JetBlue (JBLU)
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
$3.49-1.97%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsAirlines, Airports & Air ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · JBLU
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Together with continued JetForward execution, this reinforces our confidence in achieving sustained operating profitability in 2027 and delivering at least $1 EPS and positive free cash flow in 2028."
Stated in 3 of 3 supplied quarters. Management reported: “Together with continued JetForward execution, this reinforces our confidence in achieving sustained operating profitability in 2027 and delivering at least $1 EPS and positive free cash flow in 2028."” “Through June 2026, the airline's transformation strategy has generated $470 million of cumulative incremental EBIT (1) and remains on track to deliver its previously announced $850 - $950 million annual incremental EBIT benefit by year-end 2027.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Together with continued JetForward execution, this reinforces our confidence in achieving sustained operating profitability in 2027 and delivering at least $1 EPS and positive free cash flow in 2028."”
“Reflecting the progress we're making and the earnings trajectory we see ahead, today we're introducing a long-term financial target of at least $1.00 in earnings per share for 2028 as we continue on…”
“At the same time, we are seeing clear evidence that JetForward is on track and working, and we remain confident it is the right plan to transform our business and get us closer to our financial prior…”
Document Ex 99.1 - Earnings Release JETBLUE ANNOUNCES THIRD QUARTER 2026 RESULTS Airline delivered 18.4% RASM growth; recaptured approximately 87% of higher fuel costs Fort Lauderdale RASM increased…
Stated in 2 of 3 supplied quarters. Management reported: “Document Ex 99.1 - Earnings Release JETBLUE ANNOUNCES THIRD QUARTER 2026 RESULTS Airline delivered 18.4% RASM growth; recaptured approximately 87% of higher fuel costs Fort Lauderdale RASM increased nearly 15% on more than 65% capacity growth JetBlue expects 1–2 points of 4Q year-over-year operating margin expansion NEW YORK ( October 26, 2026 ) - JetBlue Airways Corporation (NASDAQ: JBLU) today reported its financial results for the third quarter of 2026.” “Taking Action to Mitigate Increased Fuel Costs • Expect 30% to 40% fuel recapture in the second quarter, and 100% by early 2027.”
“Document Ex 99.1 - Earnings Release JETBLUE ANNOUNCES THIRD QUARTER 2026 RESULTS Airline delivered 18.4% RASM growth; recaptured approximately 87% of higher fuel costs Fort Lauderdale RASM increased…”
“Taking Action to Mitigate Increased Fuel Costs • Expect 30% to 40% fuel recapture in the second quarter, and 100% by early 2027.”
We remain focused on disciplined cost execution and capital management as we work toward sustained profitability and positive free cash flow."
Stated in 3 of 3 supplied quarters. Management reported: “We remain focused on disciplined cost execution and capital management as we work toward sustained profitability and positive free cash flow."” “Proactively Strengthening Liquidity and Preserving Financial Flexibility • Executed $500 million of committed aircraft-backed financing, with the ability to upsize by an additional $250 million.”
“We remain focused on disciplined cost execution and capital management as we work toward sustained profitability and positive free cash flow."”
“The progress we are building supports JetBlue’s path to sustained profitability, meaningful earnings growth and long-term value creation for our shareholders.””
“Proactively Strengthening Liquidity and Preserving Financial Flexibility • Executed $500 million of committed aircraft-backed financing, with the ability to upsize by an additional $250 million.”
Increase unit revenue through resilient demand, revenue-management improvements, premium and loyalty offerings, and growth in Fort Lauderdale and other focus markets.
Maintain disciplined cost execution, address fuel and disruption pressures, and improve unit costs and operating margins as JetBlue pursues sustained profitability.
Over the trailing year it converted -0.26x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by strategy shifts. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.