Company / Finance

JetBlue Airways Corporation

JBLU · NASDAQ

JetBlue reported 2025 revenue of $9.06 billion and Q1 2026 revenue of $2.24 billion. The thesis turns on whether the airline can restore operating profitability, control capex and improve cash conversion while fuel, labor, fleet and demand risks remain material.

Latest ReportMay 20, 2026JetBlue: airline turnaround depends on losses, liquidity and capex disciplineView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

JetBlue: airline turnaround depends on losses, liquidity and capex discipline

JetBlue reported 2025 revenue of $9.06 billion and Q1 2026 revenue of $2.24 billion. The thesis turns on whether the airline can restore operating profitability, control capex and improve cash conversion while fuel, labor, fleet and demand risks remain material.

May 20, 2026Research reportSlides available
JetBlue Airways Corporationairline turnaround depends on losses, liquidity and capex discipMay 20, 2026
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JetBlue: airline turnaround depends on losses, liquidity and capex disciplineJetBlue reported 2025 revenue of $9.06 billion and Q1 2026 revenue of $2.24 billion. The thesis turns on whether the airline can restore operating profitability, control capex and improve cash conversion while fuel, labor, fleet and demand risks remain material.NASDAQMay 20, 2026Research reportReadSlides