JETBLUE AIRWAYS CORP(JBLU)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,050 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
JBLU Stock Analysis & AI Quality Score
AI stock analysis and institutional research for JETBLUE AIRWAYS CORP (JBLU), a Industrials sector company. 13F Pro's AI-powered ranking engine scores JBLU at 37.6/100 on a 32-signal composite quality model, placing it at rank #2,050 of 2,879 stocks — the bottom half of the AI-ranked universe. JBLU scores in the top quartile across revenue scale (85.7). Areas of concern include free cash flow (19.1) and balance sheet strength (24.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), JETBLUE AIRWAYS CORP reports quarterly revenue of $2.2B, net income of $-319.0M, free cash flow of $-6.0M. Top institutional holders of JBLU by reported 13-F value include BlackRock,, ICAHN CARL C, OAKTREE CAPITAL MANAGEMENT, based on the most recent SEC filings. JBLU trades on the Nasdaq exchange and files with the SEC under CIK 1158463. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JBLU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for JETBLUE AIRWAYS CORP directly from SEC EDGAR. JETBLUE AIRWAYS CORP's 13F Pro composite quality score has ranged between 8 and 59 since 2021, currently 37.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$2.2B
Net Income
Q1 2026
$-319.0M
Free Cash Flow
Q1 2026
$-6.0M
ROIC
Q1 2026
-2.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-2.3% YoYNet Income
+24.3% YoYOperating Income
+46.2% YoYEPS (Diluted)
+27.8% YoYTotal Assets
-1.6% YoYTotal Debt
+3.8% YoYOp. Cash Flow
-165.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $9.06B -2.3% | $9.28B -3.5% | $9.62B +5.0% | $9.16B +51.7% | $6.04B +104.2% | $2.96B |
| Net Income | $-602.0M +24.3% | $-795.0M -156.5% | $-310.0M +14.4% | $-362.0M -98.9% | $-182.0M +86.6% | $-1.35B |
| Operating Income | $-368.0M +46.2% | $-684.0M -197.4% | $-230.0M +22.8% | $-298.0M -272.5% | $-80.0M +95.3% | $-1.71B |
| EPS (Diluted) | $-1.66 +27.8% | $-2.30 -147.3% | $-0.93 +17.0% | $-1.12 -96.5% | $-0.57 +88.3% | $-4.88 |
| Total Assets | $16.57B -1.6% | $16.84B +21.6% | $13.85B +6.2% | $13.04B -4.4% | $13.64B +1.8% | $13.41B |
| Total Debt | $9.27B +3.8% | $8.93B +77.8% | $5.02B +19.6% | $4.20B -3.6% | $4.36B -17.0% | $5.25B |
| Operating Cash Flow | $-94.0M -165.3% | $144.0M -64.0% | $400.0M +5.5% | $379.0M -76.9% | $1.64B +340.4% | $-683.0M |
AI Insight: JBLU Financial Trends
JetBlue's losses are deepening sharply — net loss widened to $319M in Q1 2026, the worst in the dataset, while equity has eroded 33% from Q2 2024 levels.
• Net loss deteriorated from -$44M in Q4 2024 to -$319M in Q1 2026, marking six consecutive quarters of losses.
• Revenue declined from $2,428M in Q2 2024 to $2,240M in Q1 2026, a roughly 8% contraction over two years.
• Total debt rose from $5,655M in Q2 2024 to $9,169M in Q1 2026, a $3.5B increase, while equity fell from $2,697M to $1,810M.
• Operating cash flow has been negative in five of the last eight quarters, with Q1 2026 a rare positive at $120M.
⚠ Equity has eroded from $2,697M to $1,810M over eight quarters — continued losses risk book insolvency within a few years.
⚠ Operating loss deepened to -$224M in Q1 2026 from -$174M in Q1 2025, signaling no year-over-year operational improvement.
⚠ Debt jumped $671M quarter-over-quarter to $9,169M in Q1 2026 — monitor refinancing risk and covenant headroom closely.
AI Insight: JBLU Ratio Trends
JetBlue's Q1 2026 metrics hit cycle lows across every dimension, with ROE collapsing to -70.5% and D/E surging to 5.07x.
• Operating margin deteriorated from -4.5% in Q4 2025 to -10.0% in Q1 2026, the worst quarterly reading in the dataset.
• D/E ratio has nearly doubled from 2.10x in Q2 2024 to 5.07x in Q1 2026, signaling rapidly rising leverage.
• ROIC swung from a modest +2.7% in Q2 2024 to -8.2% in Q1 2026, destroying capital at an accelerating rate.
• Net profit margin of -14.2% in Q1 2026 compares unfavorably to the lone positive quarter, Q2 2024 at +1.0%.
⚠ D/E at 5.07x raises refinancing and covenant risk; any revenue softness could pressure liquidity meaningfully.
⚠ Q2 has historically been the strongest seasonal quarter (Q2 2024: OpMargin +2.3%); Q2 2025 recovery to +0.2% was weak — watch Q2 2026 for whether any seasonal lift materializes.
⚠ ROE of -70.5% in Q1 2026 vs. -34.0% a year prior suggests equity base erosion is accelerating — monitor equity cushion.
Get alerted when JBLU's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for JETBLUE AIRWAYS CORP including:
Top Institutional Holders of JBLU
BlackRock, Inc.
$192.5M43,555,419 shICAHN CARL C
$148.6M33,621,735 shOAKTREE CAPITAL MANAGEMENT LP
$94.8M95,093,000 shVANGUARD PORTFOLIO MANAGEMENT LLC
$75.2M17,016,101 shWHITEBOX ADVISORS LLC
$69.6M72,371,000 shDIMENSIONAL FUND ADVISORS LP
$58.0M13,129,869 shVANGUARD CAPITAL MANAGEMENT LLC
$57.1M12,913,754 shSTATE STREET CORP
$56.0M12,677,092 shTWO SIGMA INVESTMENTS, LP
$52.3M11,843,102 shBALYASNY ASSET MANAGEMENT L.P.
$42.2M43,700,000 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $192.5M | 43,555,419 |
| ICAHN CARL C | $148.6M | 33,621,735 |
| OAKTREE CAPITAL MANAGEMENT LP | $94.8M | 95,093,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $75.2M | 17,016,101 |
| WHITEBOX ADVISORS LLC | $69.6M | 72,371,000 |
| DIMENSIONAL FUND ADVISORS LP | $58.0M | 13,129,869 |
| VANGUARD CAPITAL MANAGEMENT LLC | $57.1M | 12,913,754 |
| STATE STREET CORP | $56.0M | 12,677,092 |
| TWO SIGMA INVESTMENTS, LP | $52.3M | 11,843,102 |
| BALYASNY ASSET MANAGEMENT L.P. | $42.2M | 43,700,000 |
More Industrials Companies
View all Industrials →Put JBLU on your watchlist
Track score changes the day JETBLUE AIRWAYS CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is JBLU a good stock to buy?
13F Pro's AI-powered analysis of JETBLUE AIRWAYS CORP (JBLU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for JBLU are available on the JBLU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own JBLU?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling JBLU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of JETBLUE AIRWAYS CORP's investment landscape.