JetBlue Airways Corporation (JBLU)

JetBlue's stock price has experienced significant volatility and a downward trend over the past six months. The share price declined by approximately 31.08% from January 13, 2025, to January 9, 2026, and was down about 33% year-to-date as of September 12, 2025. The overall stock price decreased by -35.99% in the past year. Key events impacting JBLU's stock price include Q2 2025 earnings where JetBlue withdrew its full-year guidance due to macroeconomic uncertainty. The CEO warned that weak travel demand would hurt profitability, leading to flight cuts and other measures. Strong summer travel demand led to revised third-quarter guidance. Q3 2025 earnings reported a narrower-than-expected loss, but still a net loss. Q4 2025 operational disruptions were caused by an FAA emergency order and Hurricane Melissa. JetBlue completed software updates following an FAA airworthiness directive.

Demand for JetBlue's products and services exhibits seasonality, with strong performance during peak travel periods. Summer travel demand in 2025 was stronger than anticipated. Demand stabilized and accelerated as the second quarter of 2025 progressed. JetBlue also experiences softness in off-peak demand, and there has been a widening gap between peak and off-peak performance. In late 2025, the company faced weakening pricing power and softening US domestic leisure demand due to persistent inflation.

JetBlue Airways Corporation is a low-cost American carrier in the Industrials sector, specifically the Transportation industry, including both Domestic and International Airlines. Founded in 1998 and commencing operations in February 2000, it is headquartered in Long Island City, New York. The company's core business is air transportation, offering passenger and baggage services across a vast network. JetBlue's major products and services include air transportation using Airbus A220, A320, A321, and Embraer E190 aircraft. JetBlue Vacations bundles airfare with accommodations and rentals. Mint® is JetBlue's premium cabin product. Paisly is a travel product subsidiary that distributes non-flight ancillaries. TrueBlue is the company's frequent-flyer loyalty program. JetBlue operates airport lounges and JetBlue Technology Ventures invests in early-stage startups.

JetBlue Airways operates a broad network of domestic and international routes, serving over 100 cities. Its geographic footprint primarily covers destinations across the United States, Latin America, the Caribbean, Canada, and Europe. The airline maintains six focus cities: Boston, Fort Lauderdale, New York–JFK, Orlando, Los Angeles, and San Juan.

JetBlue has received recognition for its premium services while also facing challenges to its overall customer satisfaction. JetBlue was ranked the top airline for first/business class customer satisfaction in the J.D. Power 2025 North America Airline Satisfaction Study. Forbes recognized JetBlue in 2025/2026 on lists such as America's Best Companies. JetBlue's Net Promoter Score (NPS) is -10, indicating more detractors than promoters. The federal court's ruling to block JetBlue's proposed acquisition of Spirit Airlines negatively impacted the company's long-term strategy.

Approximately 83.71% of JetBlue Airways' stock is owned by institutional investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Dimensional Fund Advisors LP, State Street Corp., D. E. Shaw & Co., Inc., Icahn Carl C., and Geode Capital Management, Llc. Prominent individual shareholders include Robin Hayes, Joanna Geraghty, Brandon Nelson, David Neeleman, George Soros, and Lufthansa A. G. Deutsche.