JetBlue Airways Gestione
Criteri Gestione verificati 4/4
JetBlue Airways Il CEO è Joanna Geraghty, nominato in Feb2024, e ha un mandato di 2.33 anni. la retribuzione annua totale è $ 5.19M, composta da 13.5% di stipendio e 86.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.16% delle azioni della società, per un valore di $ 3.23M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.3 anni e 6.3 anni.
Informazioni chiave
Joanna Geraghty
Amministratore delegato
US$5.2m
Compenso totale
| Percentuale dello stipendio del CEO | 13.48% |
| Mandato del CEO | 2.3yrs |
| Proprietà del CEO | 0.2% |
| Durata media del management | 2.3yrs |
| Durata media del Consiglio di amministrazione | 6.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Seeking Alpha • Apr 20
JetBlue: A Risky Bet In A Fragile Sky
Summary JetBlue Airways Corporation remains a Sell due to persistent margin pressure, high debt, and macroeconomic sensitivity despite a turnaround plan. Recent fuel price spikes have severely impacted JBLU’s margin outlook, with Q1 fuel costs far exceeding prior guidance and threatening 2026 profitability. Even excluding fuel volatility, JBLU’s capital intensity, negative margins, and volatile demand make long-term margin recovery uncertain. JBLU's valuation is not compelling versus peers, and while M&A could offer upside, risk-reward remains unattractive given structural and executional headwinds. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Nuova narrazione • 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 AlphaArticolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$713m |
| Dec 31 2025 | US$5m | US$700k | -US$602m |
| Sep 30 2025 | n/a | n/a | -US$469m |
| Jun 30 2025 | n/a | n/a | -US$386m |
| Mar 31 2025 | n/a | n/a | -US$287m |
| Dec 31 2024 | US$7m | US$695k | -US$795m |
| Sep 30 2024 | n/a | n/a | -US$854m |
| Jun 30 2024 | n/a | n/a | -US$947m |
| Mar 31 2024 | n/a | n/a | -US$834m |
| Dec 31 2023 | US$9m | US$648k | -US$310m |
| Sep 30 2023 | n/a | n/a | -US$183m |
| Jun 30 2023 | n/a | n/a | US$27m |
| Mar 31 2023 | n/a | n/a | -US$299m |
| Dec 31 2022 | US$2m | US$620k | -US$362m |
| Sep 30 2022 | n/a | n/a | -US$515m |
| Jun 30 2022 | n/a | n/a | -US$442m |
| Mar 31 2022 | n/a | n/a | -US$190m |
| Dec 31 2021 | US$2m | US$537k | -US$182m |
| Sep 30 2021 | n/a | n/a | -US$426m |
| Jun 30 2021 | n/a | n/a | -US$949m |
| Mar 31 2021 | n/a | n/a | -US$1b |
| Dec 31 2020 | US$1m | US$393k | -US$1b |
| Sep 30 2020 | n/a | n/a | -US$820m |
| Jun 30 2020 | n/a | n/a | -US$240m |
| Mar 31 2020 | n/a | n/a | US$259m |
| Dec 31 2019 | US$2m | US$536k | US$569m |
Compensazione vs Mercato: La retribuzione totale di Joanna ($USD 5.19M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.34M ).
Compensazione vs guadagni: La retribuzione di Joanna è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Joanna Geraghty (53 yo)
2.3yrs
Mandato
US$5,191,318
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.3yrs | US$5.19m | 0.16% $ 3.2m | |
| President | 2.3yrs | US$3.92m | 0.033% $ 672.3k | |
| Chief Financial Officer | 5yrs | US$3.80m | 0.078% $ 1.6m | |
| Chief Operating Officer | 2.3yrs | US$2.90m | 0.063% $ 1.3m | |
| Chief Digital & Technology Officer | 5.2yrs | US$2.28m | 0.050% $ 1.0m | |
| VP, Controller | 2.5yrs | Nessun dato | 0% $ 0 | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel & Corporate Secretary | 1.8yrs | Nessun dato | 0.0097% $ 197.4k | |
| Chief Communications Officer | 8.3yrs | Nessun dato | Nessun dato | |
| Senior VP of Marketing & Brand | 1yr | Nessun dato | Nessun dato | |
| Chief People Officer | 2.3yrs | Nessun dato | Nessun dato | |
| Senior VP of Government Affairs & Associate General Counsel | no data | Nessun dato | Nessun dato |
2.3yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di JBLU è considerato esperto (durata media dell'incarico 2.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 2.4yrs | US$5.19m | 0.16% $ 3.2m | |
| Independent Chairman | 17.5yrs | US$342.21k | 0.036% $ 724.6k | |
| Independent Director | 5.4yrs | US$226.18k | 0.018% $ 369.1k | |
| Independent Director | 6.1yrs | US$270.83k | 0.0097% $ 197.6k | |
| Independent Director | 14.9yrs | US$266.32k | 0.022% $ 442.2k | |
| Independent Director | 6.9yrs | US$251.14k | 0.011% $ 233.6k | |
| Independent Director | 13.1yrs | US$256.75k | 0% $ 0 | |
| Independent Director | 7.8yrs | US$234.52k | 0.013% $ 259.0k | |
| Independent Director | 2.1yrs | US$250.74k | 0.0059% $ 120.9k | |
| Independent Director | 6.6yrs | US$233.95k | 0.018% $ 369.1k | |
| Independent Director | 2.1yrs | US$248.78k | 0.0059% $ 120.9k | |
| Independent Director | 3.8yrs | US$249.38k | 0.037% $ 757.8k |
6.3yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di JBLU sono considerati esperti (durata media dell'incarico 6.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/01 08:40 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
JetBlue Airways Corporation è coperta da 30 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| David Fintzen | Barclays |