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JBJBLU

JetBlue Airways Corporation

$JBLU·$1.9B·Airlines, Airports & Air Services·Industrials
$5.68+10.7%YTD+24.3%1Y+38.5%
Mentions · last 7 days
2026-06-11: 130 posts2026-06-12: 126 posts2026-06-13: 9 posts2026-06-14: 20 posts2026-06-15: 60 posts2026-06-16: 61 posts2026-06-17: 67 posts479+15%
Price updated 12h ago·X counts updated 2d ago
JBJBLU
JetBlue Airways Corporation$JBLU
$5.68+10.72%479 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JBLU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-06-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Mid-cap airline restructuring its East-Coast network and leaning into premium Mint expansion; the network-discipline pivot is what the activists wanted.

JetBlue is restructuring its East-Coast network — shutting down key Newark and LaGuardia operations as New York airport costs soar, and aggressively expanding Mint premium service from Fort Lauderdale. Icahn Partners Master Fund's June 9 13D/A continues to anchor the activist-pressure story. The stock is rallying on the oil-down trade alongside other airline names. There's no X sentiment in the bundle, so the read is filing-and-news based. At $5.68 the stock is +24% YTD and +39% T12M on a $1.91B market cap. Gross margin 40%, ROE -33%, ROIC -2.8% — still operationally unprofitable as the network restructuring works through P&L. Debt-to-equity 5.16 is high but characteristic of an airline working off pandemic-era debt. The bear case is that the Spirit-merger-block fundamentally damaged JetBlue's growth path and the Newark/LaGuardia retreat concedes hub-share to competitors; the offsetting case is that the Fort Lauderdale Mint focus is a profitable-revenue-mix move that could finally reset the network's unit economics.

sparse data

Read the AI verdict + X sentiment for $JBLU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

JetBlue Airways Corporation operates as an air carrier, specializing in passenger transportation services. As of December 31, 2021, its operational fleet comprised 63 Airbus A321, 8 Airbus A220, 21 Airbus A321neo, 130 Airbus A320, and 60 Embraer E190 aircraft. The airline's network extended to 107 destinations, covering 31 U.S. states, Washington D.C., Puerto Rico, the U.S. Virgin Islands, and 24 nations across the Caribbean and Latin America. To bolster travel connectivity in the Northeast, JetBlue Airways Corporation maintains a strategic alliance with American Airlines Group Inc. Established in 1998, the company is headquartered in Long Island City, New York.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $JBLU.

Airlines, Airports & Air Services · Industrials

eVTOL certification progress and premium travel demand durability are the two structural themes — JOBY's air taxi targeting up to 12 states by September and UAL's network outperformance confirm demand bifurcation between premium and leisure fares. Fuel cost absorption separates carriers with hedging discipline from those fully exposed to crude volatility.

See how Airlines, Airports & Air Services shapes $JBLU

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $JBLU's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

8-name peer basket
-6.0%YTD
+22.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-4.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-49.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-33.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
39.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
5.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$-0.87$-0.72-20.8%
Q4 2025Jan 27, 2026$-0.49$-0.45-8.9%
Q3 2025Oct 28, 2025$-0.40$-0.43+8.0%
Q2 2025Jul 29, 2025$-0.16$-0.31+48.4%
Next earningsTue, Aug 4·consensus EPS $-0.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.2B+4.7%43.1%-10.0%$-0.87$3.0M
Q4 FY25$2.2B-1.4%45.2%-4.5%$-0.48$-296.0M
Q3 FY25$2.3B-1.8%45.1%-4.3%$-0.39$-423.0M
Q2 FY25$2.4B-3.0%25.9%0.3%$-0.20$-234.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.1B$9.9B – $10.3B-$2.66-$3.78 – -$2.2011
FY27$10.9B$10.6B – $11.2B-$0.68-$2.11 – $1.8911
FY28$11.6B$11.6B – $11.6B-$0.04-$0.11 – $0.068
FY29$12.7B$12.3B – $13.1B$0.42$0.40 – $0.447
FY30$13.8B$13.3B – $14.2B$0.99$0.95 – $1.037

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 332.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today12.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $JBLU is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 28Vivek SharmaDirector32.0K sh$173KSellMay 4Dawn SouthertonPrincipal Accounting Officer18.2K sh$91KSellMay 1Thomas WinkelmannDirector35.5K sh$167KSellMay 1Warren ChristieCOO2.7K sh$12K
+ 27 other (12 awards · 9 exempts · 6 inkinds) in window

See when $JBLU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13D/AActivist amendmentJun 9SC 13D/A
AI summary

Icahn Partners Master Fund LP (via Icahn Capital LP) filed SC 13D/A (Amendment No. 5) on June 9, 2026, reporting ownership of 10,167,730 shares of JetBlue Airways Corp (JBLU) common stock with both sole and shared voting/dispositive power. Carl Icahn's fund maintains a significant activist stake in the struggling airline. This amended filing reflects ongoing active engagement and may signal further advocacy for strategic changes at JetBlue, including leadership changes, route restructuring, or a potential sale.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

JetBlue Airways Corporation filed an 8-K (Item 7.01) on June 1, 2026 furnishing investor presentation materials under Reg FD. The excerpt is boilerplate header only with no narrative body; the presentation content is in the attached exhibit. This is a routine Reg FD filing — likely an investor conference presentation — with no material event disclosure.

8-KShareholder voteMay 208-K — Item 5.07: Shareholder vote
AI summary

JetBlue Airways Corporation filed an 8-K (Item 5.07) on May 20, 2026 reporting shareholder vote results from its annual meeting held May 14, 2026. The excerpt is boilerplate header only; vote tallies on directors, compensation, auditor, and any other proposals are in the attached exhibit. Routine annual meeting disclosure — no indication of contested outcomes.

SC 13D/AActivist amendmentMay 14SC 13D/A
AI summary

Icahn Partners Master Fund LP (Icahn Capital LP, Jesse Lynn COO) filed SC 13D/A Amendment No. 4 on JetBlue Airways Corp (JBLU) common stock as of May 12, 2026, reporting 11,865,031 shares with sole and shared voting and dispositive power — a significant stake. Carl Icahn's continued amended 13D filings on JBLU indicate an active activist position; the amendment likely reflects a change in share count, intent, or agreement terms that warrants close attention from JBLU shareholders.

SC 13D/AActivist amendmentMay 5SC 13D/A
AI summary

Vladimir Galkin filed an SC 13D/A (Amendment No. 2) on JetBlue Airways Corporation on May 5, 2026, reporting shared beneficial ownership of 37,200,000 shares as of May 3, 2026 — the same share count as Amendment No. 1, implying no change in position size. Galkin holds zero sole voting or dispositive power, suggesting the stake is held through a group or entity. Continued 13D activity signals the holder remains engaged and intent on influencing the airline's strategic direction.

8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

JetBlue Airways Corporation filed an 8-K under Items 2.02 (earnings) and 7.01 (Reg FD) on April 28, 2026, reporting Q1 2026 results alongside a furnished investor presentation. The excerpt is XBRL header only with no revenue, RASM, CASM, or guidance data visible; earnings details are under Item 9.01. Routine quarterly earnings for a carrier undergoing a strategic transformation — capacity discipline, unit revenue trends, and liquidity position are the critical metrics given JetBlue's recent loss-making history and ongoing turnaround effort.

SC 13D/AActivist amendmentApr 23SC 13D/A
AI summary

Vladimir Galkin filed an SC 13D/A (Amendment No. 1) on JetBlue Airways Corporation on April 23, 2026, reporting shared beneficial ownership of 37,200,000 shares as of April 8, 2026, with zero sole voting or dispositive power, funded from personal funds. This initial amendment establishes Galkin as a significant activist-styled holder in JetBlue — the lack of sole voting power suggests a group or proxy arrangement; the stated intent in Item 4 of the full filing would clarify whether he is pushing for operational changes, a sale, or other strategic action.

8-KPress release / Reg FDMar 178-K — Item 7.01: Press release / Reg FD
+ 12 other (2 13Gs · 2 UPLOADs · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

JBLU Enhances Fort Lauderdale Network With Expanded Mint Servicezacks.com·22h agoThe Fed decision, JetBlue's Florida plans, Intel's Apple partnership and more in Morning Squawkcnbc.com·1d agoStruggling JetBlue shuts down key Newark, LaGuardia operations as New York airport costs soarnypost.com·2d agoJetBlue to reduce Newark, LaGuardia footprint as it forges ahead in Fort Lauderdalecnbc.com·2d agoJetBlue Expands Premium Mint® Experience from Fort Lauderdale with New and Additional Flyingbusinesswire.com·2d ago

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