JetBlue (JBLU)
Runs an East Coast-focused airline with bundled amenities, EvenMore seating and Mint cabins.
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Sells point-to-point passenger flights across the United States and nearby international leisure markets, adding revenue through premium seating, TrueBlue loyalty partnerships and Paisly travel products. The network is concentrated in East Coast focus cities and operates as a single air-transportation segment.
Operates a predominantly point-to-point passenger airline serving the United States, Caribbean, Latin America, Canada and Europe. The network is built around New York, Boston, Fort Lauderdale, Orlando, San Juan and Los Angeles, with particular weight in East Coast leisure markets.
Sells core fare families alongside the EvenMore premium-economy product and Mint lie-flat service on selected long-haul routes. TrueBlue loyalty, co-branded credit cards and Paisly vacation and non-air travel products add revenue beyond tickets. Included carry-on bags, seatback entertainment and Wi-Fi support a service-led value proposition.
Execution depends on reliable operations in congested Northeast airspace, disciplined aircraft utilization and access to aircraft, engines, fuel and regulated airport slots. Air transportation remains the sole reportable segment and accounts for substantially all operations.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Barclays | Reiterate | Rating: —Target: $7 | Target: $5 |
| Aug 17, 2026 | Seaport Global | Downgrade | ||
| Aug 7, 2026 | Citigroup | Downgrade | ||
| Jul 29, 2026 | BMO Capital | Reiterate | Rating: —Target: — | Target: $6.75 |
| Jul 28, 2026 | Morgan Stanley | Target | Target: $7 | Target: $8 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.02B · Total debt $9.39B · Total assets $16.37B · Shareholders' equity $1.59B
- Revenue
- $2.70B
- Operating income
- −$141.0M
- Net income
- −$247.0M
No dividends on record.
| Institutions | 90.18% | 340.25M shares | |
|---|---|---|---|
| 436 holders · as of Jun 30, 2026 | |||
| Insiders | 10.42% | 39.33M shares | |
| 18 holders · as of Sep 2, 2026 | |||
| Adds to | 100.60% | ||
377.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 100.60%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.11% | 49.46M | as of Jun 30, 2026 |
Galkin VladimirInsider | 9.86% | 37.20M | filed May 6, 2026 |
Icahn Carl CInstitution | 5.48% | 20.66M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.85% | 18.28M | as of Jun 30, 2026 |
Two Sigma Investments, LPInstitution | 4.60% | 17.37M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 31, 2026 | Carol Ann Clements | officer: Chief Digital & Tech Officer | −2,000 | $4.71 |
| Jul 30, 2026 | Carol Ann Clements | officer: Chief Digital & Tech Officer | −2,000 | $5.75 |
| Jul 30, 2026 | Ursula L. Hurley | officer: Chief Financial Officer | −77,253 | $5.76 |
| May 28, 2026 | Vivek Sharma | director | −32,000 | $5.41 |
| May 1, 2026 | Warren Christie | officer: Chief Operating Officer | −2,680 | $4.65 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| JetBlue | $4.60 | +0.66% | $1.72B | — | — | 0.2 | +14.5% |
| Delta Air Lines | $83.79 | +1.56% | $54.25B | 13.7 | 10.9 | 0.8 | +18.7% |
| American Airlines Group | $13.65 | +0.55% | $8.98B | — | 13.1 | 0.2 | +16.3% |
| United Airlines | $115.43 | +0.91% | $37.13B | 10.7 | 9.2 | 0.6 | +16.0% |
| Southwest Airlines | $42.20 | +1.03% | $20.43B | 25.6 | 11.0 | 0.7 | +16.4% |
| Alaska Air Group | $42.04 | +0.33% | $4.67B | — | 43.4 | 0.3 | +9.8% |
| Frontier Group | $6.30 | +2.86% | $1.41B | — | — | 0.3 | +37.7% |
| Median | 13.7 | 11.0 | 0.5 | +16.3% |