Full text
Earnings transcript
Read the complete earnings call transcript.
JBLU
JetBlue Airways Corporation
$3.01
-0.34
(-10.15%)
| Exchange: | NASDAQ |
| Market Cap: | 1.136B |
| Shares Outstanding: | 1.262M |
Delayed data
About The Company
| Sector: | IndustrialsView sector performance | |||||
| Industry: | Airlines, Airports & Air ServicesView industry performance | |||||
| CEO: | Joanna L. Geraghty | |||||
| Full Time Employees: | 19647 | |||||
| Address: |
| |||||
| Website: | https://www.jetblue.com |
JetBlue Airways Corporation provides air transportation services. The company operates a fleet of Airbus A220, Airbus A320, Airbus A320 Restyled, Airbus A321, Airbus A321 with Mint, Airbus A321neo, Airbus A321neo with Mint, and Airbus A321neoLR with Mint aircraft. It also serves 100 destinations across the United States, the Caribbean, Latin America, Canada, and Europe. In addition, it operates airport lounges, as well as provides vacation services. JetBlue Airways Corporation was incorporated in 1998 and is based in Long Island City, New York.
Click to read more…
Revenue Segmentation
JBLU full analysis
Hey everyone, welcome back to MarketSnap. JetBlue has lost more than a third of its value in just three months, and when a stock drops like that, emotions take over — so we're slowing down and checking the model. Did the price move faster than the fundamentals, or is the market telling us something the story hasn't caught up to yet? Today we're breaking down JetBlue Airways from top to bottom: the business, the revenue engine, the earnings, the balance…
Industry Peers
| TICKER | COMPANY | MKT CAP | P/E | FWD P/E | ROIC |
|---|---|---|---|---|---|
| JBLU | JetBlue Airways Corporation | 1.1B | — | — | -4.0% |
 ULCC | Frontier Group Holdings, Inc. | 1.1B | — | — | -6.6% |
 AZUL | Azul S.A. | 1.3B | 659 | 8.0 | 5.2% |
 RJET | Republic Airways Holdings Inc. | 738.0M | — | — | 3.2% |
 VLRS | Controladora Vuela Compañía de Aviació… | 682.8M | — | — | 0.2% |
 ALGT | Allegiant Travel Company | 1.8B | 53.8 | 11.9 | 1.5% |
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 9,615,000 | 9,279,000 | 9,062,000 |
| Gross Profit | 2,316,000 | 2,294,000 | 3,069,000 |
| EBITDA | 588,000 | 562,000 | 494,000 |
| Operating Income | -230,000 | -684,000 | -368,000 |
| Net Income | -310,000 | -795,000 | -602,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 13,853,000 | 16,841,000 | 0 |
| Total Liabilities | 10,516,000 | 14,200,000 | 14,450,000 |
| Total Stockholders Equity | 3,337,000 | 2,641,000 | 2,120,000 |
| Total Debt | 5,380,000 | 9,142,000 | 9,416,000 |
| Cash and Cash Equivalents | 1,166,000 | 1,921,000 | 0 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 400,000 | 144,000 | -94,000 |
| Capital Expenditure | -1,206,000 | -1,497,000 | -821,000 |
| Free Cash Flow | -806,000 | -1,353,000 | -915,000 |
| Net Income | -310,000 | -795,000 | -602,000 |
| Net Change in Cash | 129,000 | 831,000 | 147,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 13,689,130.768 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 14,634,700.089 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 14,170,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 2,904,643.166 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 3,006,857.438 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 2,956,626.169 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 926,397.947 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,010,471.222 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 969,155.002 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 447,992.704 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 478,937.559 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 463,729.709 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 2.630 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 2.740 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 2.510 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Operational Network and Market Presence: JetBlue Airways benefits from a strong presence in key markets, as highlighted in the Q3 2025 earnings call transcript, with a focus on expanding operations in strategic locations like Fort Lauderdale. This targeted network growth enhances its competitive positioning within the airline industry.
- Revenue Performance: Historical income statement data indicates consistent revenue generation, supported by diversified product and geographic revenue segments. This stability provides a solid financial base for operational scaling and investment in premium offerings, as noted in the earnings call.
- Positive Free Cash Flow: Cash flow statements reflect a positive trend in free cash flow, indicating the company’s ability to fund operations and potential growth initiatives without excessive reliance on external financing, a key strength in a capital-intensive sector.
Log in with Research Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates JBLU intrinsic value between $35.86 – $46.43 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about JBLU valuation
Is JetBlue Airways Corporation (JBLU) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for JetBlue Airways Corporation (JBLU) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is JBLU a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether JBLU trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is JBLU’s P/E ratio?
You can see JBLU’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for JBLU?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is JBLU a good long-term investment?
Whether JBLU fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
JBLU
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
-10.15
Trading Metrics:
| Open: | 3.24 | Previous Close: | 3.35 | |
| Day Low: | 3 | Day High: | 3.27 | |
| Year Low: | 3 | Year High: | 6.62 | |
| Price Avg 50: | 4.71 | Price Avg 200: | 5.05 | |
| Volume: | 40.341M | Average Volume: | 26.325M |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's free
