JetBlue Airways Corporation (JBLU)

Over the past six months, JetBlue's stock price has seen fluctuations, with a 15.12% increase in the last six months, but a 9.15% decrease in the past month and a 36.35% decrease over the last 12 months. In October 2025, JetBlue reported a narrower-than-expected adjusted loss of $0.40 per share and launched the "Blue Sky" collaboration with United Airlines. In September 2025, JetBlue expressed optimism about strong air travel demand and announced a partnership with Amazon's Project Kuiper for in-flight Wi-Fi. In June 2025, JetBlue announced plans to accelerate cost cuts due to weaker-than-expected demand. The wind-down of the Northeast Alliance with American Airlines and issues with Pratt & Whitney GTF engines are ongoing factors impacting JetBlue's business.

Demand for JetBlue's services is subject to seasonality, with the fall season being historically challenging. JetBlue has reduced its capacity by nearly 10% during this period to improve performance. Post-COVID, demand peaks and troughs have become more pronounced. Demand remained strong throughout the summer peak and extended into August and through the Labor Day holiday in 2025.

JetBlue Airways Corporation is an American low-cost airline based in Long Island City, New York City, operating within the Industrials sector. It provides air transportation services, offering affordable fares with high-quality service and amenities. Its services include air travel, JetBlue Vacations, Paisly, and the TrueBlue frequent-flyer program. The airline offers in-flight entertainment, Wi-Fi, and a premium service called Mint. JetBlue's fleet consists primarily of Airbus A321, Airbus A320, Airbus A321neo, and Embraer E190 aircraft.

JetBlue serves over 100 destinations across the Americas and Europe, operating in Domestic and Canada, Caribbean and Latin America, and Atlantic segments. The majority of its revenue comes from the Domestic & Canada segment. Key markets include the New York Metropolitan Area, Boston Logan International Airport, Fort Lauderdale-Hollywood International Airport, Orlando International Airport, Los Angeles, and San Juan. JetBlue has expanded to include transatlantic flights to London.

JetBlue's brand reputation has seen positive developments with improved customer satisfaction scores in Q3 2025 and the "Blue Sky" collaboration with United Airlines. The partnership with Amazon's Project Kuiper aims to improve connectivity. Challenges include the winding down of the Northeast Alliance, previous failed merger attempts, cost-cutting measures, and issues with Pratt & Whitney GTF engines.

Hedge funds and other institutional investors collectively own 83.71% of JetBlue's stock. Vanguard Personalized Indexing Management LLC significantly reduced its stake, while Illinois Municipal Retirement Fund and Principal Financial Group Inc. increased their holdings. Allianz Asset Management GmbH decreased its position. Insider ownership is reported at -0.01%, with insider sales recorded in 2024.