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JBJBLU

JetBlue Airways Corporation

$JBLU·$1.7B·Airlines, Airports & Air Services·Industrials
$4.30+0.7%YTD-5.9%1Y-15.2%
Price updated 7h ago·X counts updated 2d ago
JBJBLU
$JBLUJetBlue Airways Corporation
$4.30+0.70%118 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $JBLU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

118X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $JBLU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 73% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-08-04

JetBlue's Q2 print — operating revenue $2.7B up 14.5% YoY, CEO commentary that momentum 'strengthens the foundation for a more profitable JetBlue' — has posters constructive; the stock is +2% pre-market. Options traders capture 200%+ intraday gains on JBLU calls and 27% on AAL sympathy calls. The CEO explicitly denied any M&A conversations with United. The airfare-inflation quote gets folded into a rate-cut debate. No bearish thread.

Read what X is saying about $JBLU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JBLU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-17

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

JetBlue's turnaround is showing up in RASM — the Q3 guide-raise plus Icahn's exit is the reset signal.

JetBlue Airways is a mid-size US airline running Airbus A220/A320/A321 fleets — a business that has been in operational reset mode since the failed Spirit merger. Shares are down 6% YTD and 15% year-on-year, coiling around $4.30.

  • The demand side just walked the guide up: JetBlue raised Q3 2026 RASM guidance to +17-20% YoY (from prior +12.5-16.5%) — a specific management-committed acceleration on top of stronger-than-expected passenger demand, and Q2 operating revenue at $2.7B (+14.5% YoY) is the pattern behind the raise.
  • Icahn's exit is a governance clean-up: Icahn Group's ownership fell below the two-board-seat threshold on Aug 27, triggering the irrevocable resignation of Jesse Lynn and another director — the activist-fight is over, and the CEO explicitly denied M&A conversations with United, so the tape is now just about the operating turnaround.

Oct 27 Q3 earnings is the check — a print at the top end of the +17-20% RASM guide plus continued capacity discipline is what breaks the coil upward, while a fuel-cost shock or a US Latin-America demand softening is what would seal the drift. High leverage (D/E 5.2x) is the honest tail-risk overhang.

Agrees with X sentimentMatch the constructive X read — the +14.5% Q2 revenue growth, the CEO's 'strengthens foundation for a more profitable JetBlue' framing, and the 200%+ intraday call gains all track a legitimate turnaround setup. The M&A denial with United is honest and shouldn't be used as a wedge for speculation.

What to watch: Oct 27 Q3 earnings for RASM print vs the +17-20% guide, capacity discipline, and unit-cost trajectory. A top-end RASM print plus disciplined capacity breaks the coil upward; a fuel spike or US-Latam demand softening confirms the drift.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Premium air travel demand remains healthy as Delta-Hyatt loyalty expansion reinforces premium positioning; Joby Aviation hit a 52-week low as eVTOL commercialization timelines stretch. Jet-fuel cost normalisation and business-travel strength support major network carriers while ultra-low-cost operators face margin pressure.

What this means for $JBLU

Headwind — All-Airbus Northeast/Caribbean network cannot compete at the premium end where Delta and United are gaining; cost structure under pressure without a meaningful differentiation lever.

Industry benchmark

11-name peer basket
-6.9%YTD
-16.2%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 $-0.47

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10.4B$10.3B – $10.5B-$2.45-$2.87 – -$2.0612
FY27$11.2B$10.7B – $11.7B-$0.69-$2.73 – $1.7212
FY28$12.1B$11.6B – $12.4B$0.46$0.38 – $0.5511
FY29$13.2B$12.8B – $13.6B$1.97$1.89 – $2.055
FY30$14.2B$13.7B – $14.6B$2.63$2.53 – $2.745

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.0.9×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.16%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.-18.4%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.-15.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 337.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.5% 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.β1.705-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.

Insider activity

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

Recent transactions

SellAug 31Clements Carol AnnChief Digital & Tech Officer2.0K sh$9KSellJul 30Ursula L HurleyCFO77.3K sh$445KSellJul 30Clements Carol AnnChief Digital & Tech Officer2.0K sh$12KSellMay 28Vivek SharmaDirector32.0K sh$173KSellMay 4Dawn SouthertonPrincipal Accounting Officer18.2K sh$91KSellMay 1Thomas WinkelmannDirector35.5K sh$167KSellMay 1Warren ChristieCOO2.7K sh$12K
+ 22 other (10 awards · 6 inkinds · 6 exempts) 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

8-KPress release / Reg FDSep 108-K — Item 7.01: Press release / Reg FD
AI summary

JetBlue Airways raised its Q3 2026 revenue per available seat mile (RASM) guidance to +17-20% year-over-year, up significantly from the prior +12.5-16.5% range, reflecting stronger-than-expected passenger demand. However, CASM ex-fuel guidance was also raised to +6-8%, reflecting continued cost pressures; fuel is forecast at $3.96 per gallon and capacity (ASMs) at +1.5-3.5%. Northeast weather and ATC disruptions are cited as headwinds. The RASM beat is the headline positive for investors monitoring JetBlue's revenue recovery trajectory.

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

JetBlue Airways disclosed that the Icahn Group's ownership fell below the threshold entitling it to two board appointments, triggering the irrevocable resignations of directors Jesse Lynn (audit, governance, finance committees) and Steven D. Miller (audit, finance committees), effective August 24, 2026. Neither resignation was due to disagreements with the company. This is a routine governance event reflecting the Icahn Group's reduced JetBlue stake following its prior activist campaign.

SC 13D/AActivist amendmentAug 20SC 13D/A
AI summary

Icahn Capital LP and its affiliates filed Amendment No. 6 to their Schedule 13D for JetBlue Airways Corp (JBLU) as of August 18, 2026. Icahn Partners LP retains 12,528,346 shares (~3.32% of outstanding) with shared voting power; Icahn Partners Master Fund LP and Icahn Offshore LP both report zero shares, indicating those funds have exited their JBLU positions. Icahn Onshore LP reports 12,528,346 shares in shared voting power alongside Icahn Partners LP. The continued use of Schedule 13D (rather than 13G) signals the Icahn group maintains activist intent in JBLU despite the reduced aggregate footprint.

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

JBLU reported financial results for second. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from JBLU management.

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.

+ 15 other (2 10-Qs · 2 13Gs · 2 SC 13D/As · 2 UPLOADs) in window

Recent news

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

JetBlue Cuts Capacity-Growth Outlook, Citing Bad Weather and Fuel Costswsj.com·7d agoJetBlue raises third-quarter fuel price forecastreuters.com·7d agoPublic Employees Retirement System of Ohio Purchases Shares of 249,143 JetBlue Airways Corporation $JBLUdefenseworld.net·9d agoAirline Stocks Are Struggling. That Makes This One a Long-Term Buy.barrons.com·10d agoJetBlue to Lure Customers With Its Advanced First Class Serviceszacks.com·14d ago

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Voices on X · last 7 days

No standout posts about $JBLU on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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