APR offer for up to 12 months may attract price-conscious customers and higher-value trips. ClarityPay users earn TrueBlue points, with deeper loyalty integrations planned later this year. JetBlue Airways Corporation’s (JBLU - Free Report) partnership with ClarityPay marks another step in the carrier’s efforts to enhance the customer booking experience by offering greater payment flexibility. By allowing eligible customers to finance travel purchases directly on JBLU’s website and mobile app, the airline lowers the upfront financial burden of booking trips, which could encourage demand, particularly for higher-value itineraries and discretionary leisure travel.
The introductory 0% APR offer for financing terms of up to 12 months is likely to attract price-conscious travelers and may help JetBlue drive more direct bookings. Direct bookings are strategically important because they reduce reliance on third-party travel agencies, lower distribution costs and enable the airline to maintain stronger customer relationships while retaining valuable booking data.
The partnership also complements JBLU’s loyalty strategy. Customers using ClarityPay will continue to earn TrueBlue points on eligible purchases, and the company plans to introduce deeper loyalty integrations later this year. These enhancements could strengthen customer engagement, encourage repeat travel and improve the overall value proposition of the TrueBlue program.
Overall, the initiative aligns with JetBlue’s broader focus on personalization and digital innovation. By combining flexible financing with loyalty rewards, the airline is expanding the range of payment choices available to customers while creating opportunities to boost direct sales, customer retention and long-term revenue growth.
JetBlue’s Share Price PerformanceJBLU’s shares have gained 24.3% over the past year compared with the Transportation - Airline industry’s 18% growth.
Image Source: Zacks Investment Research
JBLU’s Zacks RankJBLU currently carries a Zacks Rank #2 (Buy).
Other Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Teekay Tankers Ltd (TNK - Free Report) and Expeditors International of Washington, Inc. (EXPD - Free Report) as well.
Teekay Tankers currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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%.
Expeditors currently carries a Zacks Rank #2.
EXPD has an expected earnings growth rate of 12.8% 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%.
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.
Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase, investors find themselves invested in shares that have limited to no upside or even a downside. So, betting on a stock just by looking at the traditional momentum parameters could be risky at times.
It could be safer to invest in bargain stocks that have been witnessing price momentum recently. While the Zacks Momentum Style Score (part of the Zacks Style Scores system), which pays close attention to trends in a stock's price or earnings, is pretty useful in identifying great momentum stocks, our 'Fast-Paced Momentum at a Bargain' screen comes handy in spotting fast-moving stocks that are still attractively priced.
There are several stocks that currently pass through the screen and JetBlue Airways (JBLU - Free Report) is one of them. Here are the key reasons why this stock is a great candidate.
A dash of recent price momentum reflects growing interest of investors in a stock. With a four-week price change of 9%, the stock of this airline is certainly well-positioned in this regard.
While any stock can see a spike in price for a short period, it takes a real momentum player to deliver positive returns for a longer time frame. JBLU meets this criterion too, as the stock gained 10% over the past 12 weeks.
Moreover, the momentum for JBLU is fast paced, as the stock currently has a beta of 1.73. This indicates that the stock moves 73% higher than the market in either direction.
Given this price performance, it is no surprise that JBLU has a Momentum Score of A, which indicates that this is the right time to enter the stock to take advantage of the momentum with the highest probability of success.
In addition to a favorable Momentum Score, an upward trend in earnings estimate revisions has helped JBLU earn a Zacks Rank #2 (Buy). Our research shows that the momentum-effect is quite strong among Zacks Rank #1 and #2 stocks. That's because as covering analysts raise their earnings estimates for a stock, more and more investors take an interest in it, helping its price race to keep up. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Most importantly, despite possessing fast-paced momentum features, JBLU is trading at a reasonable valuation. In terms of Price-to-Sales ratio, which is considered as one of the best valuation metrics, the stock looks quite cheap now. JBLU is currently trading at 0.23 times its sales. In other words, investors need to pay only 23 cents for each dollar of sales.
So, JBLU appears to have plenty of room to run, and that too at a fast pace.
In addition to JBLU, there are several other stocks that currently pass through our 'Fast-Paced Momentum at a Bargain' screen. You may consider investing in them and start looking for the newest stocks that fit these criteria.
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Live Coverage Updates appear automatically as they are published.
Live Updates 5 minutes ago
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That wraps up our initial coverage of UAL’s Q2 results. Thank you for stopping by!
Check out management’s earnings call at 10:30 AM EST tomorrow, July 16, for more updates.
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Shares slipped roughly 4% after hours despite United Airlines (NASDAQ:UAL | UAL Price Prediction) beating on both lines: adjusted EPS of $1.99 versus $1.8498 expected and revenue of $17.67 billion.
The reaction fits UAL’s post-beat pattern. Following Q1 2026’s 8.93% beat, shares still fell -5.58%. Q3 2025’s beat produced a -5.63% drop. The average day-of move on beats sits at -1.8%.
The market is fixating on the Q3 and FY 2026 EPS guidance coming in below analyst expectations, net income falling -17.27%, and free cash flow collapsing -65.38%. With shares up 35.32% over the past year, the market may have already priced in a big beat.
33 minutes ago
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United’s 16% second-quarter revenue growth was driven by several of its highest-value businesses expanding at double-digit rates.
Premium revenue increased 16% year over year, while Basic Economy and loyalty revenue each grew 11%. Cargo delivered the strongest increase at 23%, and contracted business revenue climbed 27% as corporate travel remained resilient.
Operational performance also improved. United posted its best second-quarter systemwide on-time departure rate since 2021, while Newark delivered its best-ever Q2 result.
Starlink is now installed on 450 aircraft, including United’s first widebody installation, with nearly 1,000 aircraft expected to offer the service by year-end.
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United Airlines raised its full-year adjusted EPS guidance to $9.00 to $11.00, even as it expects nearly $6 billion in additional 2026 fuel costs compared with its assumptions at the beginning of the year.
Fuel expense climbed $2.3 billion, or 84%, year over year during Q2. United recovered approximately half of that increase during the quarter and expects to recover 80% to 90% by Q3 and nearly all of it by Q4.
The recovery reflects strong pricing power, with yields rising 12% during the quarter. United’s ability to raise fares and offset the fuel shock helps explain why management increased the bottom end of its full-year earnings range despite the enormous cost increase.
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United Airlines just reported second-quarter earnings, with shares initially down 3% following the report. Here are the key numbers:
Revenue: $17.7 billion vs. $17.6 billion expected Adjusted EPS: $1.99 vs. $1.87 expected Guidance:
Full-year adjusted EPS: $9.00 to $11.00, raised from the prior $7.00 to $11.00 range
Quick Read:
United beat expectations on both revenue and earnings, while raising the bottom end of its full-year outlook by $2 per share.
The airline also secured $3.7 billion in additional liquidity to protect against geopolitical uncertainty and oil-price spikes, while expanding Starlink to 450 aircraft and targeting nearly 1,000 by year-end.
47 minutes ago
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United Airlines (NASDAQ:UAL) trades at $120.67 with Polymarket odds at 97% for a beat, but four wildcards remain unpriced.
First, CEO Scott Kirby sold 48,303 shares at $121.30 on June 15, an unusual pre-earnings move.
Second, the full-chain put/call ratio sits at 1.6, with the July 24 expiry spiking to 6.06, signaling heavy hedging against the crowd.
Third, ratification risk lingers on the tentative deal covering 30,000 flight attendants.
Fourth, history warns: UAL’s average day-of reaction after beats is -2.25%, and last quarter’s 8.93% surprise still triggered a -5.58% drop.
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The Guidance That Matters Most Tonight Wall Street’s attention shifts quickly from Q2 results to United Airlines (NASDAQ:UAL) Q3 and full-year outlook. Investors want a fresh Q3 EPS guide, an updated FY26 EPS range (currently $7 to $11), fuel assumptions, and capacity plans beyond the 5-point cut already announced.
CFO Michael Leskinen framed recovery in phases: 70% to 80% fuel recapture in Q3 and 85% to 100% by Q4. Any narrowing toward the upper half ($9 to $11) would signal fuel relief. Management has skewed conservative, beating EPS by 8.93% in Q1 2026, 5.41% in Q4 2025, and 3.98% in Q3 2025.
Bearish: FY26 EPS cut below the $7 floor, further capacity trims, or fuel recovery slipping behind schedule.
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54 minutes ago
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United wants to keep expanding, but the FAA has placed limits on flight growth at three of its most important hubs: Newark, Chicago O’Hare, and San Francisco.
Those constraints could make it harder for United to deploy new aircraft profitably just as its delivery schedule begins accelerating.
Competition is also getting tougher. American Airlines and Southwest are improving their revenue strategies, while Delta plans to expand at Los Angeles and across the Asia-Pacific market, where United is currently the largest U.S. carrier. That threatens the premium customers and international growth that have powered United’s post-pandemic recovery.
Investors will be looking for evidence that United can grow earnings despite hub restrictions, rising labor costs, heavy capital spending, and stronger competition from the other major U.S. airlines.
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United Airlines enters tonight’s report with one major tailwind: jet fuel prices have fallen from roughly $4 per gallon during the Iran crisis to below $3 on the U.S. spot market.
Because fuel expenses flow through airline results with a delay, the largest benefit may appear in United’s third-quarter guidance rather than its reported Q2 numbers.
Demand also remains strong. Airlines have successfully raised fares, premium travel continues to outperform, and the collapse of Spirit Airlines removed roughly 2% of U.S. capacity ahead of the summer season. That combination could allow United to preserve pricing even as its largest variable cost declines.
The key question is whether those improving conditions give management enough confidence to reaffirm its full-year adjusted EPS range of $7.00 to $11.00. A strong outlook would signal that United’s fuel recovery is arriving on schedule. Cautious guidance would suggest higher labor costs and operational pressures are absorbing more of the benefit.
1 hour ago
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This live blog is being updated by Thomas Richmond, a 24/7 Wall St. contributor. You’ll get expert analysis of United Airlines’ earnings.
Simply stay on this page, and new updates will appear below automatically. We expect United Airlines’ earnings to be released shortly after 4:00 p.m. ET.
1 hour ago
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United Airlines (NASDAQ:UAL) reports Q2 2026 results tonight, July 15, at 4:00 PM ET after the bell, with the earnings call scheduled for 10:30 AM ET the next morning. Shares sit at $121.25, up 39.2% over the past year, raising the bar for the earnings report.
Fuel Recovery Meets Premium Momentum Q1 delivered $1.19 EPS against a $1.0924 consensus, an 8.93% beat. Revenue rose 10.57% to $14.61 billion, with premium up 14% and loyalty up 13%.
However, fuel jumped to $2.78 per gallon from $2.53, a $340 million headwind. Management responded by pulling 5 points of capacity for the rest of 2026 and lowering the FY EPS band. Shares initially dropped 5.58% on the Q1 earnings report but have since rallied to $120.31.
Consensus Setup Metric Q2 2026 Guide FY 2026 Guide Adjusted EPS $1.00 to $2.00 $7.00 to $11.00 Fuel Recovery 40 to 50% Ramps to 85 to 100% by Q4 CapEx N/A Under $8B UAL’s forward P/E sits at 12, with a $120.31 share price, indicating meaningful upside to analysts’ consensus price target of $153.97.
Fuel Pacing and Guidance Range Take Center Stage Tonight, I’ll be watching UAL’s comments around fuel recovery first. CEO Scott Kirby framed Q2 as the toughest quarter of the recovery arc, so the surcharge and mix commentary will tell us whether the upper half of the FY $7-$11 band remains reachable.
Premium and loyalty durability matter next. Both grew by 14% and 13% in Q1, and the JetBlue (NASDAQ:JBLU) Blue Sky collaboration, plus new MileagePlus economics, should extend that runway.
Investors will also focus on international mix, particularly the Middle East, India, and Africa corridor that posted 23.9% passenger revenue growth, alongside Atlantic at 18.9%. CASM (Cost per Available Seat Mile) ran up 5.9%, so analysts will be looking for cost commentary, and the flight attendant tentative agreement covering 30,000 workers.
CEO Kirby said, “We’ll stay nimble in the short term while continuing to grow the airline and invest in our customers, product and people.”
Earnings History Quarter EPS Surprise 1-Day Move 1-Week Move 30-Day Move Q1 2026 +8.93% -0.5% -3.37% +9% Q4 2025 +5.41% -0.5% -5.45% -3.42% Q3 2025 +3.98% +0.97% -2.56% -8.39% Q2 2025 -0.22% +1.13% -1.63% +12.22% On average, shares moved -1.99% one week after earnings across the past year.
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, /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
NEW YORK--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today announced a new partnership with ClarityPay, introducing a flexible new payment option for customers booking flights directly through JetBlue. Starting today, eligible customers booking on jetblue.com and the JetBlue mobile app can access financing options through ClarityPay, providing more choice when planning and purchasing travel. To celebrate the launch, customers can also take advantage of an introductory offer of 0% APR on terms up t.
NEW YORK--(BUSINESS WIRE)--JetBlue Airways Corporation (Nasdaq: JBLU) announced today that it will hold its quarterly conference call to discuss second quarter 2026 financial results on Tuesday, July 28th, 2026 at 10:00 a.m. ET.
A live, listen-only webcast of the call will be available on JetBlue's investor relations website at the following web address:
http://investor.jetblue.com
For those unable to listen to the live webcast, it will also be archived on JetBlue's investor relations website under 'Archived Events & Presentations' following the conference call.
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 to more than 100 cities throughout the United States, Latin America, Caribbean, Canada, and Europe. For more information and the best fares, visit jetblue.com.
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%.
FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today continued its significant expansion at Fort Lauderdale-Hollywood International Airport (FLL), with the launch of eight nonstop destinations and another six on the way, reinforcing its position as Fort Lauderdale's leading airline, with the most flights and nonstop destinations, and underscoring its long-term commitment to South Florida. Today, the airline adds nonstop daily service from Fort Lauderdale to Baltimore, Charlotte,.
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Prediction markets have become a real-time barometer for distressed consumer brands, and traders on Polymarket have historically been quick to list bankruptcy and delisting odds when a household name starts trading below $10. But a fresh sweep of Polymarket this morning turns up something surprising for three of America’s most speculated-about survival stories: Beyond Meat (NASDAQ:BYND), Xerox (NASDAQ:XRX), and JetBlue Airways (NASDAQ:JBLU). None of the three currently has an active bankruptcy or delisting market with meaningful liquidity. That absence is itself a data point, and the resolved earnings markets, sentiment scores, and price action fill in the rest of the picture.
Below is what Polymarket traders have been willing to bet on for each name, paired with the balance-sheet realities driving the speculation.
Beyond Meat: The Crowd Priced 100% Certainty of an Earnings Miss, Then Got Blindsided Beyond Meat is the clearest case where prediction-market pricing has been directly wired to survival anxiety. Shares closed at $0.68 on July 8, 2026, down 81.0% over the past year and 99.5% over five years, well below the Nasdaq $1 minimum bid threshold that governs delisting risk.
Yet as of this morning, no active Polymarket or Kalshi markets exist for Beyond Meat on bankruptcy, delisting, or survival. What Polymarket has priced are earnings-beat markets, and the pattern is brutal. Ahead of the Q4 2025 report on February 25, 2026, traders drove the “will BYND beat” contract to a 100% implied probability of a miss, and the company delivered a GAAP EPS of −$0.29 versus a −$0.14 consensus, a 107% negative surprise. That market saw $207,486 in trading volume, the highest of any Beyond Meat contract on the platform.
The Q1 2026 contract, which resolved on May 6, 2026, went the other way: traders had priced an 86% implied probability of a miss, but Beyond Meat squeaked out a beat against a −$0.08 consensus. The catch is that liquidity was thin at just $2,253 in volume, so the price signal there should be treated with low confidence.
The fundamentals explain why bankruptcy chatter persists even without a formal market. Q1 revenue fell 15.3% year over year to $58.21 million, and the balance sheet shows $411.6 million in debt against $205.8 million of cash, a stockholders’ deficit of -$21.1 million, and material weaknesses in internal controls. Weighted average shares outstanding ballooned from 76.2 million to 455.3 million, the classic dilution spiral. Composite sentiment reads 37.6, bearish with medium confidence, dragged down by a social score of 22.
Xerox: Zero Polymarket Markets, and a Balance Sheet Screaming for One Xerox is the most jarring omission. A Polymarket search for XRX-specific bankruptcy or delisting contracts returned no matching markets, and the platform’s dashboard confirms zero active Kalshi or Polymarket contracts on the name. Given the profile, that gap probably reflects retail-trader interest in flashy consumer stories over B2B print equipment, more than any considered read on Xerox’s health.
Shares closed at $2.67 on July 8, 2026, down 24.8% in the past month, 51.0% over the past year, and 88.8% over five years. The Q1 FY26 report, filed April 30, 2026, showed revenue up 26.7% to $1.846 billion on the Lexmark acquisition, but pro forma revenue actually declined 3.7%, and adjusted EPS of −$0.43 missed the −$0.275 consensus by 56.4%.
The leverage picture is the reason traders would want a market here. Total liabilities of $9.373 billion now dwarf shareholders’ equity of $305 million, which collapsed 75.9% year over year. Equipment gross margin cratered to 10.8% from 27.9%, and non-financing interest expense surged to $84 million from $33 million. Q1 free cash flow ran −$165 million. CEO Louie Pastor countered with reaffirmed FY26 guidance for revenue above $7.5 billion, adjusted operating income of $450 million to $500 million, and free cash flow near $250 million, telling investors he is “genuinely optimistic about the future of this business and confident we are closer to an inflection point than the external narrative suggests.”
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Sentiment reads 53.84, neutral with low confidence. Insider activity is net selling across 25 transactions. Analysts are bearish and have a $2.75 mean target price. This is the type of setup that Polymarket typically prices, and its absence likely reflects low retail interest rather than a considered read on solvency.
JetBlue: The CEO Denied Bankruptcy Rumors, and Polymarket Is Silent JetBlue is the name where the disconnect between chatter and market pricing is loudest. The Q1 FY26 earnings summary explicitly notes that bankruptcy speculation had been circulating in the weeks before the CEO publicly reaffirmed the airline’s liquidity position, providing the backdrop for the report. Yet Polymarket has no active bankruptcy or delisting markets on the airline, only resolved earnings-beat contracts.
Those earnings markets tell a coherent story. The Q3 2025 contract with a −$0.42 consensus resolved YES on $12,029 in volume, meaning JetBlue beat that negative bar. The Q1 2026 contract, resolved April 28, 2026, against a −$0.73 street consensus, resolved NO on just $97.30 of volume — effectively an illiquid tape.
The airline reported Q1 adjusted EPS of −$0.87 against a −$0.728 estimate, a 19.51% miss, on revenue of $2.24 billion. Fuel is the key pressure point: Q1 fuel cost averaged $2.96 per gallon, up 15.2% year over year, and Q2 guidance calls for $4.13 to $4.28 per gallon, roughly 75% higher year over year. Total debt is $8.4 billion, and FY26 interest expense is guided at approximately $580 million.
CEO Joanna Geraghty highlighted the JetForward turnaround, which delivered $305 million of incremental EBIT in 2025 against a $290 million target, and targets $310 million in 2026, with $850 million to $950 million cumulative by 2027 and free cash flow turning positive by end of 2027. She emphasized “taking decisive actions to manage what is within our control, including adjusting capacity, optimizing revenue, and maintaining disciplined cost control.”
Markets have listened. JetBlue is the outlier of the three: shares closed at $5.58 on July 8, 2026, up 17.2% over the past month, 22.6% year to date, and 29.5% year over year. Composite sentiment is still 33.44, bearish with medium confidence, and insiders are net buying across 23 transactions.
What the Silence Says Point-in-time, crowd-sourced odds are only useful when a market exists. For all three names as of this morning, Polymarket offers no live bankruptcy or delisting contracts to point to, and Kalshi is similarly quiet. The resolved earnings contracts are useful backward-looking calibration: Polymarket correctly nailed the Beyond Meat Q4 miss on real liquidity and got a Q1 call wrong on almost none. JetBlue’s Q1 market moved on a hundred dollars of flow, which is not a signal.
The takeaway for readers watching these three names: a missing bankruptcy contract still leaves real risk on the table. Xerox’s $9.37 billion of liabilities against $305 million of equity, Beyond Meat’s sub-dollar tape, and JetBlue’s $8.4 billion debt stack facing a 75% fuel spike remain the fundamental facts. When Polymarket eventually lists survival markets on any of these, the first liquid prints will be worth watching; until then, the balance sheets are doing the talking.
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Wall Street sent a coordinated bullish signal to the airline sector as Goldman Sachs analyst Catherine O’Brien and TD Cowen analyst Tom Fitzgerald raised their price targets across most major U.S. carriers. Goldman lifted its targets on shares of Delta Air Lines (NYSE:DAL | DAL Price Prediction), United Airlines (NASDAQ:UAL), Alaska Air Group (NYSE:ALK), American Airlines (NASDAQ:AAL) and JetBlue Airways (NASDAQ:JBLU), while TD Cowen raised its targets on shares of American and Southwest Airlines (NYSE:LUV). These analysts see improving revenue and easing fuel costs, though the two firms disagree on American Airlines stock.
Ticker Company Firm Action Old Rating New Rating Old Target New Target DAL Delta Goldman Sachs PT raise Buy Buy $80 $116 UAL United Goldman Sachs PT raise Buy Buy $131 $162 ALK Alaska Goldman Sachs PT raise Buy Buy $58 $69 AAL American Goldman Sachs PT raise Sell Sell $10 $15 JBLU JetBlue Goldman Sachs PT raise Sell Sell $3.50 $4.50 AAL American TD Cowen PT raise Buy Buy $20 $24 LUV Southwest TD Cowen PT raise Buy Buy $47 $53 The Analysts’ Case for Airline Stocks Goldman’s O’Brien cited higher estimates on stronger revenue trends and lower fuel prices, with demand momentum continuing despite significant fare increases that began in March. Meanwhile, TD Cowen’s Fitzgerald framed his Q2 2026 preview as “broadly constructive,” assuming carriers hold this year’s fare hikes, though he cautioned that investors will likely need confirmation that demand stays robust for shares to extend gains.
WTI crude oil sits at $68.15 per barrel, down 21% from a month earlier and well off April’s $114.58 spike, easing costs for the group.
Company Snapshot Delta posted Q1 2026 adjusted EPS of $0.64 on revenue of $14.2 billion, with premium ticket revenue up 14%. United beat estimates with adjusted EPS of $1.19 and guided full-year 2026 EPS to $7 to $11.
Southwest reported Q1 revenue of $7.249 billion, and CEO Bob Jordan called it “a turning point for Southwest.” American’s Q1 loss of $0.40 per share beat expectations, but the company’s balance sheet carries $34.7 billion in debt and negative stockholders’ equity of $4.1 billion.
Why the Move Matters Now The tension here pertains to American Airlines stock. Goldman’s $15 Sell target sits below the current quote at around $18, implying downside, while TD Cowen’s $24 Buy target implies upside. Goldman’s Sell-rated American and JetBlue both carry targets below current prices, while its Buy-rated Delta, United and Alaska imply room to run.
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Delta stock is up 34% year to date (YTD), United shares 20%, and Southwest stock 22%. Delta stock trades at a P/E ratio of 14x and United at 12x, modest for legacy carriers.
What It Means for Your Portfolio For diversified sector exposure without single-name risk, the U.S. Global Jets ETF (NYSEARCA:JETS) bundles these carriers at an expense ratio of 0.6%. The ETF is up 18% YTD.
Airlines remain highly cyclical and sensitive to fuel prices and travel demand. University of Michigan consumer sentiment fell to 44.8 in May, a level that could pressure discretionary travel spend. Investors should consider sizing their airline exposure modestly given volatility.
Analyst ratings are opinions, not guarantees, and the split view on American Airlines stock shows reasonable analysts can reach opposite conclusions on the same balance sheet. The bullish tape on Delta, United, Alaska and Southwest gives long-term investors a clearer runway, provided demand and fuel cooperate.
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WASHINGTON--(BUSINESS WIRE)--JetBlue (NASDAQ: JBLU) today announced that its "Vets in Blue" aircraft now features a commemorative "250" design honoring the 250th anniversary of the United States of America. The aircraft was showcased on Tuesday at Ronald Reagan Washington National Airport (DCA), where U.S. Transportation Secretary Sean Duffy joined JetBlue CEO Joanna Geraghty and an all-veteran JetBlue flight crew to recognize the airline's tribute to veterans and active-duty service members wh.
