JetBlue Airways Corporation (JBLU) AI Stock Analysis

JetBlue Airways Corporation is a passenger air travel provider operating a fleet that included 63 Airbus A321, 8 Airbus A220, 21 Airbus A321neo, 130 Airbus A320, and 60 Embraer E190 aircraft as of December 31, 2021. The airline connects travelers to 107 destinations across 31 U.S. states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, and 24 countries in the Caribbean and Latin America. Founded in 1998 and based in Long Island City, New York, the carrier enhances Northeast connectivity through strategic partnerships, including an alliance with American Airlines Group Inc.

Annual revenue grew from $6.04B in FY2021 to $9.62B in FY2023, before falling 3.5% to $9.28B in FY2024 and 2.3% to $9.06B in FY2025. Despite gross margin improving to 33.9% in FY2025, operating margin remained negative at -4.1%, resulting in a net income of -$602.0M and EPS of -$1.64. Over the 5-year period from FY2020 to FY2025, revenue grew at a CAGR of 25.1%. For the latest quarter ending June 30, 2026, quarterly revenue increased 14.5% year-over-year, while quarterly earnings contracted 82.9%, bringing trailing twelve months net income margin to -9.3% and EPS to -$2.38.

As of June 30, 2026, JetBlue held $2.02B in cash and short-term investments against total debt of $9.39B, resulting in net debt of $7.37B and a debt-to-equity ratio of 5.91. The company's current ratio stood at 0.70 alongside shareholders' equity of $1.59B. In FY2025, operating cash flow turned negative at -$94.0M, while free cash flow stood at -$1.22B after capital expenditures of $1.12B. Cash deployed for share buybacks totaled $8.0M in FY2025, while share count expanded 15.3% over five years.

JetBlue carries a market capitalization of $1.11B and an enterprise value of $9.03B. The stock trades at a forward P/E of 6.3x and an EV-to-EBITDA multiple of 32.9x, compared to medians of 17.2x forward P/E and 13.9x EV-to-EBITDA for its US-listed Industrials peers. Its price-to-sales multiple is 0.1x against the peer median of 1.5x. Over the past year, JetBlue's stock fell 38.6%, substantially underperforming the S&P 500 (SPY), which gained 16.8%. The stock also trades 41.7% below its 200-day average.

Wall Street sentiment reflects caution, with 0 Strong Buy, 0 Buy, 11 Hold, 3 Sell, and 3 Strong Sell recommendations. The mean price target of $4.58 sits 56.4% above the last close of $2.93 on October 16, 2026. For the fiscal year ending December 31, 2026, analysts estimate revenue of $10.47B and an EPS of -$2.75. For next fiscal year, 16 analysts forecast revenue to reach $11.32B with an EPS of -$1.18. JetBlue beat EPS estimates in 2 of the last 4 quarters, with next earnings scheduled for October 27, 2026.

This page is an AI-written research summary of JetBlue Airways Corporation (JBLU). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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