JetBlue Airways Q4 2025 Earnings Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Source: seekingalpha
- Earnings Performance: JetBlue reported a Q4 2025 non-GAAP EPS of -$0.49, missing expectations by $0.03, indicating pressure on profitability that may affect investor confidence.
- Revenue and Capacity: The fourth quarter revenue was $2.24 billion, down 1.8% year-over-year but beating expectations by $20 million, with capacity decreasing by 1.6%, reflecting market demand fluctuations.
- Cost Control: Operating expense per available seat mile (CASM) increased by 5.4% year-over-year, while CASM excluding fuel rose by 6.7%, highlighting challenges in cost management that could impact future profitability.
- Future Outlook: JetBlue anticipates an additional $310 million in incremental EBIT for 2026, aiming for $850 to $950 million in incremental EBIT by 2027, demonstrating the company's commitment to growth despite a challenging environment.
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Analyst Views on JBLU
Wall Street analysts forecast JBLU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for JBLU is 4.69 USD with a low forecast of 3.50 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
0 Buy
5 Hold
5 Sell
Moderate Sell
Current: 5.040
Low
3.50
Averages
4.69
High
7.00
Current: 5.040
Low
3.50
Averages
4.69
High
7.00
About JBLU
JetBlue Airways Corporation provides air transportation services across the United States, Latin America, the Caribbean, Canada, and Europe. The Company operates five types of aircraft, including Airbus A220, Airbus A320, Airbus A321, Airbus A321neo, and Embraer E190. Its inflight entertainment system onboards its aircraft with free live TV on select routes and premium movie channel offerings from JetBlue Features. Its entire fleet is equipped with Fly-Fi, a broadband product that allows gate-to-gate Wi-Fi at every seat. Customers also have access to the Fly-Fi Hub, a content portal where customers can access a wide range of additional content from their own personal devices. Its customers can purchase one of five branded fares: Blue Basic, Blue, Blue Plus, Blue Extra, and Mint, its premium service. It also sells vacation packages through its subsidiary, JetBlue Travel Products, LLC, which offers one-stop, value-priced vacation services for self-directed packaged travel planning.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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