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JBJBLU

JetBlue Airways Corporation

$JBLU·$2.3B·Airlines, Airports & Air Services·Industrials
$6.03-0.7%YTD+32.8%1Y+35.8%
Mentions · last 7 days
2026-07-24: 34 posts2026-07-25: 20 posts2026-07-26: 31 posts2026-07-27: 72 posts2026-07-28: 157 posts2026-07-29: 88 posts2026-07-30: 56 posts458+23%
Price updated 10h ago·X counts updated 1d ago
JBJBLU
$JBLUJetBlue Airways Corporation
$6.03-0.66%458 posts+23%
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 attemptCooling offAI verdict · as of 2026-07-31

Catching its breath after a run — could pick back up or fade from here.

Q2 beat + 2028 profit target lifted JetBlue 9% — Icahn's 10M-share stake and CEO's pricing-power call give the turnaround real anchors.

JetBlue is the deep-value airline turnaround: a business that lost the Spirit merger, hemorrhaged cash through 2024-25, and is now three quarters into the CEO's turnaround plan with Icahn on the shareholder register keeping the pressure on management.

  • The Q2 print was the first clean progress marker: EPS -$0.66 vs consensus -$0.69 (a 5% beat), revenue $2.24B (+4.7% YoY), with the CEO publicly framing the industry as 'starting to gain pricing power' — the stock advanced 9% on the print plus a formally stated 2028 profit target.
  • The Icahn 10M-share stake (SC 13D/A Amendment 5, June 9) is a real structural pressure — activist ownership at this size forces management to keep articulating a specific path to profitability, which is exactly what the 2028 profit target announcement is designed to satisfy.
  • The financials are still ugly: negative operating margin (-4.6%), negative FCF yield (-50% — cash burn is real), and debt-to-equity of 5.16x means the balance sheet has no room for another rate-of-recovery slip; the turnaround must actually land. Consensus FY26 EPS is -$2.20 turning to -$0.50 in FY27, still losses but improving materially.

The next test is Oct 27 Q3 earnings — a further loss-per-share improvement plus continued pricing-power commentary (average fare stability into holiday season) validates the trend. The invalidation is fuel-price pressure (crude just moved 7% on Iran) showing up in the operating cost line, or a corporate/business-travel slowdown pushing yield lower. Icahn's position means management can't quietly reset expectations — the tape gets updated every quarter.

Differs from X sentimentX reads bearishly (AAL earnings framed as 'nothing good for JBLU,' fuel-price concern), but the actual Q2 print was a beat and the stock advanced 9% — so the sentiment is looking at the setup rather than the print result. The pricing-power commentary from CEO is a real underweight risk to the bear case.

What to watch: Oct 27 Q3 earnings — further loss-per-share improvement plus continued pricing-power commentary. Crude oil's 7% Iran-driven move showing up in operating costs, or a corporate-travel slowdown pushing yield lower, are the near-term invalidations.

On the calendar: 2026-10-27 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-07-31

JetBlue delivered a positive quarter. Q2 revenue $2.7B (+14.5% YoY), RASM +10.9% YoY near the better end of guidance, adjusted loss per share $0.66 vs $0.68 consensus, FY26 outlook re-established, capex bumped to ~$850M and a first 2028 EPS target of at least $1.00. CEO Joanna Geraghty confirmed no M&A discussions with United on CNBC. Fare-hike commentary that airfare 'needs to catch up with inflation' is being circulated. Sympathy trades on JBLU calls printed +225%. No bear.

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.

Low-cost US carrier flying 107 destinations on an all-Airbus fleet with a Northeast/Caribbean focus.

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

No material change from last week — two different time horizons.

What this means for $JBLU

Neutral — Low-cost US carrier flying 107 destinations on an all-Airbus fleet with a Northeast/Caribbean focus; limited read-through from airlines, airports & air services macro dynamics to this specific revenue mix.

Industry benchmark

11-name peer basket
+18.5%YTD
-7.4%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
Q2 2026Jul 28, 2026$-0.66$-0.69+4.7%
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%
Next earningsTue, Oct 27·consensus EPS $-0.40

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$10.2B$10.1B – $10.4B-$2.20-$3.29 – -$1.7911
FY27$10.9B$10.6B – $11.4B-$0.50-$2.10 – $2.1911
FY28$11.6B$11.6B – $11.7B$0.03-$0.04 – $0.078
FY29$12.7B$12.4B – $13.1B$0.42$0.41 – $0.447
FY30$13.8B$13.4B – $14.2B$0.99$0.96 – $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.0.7×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.82%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.+11.4%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.+20.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 337.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.9% 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.

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
+ 11 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.

Airlines are still willing to bet on Boeing, and the biggest aviation show of the year proves itbusinessinsider.com·1d agoThe Best of New York, Now Boarding: JetBlue Debuts New Mint® Menus from Crown Shy and Birdeebusinesswire.com·3d agoJetBlue CEO on Q2 results: Industry is starting to gain pricing poweryoutube.com·4d agoJetBlue Advances 9% on Earnings Beat and 2028 Profit Target, Lifting Delta, United, and Southwest247wallst.com·4d agoJetBlue Airways Corporation (JBLU) Q2 2026 Earnings Call Transcriptseekingalpha.com·4d ago

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