JetBlue Airways Corporation

NasdaqGS:JBLU Lagerbericht

Marktkapitalisierung: US$2.2b

JetBlue Airways Management

Management Kriterienprüfungen 4/4

JetBlue Airways CEO ist Joanna Geraghty , ernannt in Feb 2024, hat eine Amtszeit von 2.42 Jahren. Die jährliche Gesamtvergütung beträgt $5.19M , bestehend aus 13.5% Gehalt und 86.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.19% der Aktien des Unternehmens, im Wert von $4.22M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.4 Jahre bzw. 6.4 Jahre.

Wichtige Informationen

Joanna Geraghty

Geschäftsführender

US$5.2m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts13.48%
Amtszeit als Geschäftsführer2.4yrs
Eigentum des Geschäftsführers0.2%
Durchschnittliche Amtszeit des Managements2.4yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder6.4yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jun 22

JBLU: Fort Lauderdale Repositioning And RASM Upside Will Support Margin Recovery

Analysts have lifted the JetBlue Airways price target from $6.38 to $8.00, citing updated assumptions that include slightly lower discount rates, higher revenue growth and profit margin expectations, and a more conservative future P/E multiple. Analyst Commentary on JetBlue Airways Bullish analysts covering JetBlue Airways are highlighting the recent price target moves as a sign of improving sentiment around the stock, even where official ratings remain cautious.
Analyseartikel Jun 21

JetBlue Airways (JBLU) Stock Could Be 15% Overvalued After Mint Expansion In South Florida

JetBlue Airways (JBLU) is reshaping its network around South Florida by expanding Mint business class service from Fort Lauderdale to San Diego, Los Angeles and San Francisco, while closing crew and tech bases in Newark and LaGuardia. See our latest analysis for JetBlue Airways. Recent news around JetBlue Airways sharpening its focus on South Florida coincides with strong price momentum, with a 1 day share price return of 10.72%, a 90 day share price return of 35.24% and a 1 year total...
Narrativ-Update Jun 02

JBLU: Fuel Costs And Spirit Exit Will Shape 2026 Margin Repair Path

Narrative Update: JetBlue Analyst Price Target Shift Analysts have modestly raised their average price target on JetBlue to about $4.95 from roughly $4.71, reflecting updated views on revenue growth, profitability, and future P/E assumptions following recent target changes clustered around the $4 to $6 range. Analyst Commentary Recent research on JetBlue shows a split view, with some bullish analysts lifting price targets and others trimming them as assumptions for fuel costs, earnings power, and revenue quality are refreshed.
Seeking Alpha Jun 02

JetBlue: No Imminent Bankruptcy Risk Here

Summary JetBlue Airways' rating is revised from a sell to a hold, reflecting improved demand and cost control but heightened fuel price risk. Q1 saw RASM up 6.5% YoY and CASM ex-fuel well managed; Q2 RASM guidance is now 9%-12% growth. Fuel price volatility driven by Middle East instability and JetBlue's lack of hedging clouds the profitability outlook. Liquidity and cash remain adequate for now, but prolonged elevated fuel costs could strain JetBlue’s financial position. Read the full article on Seeking Alpha
Narrativ-Update May 15

JBLU: Rising Fuel Costs Will Constrain Margins Despite Recent Rating Upgrades

Analysts have modestly adjusted the average price target on JetBlue Airways, reflecting updated views on fuel costs, revenue assumptions and earnings power that also show up in slightly higher discount rates, a small reduction in projected revenue growth to about 6.94% and a lower expected profit margin near 5.02% against a higher assumed future P/E of roughly 2.18x. Analyst Commentary Recent Street research on JetBlue shows a mix of cautious adjustments and selective upgrades, with commentary centering on fuel costs, demand trends and how much earnings power the stock is being given credit for in valuation models.
Narrativ-Update Apr 28

JBLU: Fuel Costs And Bag Fees Will Shape 2026 Margin Repair Path

JetBlue's updated analyst price target has shifted slightly lower to reflect recent cuts from firms such as UBS, Citi, TD Cowen and Evercore ISI, with analysts balancing higher assumed fuel costs against expectations for steadier revenue trends and a less aggressive future P/E assumption. Analyst Commentary Recent research on JetBlue presents a mixed picture, with some firms trimming price targets while others upgrade ratings or lift targets.
Narrativ-Update Apr 14

JBLU: Higher Fuel Costs Will Pressure Margins And Future Earnings Power

Analysts have trimmed JetBlue Airways' fair value estimate from $3.00 to $2.00, as recent price target cuts around higher assumed fuel costs and tempered margin expectations outweigh updated revenue and P/E assumptions. Analyst Commentary Recent Street research on JetBlue points to a more cautious setup, with several Bearish analysts revisiting their assumptions on fuel, margins and future earnings power.
Narrativ-Update Mar 30

JBLU: Stronger Domestic Demand And Fees Will Support 2026 Margin Repair

JetBlue Airways' updated analyst price target has edged lower by a small amount, reflecting research that cites higher assumed fuel costs and mixed target moves across firms, even as some analysts see revenue trends helping to partially offset these pressures. Analyst Commentary Recent research on JetBlue points to a split view, with some analysts focusing on cost headwinds and others highlighting potential support from revenue trends and improving fundamentals.
Narrativ-Update Mar 16

JBLU: Improving Domestic Fundamentals Will Support 2026 Margin Repair Prospects

JetBlue's updated analyst price target edges higher to $4.93, reflecting small tweaks to growth and margin expectations as analysts balance higher fuel cost assumptions with continuing demand trends and mixed target moves in recent research. Analyst Commentary Recent research on JetBlue shows a split view, with some firms trimming targets on cost concerns while others see room for stabilization as demand holds and industry conditions evolve.
Narrativ-Update Mar 02

JBLU: 2026 Profitability Execution Risks Will Outweigh Improving Domestic Fundamentals

Analysts have nudged their JetBlue Airways price targets higher in recent weeks, with several moving into the $4 to $7 range as they point to improving U.S. airline fundamentals, a more balanced view on industry risks, and added "optionality" around the company’s next steps. Analyst Commentary Recent research on JetBlue highlights a mix of optimism and caution, with price targets generally clustering between US$4 and US$7 and ratings moving toward more neutral territory.
Narrativ-Update Feb 16

JBLU: 2026 Profitability Execution Risks Will Drive Potential Re Rating

The analyst price target for JetBlue has been raised modestly, with the updated fair value estimate moving from about $4.71 to $4.86 as analysts point to improved margin assumptions and recent price target increases across several firms. Analyst Commentary Recent research on JetBlue reflects a mix of optimism and caution, with several firms fine tuning price targets and ratings as they reassess earnings power, execution risks, and industry conditions heading into upcoming quarters.
Narrativ-Update Feb 02

JBLU: Q4 Operational Disruptions And 2026 Outlook Will Shape Re Rating Potential

Analysts have increased their average price target on JetBlue by about $0.06, citing updated assumptions around revenue growth, profit margins and a significantly higher future P/E multiple. Recent research has highlighted Q4 industry updates, mixed views on the earnings outlook and varied ratings across firms.
Narrativ-Update Jan 18

JBLU: Sector Demand Into 2026 Will Support Margin Recovery

JetBlue's updated fair value nudged higher to $6.38 per share, as analysts modestly lifted price targets into a tighter range of US$4 to US$5, supported by mixed Q4 previews, a slightly stronger profit margin outlook and sector level expectations for steady demand into 2026. Analyst Commentary Recent Street research on JetBlue shows a cluster of price targets in the US$4 to US$5 range, with several firms adjusting their views as they update Q4 earnings previews and sector level assumptions.
Narrativ-Update Jan 04

JBLU: Technology-Driven Merchandising And Network Expansion Will Support Future Margin Recovery

Analysts have reduced their price target on JetBlue Airways to 6.34 dollars, reflecting concerns about a significantly weaker forward profit margin, even though revenue growth expectations are only modestly softer and the assumed future earnings multiple is sharply higher. What's in the News Federal Aviation Administration lifted flight restrictions tied to the government shutdown, reversing a 6% air traffic cut as staffing trends improve.
Narrativ-Update Dec 14

JBLU: Technology-Driven Merchandising Shift Will Support Gradual Margin Recovery

Analysts have modestly raised their JetBlue Airways price target to $5 from $4, reflecting slightly stronger expectations for revenue growth and profit margins, even as they apply a marginally higher discount rate and a lower future P E multiple amid a broader, technology driven shift in U S airline merchandising. Analyst Commentary Bullish analysts frame the modest price target increase as a sign that JetBlue is beginning to stabilize fundamentals after a period of operational and cost volatility.
Analyseartikel Oct 31

JetBlue Airways Corporation (NASDAQ:JBLU) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

JetBlue Airways Corporation ( NASDAQ:JBLU ) shareholders are probably feeling a little disappointed, since its shares...
Narrativ-Update Oct 18

Rebounding Leisure Travel And Network Optimization Will Create Lasting Momentum

JetBlue Airways’ price target has been raised by analysts from $4 to $5 per share, citing an improving industry outlook and anticipated benefits from ongoing technology-driven changes within the U.S. airline sector. Analyst Commentary Industry analysts have recently weighed in on JetBlue Airways, offering updated perspectives that reflect both opportunities and risks for the carrier as trends in the U.S. airline sector evolve.
Narrativ-Update Oct 04

Rebounding Leisure Travel And Network Optimization Will Create Lasting Momentum

JetBlue Airways' analyst price target has been raised from $4 to $5 as analysts cite ongoing industry transformation and improvements in the airline's strategic positioning. Analyst Commentary Recent analysis on JetBlue Airways reflects both increased optimism and lingering caution among industry experts.
Narrativ-Update Sep 09

Rebounding Leisure Travel And Network Optimization Will Create Lasting Momentum

Analysts modestly raised JetBlue's price target to $4.42 amid improved Q2 results and positive near-term guidance, but maintained cautious sentiment given sector uncertainties and steady revenue growth forecasts. Analyst Commentary Bullish analysts cited JetBlue's improved Q2 2025 results and positive guidance for Q3 and FY25 as a basis for increased price targets.
Analyseartikel Aug 31

Subdued Growth No Barrier To JetBlue Airways Corporation (NASDAQ:JBLU) With Shares Advancing 25%

JetBlue Airways Corporation ( NASDAQ:JBLU ) shareholders would be excited to see that the share price has had a great...
Analyseartikel Aug 01

Earnings Update: JetBlue Airways Corporation (NASDAQ:JBLU) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

JetBlue Airways Corporation ( NASDAQ:JBLU ) investors will be delighted, with the company turning in some strong...
Analyseartikel May 23

There's Reason For Concern Over JetBlue Airways Corporation's (NASDAQ:JBLU) Massive 34% Price Jump

Those holding JetBlue Airways Corporation ( NASDAQ:JBLU ) shares would be relieved that the share price has rebounded...
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Neues Narrativ May 05

Northeast Setbacks And Engine Woes Will Spur 42% Liquidity Boost

JetBlue faces revenue and margin pressures due to weakening demand and operational challenges, affecting financial performance.
Seeking Alpha Apr 09

JetBlue: Harmful Downturn (Rating Downgrade)

Summary JetBlue Airways should follow Delta Air Lines in lowering earnings estimates when reporting Q1 results in a few weeks. The airline faces additional risk in failing to return to profits and needing through 2027 to fully implement the JetForward plan for up to $900 million in EBIT improvements. The stock should be watched from the sidelines due to the failure of the company to turn around the business heading into a potential recession. Read the full article on Seeking Alpha
Analyseartikel Mar 21

Some Confidence Is Lacking In JetBlue Airways Corporation (NASDAQ:JBLU) As Shares Slide 29%

The JetBlue Airways Corporation ( NASDAQ:JBLU ) share price has fared very poorly over the last month, falling by a...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Joanna Geraghty im Vergleich zu den Einnahmen von JetBlue Airways verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

-US$713m

Dec 31 2025US$5mUS$700k

-US$602m

Sep 30 2025n/an/a

-US$469m

Jun 30 2025n/an/a

-US$386m

Mar 31 2025n/an/a

-US$287m

Dec 31 2024US$7mUS$695k

-US$795m

Sep 30 2024n/an/a

-US$854m

Jun 30 2024n/an/a

-US$947m

Mar 31 2024n/an/a

-US$834m

Dec 31 2023US$9mUS$648k

-US$310m

Sep 30 2023n/an/a

-US$183m

Jun 30 2023n/an/a

US$27m

Mar 31 2023n/an/a

-US$299m

Dec 31 2022US$2mUS$620k

-US$362m

Sep 30 2022n/an/a

-US$515m

Jun 30 2022n/an/a

-US$442m

Mar 31 2022n/an/a

-US$190m

Dec 31 2021US$2mUS$537k

-US$182m

Sep 30 2021n/an/a

-US$426m

Jun 30 2021n/an/a

-US$949m

Mar 31 2021n/an/a

-US$1b

Dec 31 2020US$1mUS$393k

-US$1b

Sep 30 2020n/an/a

-US$820m

Jun 30 2020n/an/a

-US$240m

Mar 31 2020n/an/a

US$259m

Dec 31 2019US$2mUS$536k

US$569m

Vergütung im Vergleich zum Markt: JoannaDie Gesamtvergütung ($USD5.19M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD5.14M).

Entschädigung vs. Einkommen: JoannaDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Joanna Geraghty (53 yo)

2.4yrs
Amtszeit
US$5,191,318
Vergütung

Ms. Joanna L. Geraghty serves as an Independent Director of L3Harris Technologies, Inc. since May 9, 2022. She serves as a Director at The Partnership for New York City, Inc. She has been Chief Executive O...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Joanna Geraghty
CEO & Director2.4yrsUS$5.19m0.19%
$ 4.2m
Martin St. George
President2.4yrsUS$3.92m0.033%
$ 739.9k
Ursula Hurley
Chief Financial Officer5.1yrsUS$3.80m0.078%
$ 1.7m
Warren Christie
Chief Operating Officer2.4yrsUS$2.90m0.063%
$ 1.4m
Carol Clements
Chief Digital & Technology Officer5.3yrsUS$2.28m0.050%
$ 1.1m
Dawn Southerton
VP, Controller2.6yrskeine Daten0%
$ 0
Koosh Patel
Director of Investor Relationsno datakeine Datenkeine Daten
Eileen McCarthy
General Counsel & Corporate Secretary1.9yrskeine Daten0.0097%
$ 217.2k
Doug McGraw
Chief Communications Officer8.3yrskeine Datenkeine Daten
Stephanie Greene
Senior VP of Marketing & Brand1.1yrskeine Datenkeine Daten
Tracy Lawlor
Chief People Officer2.3yrskeine Datenkeine Daten
Robert Land
Senior VP of Government Affairs & Associate General Counselno datakeine Datenkeine Daten
2.4yrs
Durchschnittliche Betriebszugehörigkeit
58yo
Durchschnittliches Alter

Erfahrenes Management: JBLUDas Führungsteam des Unternehmens gilt als erfahren (2.4 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Joanna Geraghty
CEO & Director2.5yrsUS$5.19m0.19%
$ 4.2m
Peter Boneparth
Independent Chairman17.6yrsUS$342.21k0.036%
$ 797.5k
Monte Ford
Independent Director5.5yrsUS$226.18k0.018%
$ 406.3k
Robert Leduc
Independent Director6.2yrsUS$270.83k0.0097%
$ 217.5k
Ellen Jewett
Independent Director15yrsUS$266.32k0.022%
$ 486.7k
Teri McClure
Independent Director7yrsUS$251.14k0.011%
$ 257.1k
Thomas Winkelmann
Independent Director13.2yrsUS$256.75k0%
$ 0
Sarah O'Hagan
Independent Director7.9yrsUS$234.52k0.013%
$ 285.1k
Jesse Lynn
Independent Director2.2yrsUS$250.74k0.0059%
$ 133.0k
Vivek Sharma
Independent Director6.7yrsUS$233.95k0.0095%
$ 213.7k
Steven Miller
Independent Director2.2yrsUS$248.78k0.0059%
$ 133.0k
Nikhil Mittal
Independent Director3.9yrsUS$249.38k0.037%
$ 834.0k
6.4yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter

Erfahrener Vorstand: JBLUDie Vorstandsmitglieder gelten als erfahren (6.4 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/05 12:48
Aktienkurs zum Tagesende2026/07/02 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

JetBlue Airways Corporation wird von 28 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
John StaszakArgus Research Company
Brandon OglenskiBarclays
David FintzenBarclays