JetBlue Airways Corporation

NasdaqGS:JBLU 주식 리포트

시가총액: US$1.8b

JetBlue Airways 과거 순이익 실적

과거 기준 점검 0/6

JetBlue Airways은 연평균 0.7%의 비율로 수입이 증가해 온 반면, Airlines 산업은 연평균 45.9%의 비율로 증가했습니다. 매출은 연평균 12.7%의 비율로 증가했습니다.

핵심 정보

0.67%

순이익 성장률

6.05%

주당순이익(EPS) 성장률

Airlines 산업 성장률0.092%
매출 성장률12.70%
자기자본이익률-39.39%
순이익률-7.78%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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 Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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
분석 기사 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...
Seeking Alpha Jan 27

My Boldest Bet On JetBlue: Why I Own OTM Calls Ahead Of FY24 Earnings

Summary I believe the Street is significantly underestimating the financial improvements of JetBlue Airways Corporation's JetForward strategy. I'm projecting Q1 and FY 2025 guidance will beat expectations, driven by JetForward's early success, with the December update already reflecting operational and financial improvements from this turnaround plan. I expect higher revenue and margins in 2025 coming from initiatives like preferred seating fees, revamped premium options, Blue Basic baggage policy changes, and network route optimizations. I hold call options on JBLU stock, both short and mid-term, betting on the company's turnaround strategy and potential to exceed the Street's expectations for FY 2025. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

JetBlue Airways가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:JBLU 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 269,162-7133070
31 Dec 259,062-6023050
30 Sep 259,095-4693080
30 Jun 259,138-3863110
31 Mar 259,210-2873210
31 Dec 249,279-7953280
30 Sep 249,327-8543240
30 Jun 249,315-9473230
31 Mar 249,496-8343170
31 Dec 239,615-3103160
30 Sep 239,705-1833100
30 Jun 239,914273110
31 Mar 239,750-2993080
31 Dec 229,158-3622890
30 Sep 228,577-5152690
30 Jun 227,986-4422480
31 Mar 227,040-1902170
31 Dec 216,037-1821830
30 Sep 214,865-4261560
30 Jun 213,386-9491200
31 Mar 212,102-1,333800
31 Dec 202,957-1,3541100
30 Sep 204,326-8201590
30 Jun 205,920-2402090
31 Mar 207,8112592770
31 Dec 198,0945692900
30 Sep 198,0315782950
30 Jun 197,9534412930
31 Mar 197,7751412930
31 Dec 187,6581892940
30 Sep 187,4486742870
30 Jun 187,2578052840
31 Mar 187,1661,1332770
31 Dec 177,0121,1402710
30 Sep 176,8956422600
30 Jun 176,8096602510
31 Mar 176,6166342560
31 Dec 166,5847272630
30 Sep 166,5857772620
30 Jun 166,5417762710
31 Mar 166,5097472680
31 Dec 156,4166772640
30 Sep 156,2685752480
30 Jun 156,1104562380

양질의 수익: JBLU 은(는) 현재 수익성이 없습니다.

이익 마진 증가: JBLU는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: JBLU는 수익성이 없지만 지난 5년 동안 연평균 0.7%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 JBLU의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: JBLU은 수익성이 없어 지난 해 수익 성장률을 Airlines 업계(17.2%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: JBLU는 현재 수익성이 없으므로 자본 수익률이 음수(-39.39%)입니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 01:41
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

JetBlue Airways Corporation는 30명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John StaszakArgus Research Company
Brandon OglenskiBarclays
David FintzenBarclays