JetBlue Airways Corporation

NasdaqGS:JBLU Aktierapport

Börsvärde: US$1.8b

JetBlue Airways Förvaltning

Förvaltning kriterier kontrolleras 4/4

JetBlue Airways VD är Joanna Geraghty, utsedd i Feb 2024, har en mandatperiod på 2.33 år. totala årliga ersättningen är $ 5.19M, bestående av 13.5% lön 86.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.19% av företagets aktier, värda $ 3.33M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 6.3 år.

Viktig information

Joanna Geraghty

Verkställande direktör

US$5.2m

Total ersättning

VD-lön i procent13.48%
Anställning som VD2.3yrs
Ägande av VD0.2%
Ledningens genomsnittliga anställningstid2.3yrs
Styrelsens genomsnittliga mandatperiod6.3yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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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Ny berättelse 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
Analysartikel 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...

Analys av ersättningar till VD

Hur har Joanna Geraghty:s ersättning förändrats jämfört med JetBlue Airways:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Joanna s total kompensation ($USD 5.19M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 5.30M ).

Ersättning vs inkomst: Ersättningen från Joanna har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Joanna Geraghty (53 yo)

2.3yrs
Anställning
US$5,191,318
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Joanna Geraghty
CEO & Director2.3yrsUS$5.19m0.19%
$ 3.3m
Martin St. George
President2.3yrsUS$3.92m0.033%
$ 585.1k
Ursula Hurley
Chief Financial Officer5yrsUS$3.80m0.078%
$ 1.4m
Warren Christie
Chief Operating Officer2.3yrsUS$2.90m0.063%
$ 1.1m
Carol Clements
Chief Digital & Technology Officer5.2yrsUS$2.28m0.050%
$ 884.9k
Dawn Southerton
VP, Controller2.5yrsinga uppgifter0%
$ 0
Koosh Patel
Director of Investor Relationsno datainga uppgifteringa uppgifter
Eileen McCarthy
General Counsel & Corporate Secretary1.8yrsinga uppgifter0.0097%
$ 171.8k
Doug McGraw
Chief Communications Officer8.3yrsinga uppgifteringa uppgifter
Stephanie Greene
Senior VP of Marketing & Brand1yringa uppgifteringa uppgifter
Tracy Lawlor
Chief People Officer2.3yrsinga uppgifteringa uppgifter
Robert Land
Senior VP of Government Affairs & Associate General Counselno datainga uppgifteringa uppgifter
2.3yrs
Genomsnittlig anställningstid
58yo
Genomsnittlig ålder

Erfaren ledning: JBLU s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Joanna Geraghty
CEO & Director2.4yrsUS$5.19m0.19%
$ 3.3m
Peter Boneparth
Independent Chairman17.5yrsUS$342.21k0.036%
$ 630.6k
Monte Ford
Independent Director5.4yrsUS$226.18k0.018%
$ 321.2k
Robert Leduc
Independent Director6.1yrsUS$270.83k0.0097%
$ 171.9k
Ellen Jewett
Independent Director14.9yrsUS$266.32k0.022%
$ 384.8k
Teri McClure
Independent Director6.9yrsUS$251.14k0.011%
$ 203.3k
Thomas Winkelmann
Independent Director13.1yrsUS$256.75k0%
$ 0
Sarah O'Hagan
Independent Director7.8yrsUS$234.52k0.013%
$ 225.4k
Jesse Lynn
Independent Director2.1yrsUS$250.74k0.0059%
$ 105.2k
Vivek Sharma
Independent Director6.6yrsUS$233.95k0.0095%
$ 168.9k
Steven Miller
Independent Director2.1yrsUS$248.78k0.0059%
$ 105.2k
Nikhil Mittal
Independent Director3.8yrsUS$249.38k0.037%
$ 659.4k
6.3yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder

Erfaren styrelse: JBLU s styrelse anses vara erfaren ( 6.3 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/09 05:50
Aktiekurs vid dagens slut2026/06/09 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

JetBlue Airways Corporation bevakas av 28 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
John StaszakArgus Research Company
Brandon OglenskiBarclays
David FintzenBarclays