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JetBlue Airways Corp (JBLU)



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Upturn Advisory Summary
03/26/2025: JBLU (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -25.51% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.84B USD | Price to earnings Ratio - | 1Y Target Price 5.94 |
Price to earnings Ratio - | 1Y Target Price 5.94 | ||
Volume (30-day avg) 22252840 | Beta 1.81 | 52 Weeks Range 4.50 - 8.31 | Updated Date 03/31/2025 |
52 Weeks Range 4.50 - 8.31 | Updated Date 03/31/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.3 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -8.57% | Operating Margin (TTM) 0.75% |
Management Effectiveness
Return on Assets (TTM) -0.38% | Return on Equity (TTM) -26.6% |
Valuation
Trailing PE - | Forward PE 56.18 | Enterprise Value 7371135454 | Price to Sales(TTM) 0.2 |
Enterprise Value 7371135454 | Price to Sales(TTM) 0.2 | ||
Enterprise Value to Revenue 0.79 | Enterprise Value to EBITDA 68.25 | Shares Outstanding 353000992 | Shares Floating 316370128 |
Shares Outstanding 353000992 | Shares Floating 316370128 | ||
Percent Insiders 10.41 | Percent Institutions 95.17 |
Analyst Ratings
Rating 2.81 | Target Price 6.25 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 9 | Sell 3 | Strong Sell 2 | |
Strong Sell 2 |
Upturn AI SWOT
JetBlue Airways Corp

Company Overview
History and Background
JetBlue Airways was founded in 1998 by David Neeleman and officially commenced operations in February 2000. It was created with the vision of bringing humanity back to air travel and providing low fares and high-quality service. Significant milestones include rapid expansion in the early 2000s, weathering the financial crisis of 2008, and diversification through offerings like Mint premium service.
Core Business Areas
- Passenger Airline Services: The core of JetBlue's operations, involving scheduled air transportation for passengers across its route network. This includes fare revenue, ancillary revenue (baggage, seat selection, etc.), and TrueBlue loyalty program revenue.
Leadership and Structure
The CEO of JetBlue Airways Corp. is Joanna Geraghty. The organizational structure is typical of a major airline, with departments covering flight operations, customer service, finance, marketing, and technology. It is a publicly traded company, overseen by a Board of Directors.
Top Products and Market Share
Key Offerings
- Core Fares: JetBlue's standard economy fares are the backbone of its revenue. Competitors include all major US airlines. Market share information is within the 'Market Dynamics' section, with overall market share estimates as a percentage of total revenue passenger miles.
- Mint: JetBlue's premium cabin service offering on select routes. It competes with first and business class services on other airlines. Market share information is not publicly reported in isolation for Mint; it is folded into overall passenger revenue.
- TrueBlue Loyalty Program: JetBlue's loyalty program. It has over 25 million members. Main competitors are Delta SkyMiles, United MileagePlus and American Airlines AAdvantage. JetBlue does not report specific revenue generated from TrueBlue sales, and the market share relative to competitor airline loyalty programs is not well defined.
Market Dynamics
Industry Overview
The airline industry is highly competitive and cyclical, subject to factors like fuel prices, economic conditions, and geopolitical events. Consolidation has led to fewer major players. There is intense price competition.
Positioning
JetBlue is positioned as a 'value' airline, offering a higher level of service and amenities than ultra-low-cost carriers (ULCCs) like Spirit or Frontier, while still maintaining competitive fares. It also offers premium transcontinental service (Mint).
Total Addressable Market (TAM)
The global airline industry is valued at trillions. JetBlue's position as a domestic and international carrier allows it to tap into a significant portion of the TAM, focused on leisure and business travelers seeking value and service.
Upturn SWOT Analysis
Strengths
- Strong brand reputation for customer service
- Modern fleet
- Focus on point-to-point routes
- Mint premium service offering
Weaknesses
- Higher operating costs compared to ULCCs
- Limited international presence compared to larger airlines
- Vulnerable to fuel price fluctuations
- Reliance on Northeast and Florida markets
Opportunities
- Expansion into new markets
- Increased ancillary revenue generation
- Strategic alliances and partnerships
- Fleet modernization and fuel efficiency
Threats
- Intense competition from legacy carriers and ULCCs
- Economic downturn and reduced travel demand
- Rising fuel costs
- Geopolitical instability and security concerns
- Labor disputes
Competitors and Market Share
Key Competitors
- DAL
- UAL
- AAL
- LUV
- ALK
- SAVE
- FNT
Competitive Landscape
JetBlue faces a highly competitive landscape. Its strengths lie in its brand image and customer service, but it must contend with the scale and resources of larger legacy carriers and the cost advantages of ULCCs.
Major Acquisitions
Spirit Airlines
- Year: 2024
- Acquisition Price (USD millions): 3800
- Strategic Rationale: The acquisition was for expansion to compete with other airlines, offer more low fares and more route options
Growth Trajectory and Initiatives
Historical Growth: JetBlue has experienced fluctuating growth, influenced by economic cycles, fuel prices, and strategic initiatives. The pandemic significantly impacted growth.
Future Projections: Analyst projections vary widely, but generally factor in expected increases in travel demand, fleet expansion, and cost management initiatives. Specific numerical projections are subject to change.
Recent Initiatives: Recent initiatives include fleet modernization, network expansion (especially to Europe), focus on ancillary revenue, and optimizing the TrueBlue loyalty program.
Summary
JetBlue has a strong brand and is known for customer service, but faces significant challenges. The Spirit acquisition has now been terminated, and JetBlue is now forced to find other ways to grow. Its future success will depend on effectively managing costs, expanding its network, and differentiating itself in the crowded airline industry, while being in a better financial position after the failed merge. JetBlue must improve cost control and strategic partnerships to improve competitive positioning.
Similar Companies
- DAL
- UAL
- AAL
- LUV
- ALK
- SAVE
- FNT
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Industry Reports
- Financial News Outlets
- Market Share Data(Statista)
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data are estimates and may vary. Future performance is subject to various risks and uncertainties.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About JetBlue Airways Corp
Exchange NASDAQ | Headquaters Long Island City, NY, United States | ||
IPO Launch date 2002-04-12 | CEO & Director Ms. Joanna L. Geraghty | ||
Sector Industrials | Industry Airlines | Full time employees 23000 | Website https://www.jetblue.com |
Full time employees 23000 | Website https://www.jetblue.com |
JetBlue Airways Corporation provides air transportation services. The company operates a fleet of Airbus A321, Airbus A220, Airbus A321neo, Airbus A320 Restyled, Airbus A320, Airbus A321 with Mint, Airbus A321neo with Mint, Airbus A321neoLR with Mint, and Embraer E190 aircraft. It also serves 100 destinations across the United States, Latin America, the Caribbean, Canada, and Europe. In addition, it operates airport lounges. The company was incorporated in 1998 and is based in Long Island City, New York.
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