JetBlue Airways Future Growth
Future criteria checks 0/6
JetBlue Airways is forecast to grow earnings and revenue by 66.6% and 7.8% per annum respectively. EPS is expected to grow by 67.2% per annum. Return on equity is forecast to be -22.6% in 3 years.
Key information
66.6%
Earnings growth rate
67.18%
EPS growth rate
| Airlines earnings growth | 14.6% |
| Revenue growth rate | 7.8% |
| Future return on equity | -22.59% |
| Analyst coverage | Good |
| Last updated | 06 May 2026 |
Recent future growth updates
Recent updates
Narrative 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.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
Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.Narrative 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.
Narrative 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.Narrative 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.Narrative 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.Analysis Article • 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...Narrative 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.Narrative 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.Narrative 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...New Narrative • 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 AlphaAnalysis Article • 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 AlphaEarnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 11,501 | 62 | 219 | 1,127 | 8 |
| 12/31/2027 | 10,821 | -238 | -307 | 507 | 14 |
| 12/31/2026 | 10,083 | -907 | -1,004 | -79 | 14 |
| 3/31/2026 | 9,162 | -713 | -1,164 | -88 | N/A |
| 12/31/2025 | 9,062 | -602 | -1,216 | -94 | N/A |
| 9/30/2025 | 9,095 | -469 | -1,354 | -160 | N/A |
| 6/30/2025 | 9,138 | -386 | -1,245 | -47 | N/A |
| 3/31/2025 | 9,210 | -287 | -1,286 | 54 | N/A |
| 12/31/2024 | 9,279 | -795 | -1,475 | 144 | N/A |
| 9/30/2024 | 9,327 | -854 | -1,560 | 75 | N/A |
| 6/30/2024 | 9,315 | -947 | -1,739 | -73 | N/A |
| 3/31/2024 | 9,496 | -834 | -1,301 | 199 | N/A |
| 12/31/2023 | 9,615 | -310 | -806 | 400 | N/A |
| 9/30/2023 | 9,705 | -183 | -553 | 544 | N/A |
| 6/30/2023 | 9,914 | 27 | -298 | 743 | N/A |
| 3/31/2023 | 9,750 | -299 | -424 | 537 | N/A |
| 12/31/2022 | 9,158 | -362 | -544 | 379 | N/A |
| 9/30/2022 | 8,577 | -515 | -583 | 208 | N/A |
| 6/30/2022 | 7,986 | -442 | -511 | 283 | N/A |
| 3/31/2022 | 7,040 | -190 | 800 | 1,712 | N/A |
| 12/31/2021 | 6,037 | -182 | 647 | 1,642 | N/A |
| 9/30/2021 | 4,865 | -426 | 297 | 1,295 | N/A |
| 6/30/2021 | 3,386 | -949 | -145 | 752 | N/A |
| 3/31/2021 | 2,102 | -1,333 | -1,271 | -630 | N/A |
| 12/31/2020 | 2,957 | -1,354 | -1,474 | -683 | N/A |
| 9/30/2020 | 4,326 | -820 | -1,047 | 28 | N/A |
| 6/30/2020 | 5,920 | -240 | -416 | 704 | N/A |
| 3/31/2020 | 7,811 | 259 | -206 | 1,153 | N/A |
| 12/31/2019 | 8,094 | 569 | N/A | 1,449 | N/A |
| 9/30/2019 | 8,031 | 578 | N/A | 1,474 | N/A |
| 6/30/2019 | 7,953 | 441 | N/A | 1,446 | N/A |
| 3/31/2019 | 7,775 | 141 | N/A | 1,130 | N/A |
| 12/31/2018 | 7,658 | 189 | N/A | 1,200 | N/A |
| 9/30/2018 | 7,448 | 674 | N/A | 1,254 | N/A |
| 6/30/2018 | 7,257 | 805 | N/A | 1,246 | N/A |
| 3/31/2018 | 7,166 | 1,133 | N/A | 1,454 | N/A |
| 12/31/2017 | 7,012 | 1,140 | N/A | 1,379 | N/A |
| 9/30/2017 | 6,895 | 642 | N/A | 1,381 | N/A |
| 6/30/2017 | 6,809 | 660 | N/A | 1,497 | N/A |
| 3/31/2017 | 6,616 | 634 | N/A | 1,479 | N/A |
| 12/31/2016 | 6,584 | 727 | N/A | 1,632 | N/A |
| 9/30/2016 | 6,585 | 777 | N/A | 1,621 | N/A |
| 6/30/2016 | 6,541 | 776 | N/A | 1,715 | N/A |
| 3/31/2016 | 6,509 | 747 | N/A | 1,655 | N/A |
| 12/31/2015 | 6,416 | 677 | N/A | 1,598 | N/A |
| 9/30/2015 | 6,268 | 575 | N/A | 1,482 | N/A |
| 6/30/2015 | 6,110 | 456 | N/A | 1,261 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: JBLU is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: JBLU is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: JBLU is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: JBLU's revenue (7.8% per year) is forecast to grow slower than the US market (11.4% per year).
High Growth Revenue: JBLU's revenue (7.8% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: JBLU is forecast to be unprofitable in 3 years.
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 22:33 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
JetBlue Airways Corporation is covered by 30 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Brandon Oglenski | Barclays |
| David Fintzen | Barclays |