JetBlue Airways 株価情報 (NASDAQ: JBLU)

JetBlue Airways (NASDAQ:JBLU) 株価情報

JetBlue Airways

JetBlue Airways Corp is a low-cost airline that offers high-quality service, including assigned seating and in-flight entertainment. It served approximately 100 destinations in the United States, the Caribbean and Latin America, Canada, and England. The company currently operates Airbus A321, Airbus A320, Airbus A321neo, and Embraer E190 aircraft types. The company has one operating segment, Air Transportation Services, which provides services in the United States, the Caribbean, Latin America, Canada, and Europe. The majority of revenue is generated from the Domestic & Canada segment.

Earnings

Equities

News

Pre-Market Outlook

Markets

Trading Ideas

JBLU

投資家の恐怖指数が向上250ポイントの大幅上昇を記録

JetBlue Airways Corporation - Common Stock

JetBlue Airways Corp

Carl Icahn Raises Stake It JetBlue Airways From ~17.27M Shares To ~33.62M Shares

Across the recent three months, 7 analysts have shared their insights on JetBlue Airways (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>), expressing a variety of opinions spanning from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">1</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $4.21, a high estimate of $5.00, and a low estimate of $3.00. A decline of 25.62% from the prior average price target is evident in the current average. 
<img src="https://www.benzinga.com/files/images/story/2025/1747335635_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The analysis of recent analyst actions sheds light on the perception of JetBlue Airways by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Stephen Trent</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$5.00</td>
<td>$4.25</td>
</tr>
<tr>
<td>Stephen Trent</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$4.25</td>
<td>$7.15</td>
</tr>
<tr>
<td>Brandon Oglenski</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$4.00</td>
<td>$7.00</td>
</tr>
<tr>
<td>Thomas Wadewitz</td>
<td>UBS</td>
<td>Lowers</td>
<td>Sell</td>
<td>$3.00</td>
<td>$5.00</td>
</tr>
<tr>
<td>Savanthi Syth</td>
<td>Raymond James</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$5.00</td>
<td>$5.00</td>
</tr>
<tr>
<td>Christopher Stathoulopoulos</td>
<td>Susquehanna</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$4.00</td>
<td>$6.00</td>
</tr>
<tr>
<td>Andrew Didora</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Underperform</td>
<td>$4.25</td>
<td>$5.25</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to JetBlue Airways. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of JetBlue Airways compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of JetBlue Airways's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of JetBlue Airways's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/JBLU/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on JetBlue Airways analyst ratings.</a>
If you are interested in following small-cap stock news and performance <a href="https://www.benzinga.com/news/small-cap?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">you can start by tracking it here</a>.
<h2>About JetBlue Airways</h2>
JetBlue Airways Corp is a low-cost airline that offers high-quality service, including assigned seating and in-flight entertainment. It served approximately 100 destinations in the United States, the Caribbean and Latin America, Canada, and England. The company currently operates Airbus A321, Airbus A320, Airbus A321neo, and Embraer E190 aircraft types. The company has one operating segment, Air Transportation Services, which provides services in the United States, the Caribbean, Latin America, Canada, and Europe. The majority of revenue is generated from the Domestic &amp; Canada segment.
<h3>JetBlue Airways: Financial Performance Dissected</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Decline in Revenue: Over the 3M period, JetBlue Airways faced challenges, resulting in a decline of approximately -3.12% in revenue growth as of 31 March, 2025. This signifies a reduction in the company's top-line earnings. When compared to others in the Industrials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: JetBlue Airways's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -9.72%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): JetBlue Airways's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of -8.18%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): JetBlue Airways's ROA stands out, surpassing industry averages. With an impressive ROA of -1.23%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: JetBlue Airways's debt-to-equity ratio stands notably higher than the industry average, reaching 3.85. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

What 7 Analyst Ratings Have To Say About JetBlue Airways

Raymond James analyst Savanthi Syth downgrades JetBlue Airways (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) from Outperform to Market Perform.

Downgrades

Raymond James Downgrades JetBlue Airways to Market Perform

The Federal Aviation Administration (FAA) is reportedly considering reducing the number of flights operating out of New Jersey's Newark Airport.
What Happened: The agency is set to meet with officials from several U.S. airlines to discuss scaling back flights out of Newark following disruptions caused by equipment malfunctions as well as staff shortages, CNBC reported <a href="https://www.cnbc.com/2025/05/11/newark-airport-flight-cuts-ahead-after-wee.html">on</a> Sunday.
"What you see in Newark is going to happen in other places across the country. It needs to be fixed," U.S. Transportation Secretary Sean Duffy said, according to the report.
Equipment outages caused air traffic controllers to lose communication as well as flight monitoring capabilities for over 90 seconds last month. There were also delays to over 1,000 flights due to equipment failures, the report suggests. The event also led to several staff members going on leave.
Questions have been raised over the aging air traffic infrastructure, which could reportedly cost over $31 billion to revamp, as well as more hiring of air traffic controllers, the report said.
"In ideal weather, with full staffing and with perfectly functioning technology, the FAA tells us that the airport (Newark) can only handle 77 flights per hour. And yet, the FAA regularly approves schedules of 80+ flights per hour almost every day between 3:00 pm and 8:00 p.m.," United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) CEO Scott Kirby told employees in a note, according to the report.
Why It Matters: The news comes in as the U.S. aviation industry is dealing with a difficult quarter, as analysts have<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/45020724/airlines-face-significant-pressure-analysts-adjust-expectations-after-q1-results"> reset price targets </a>for several U.S. airlines following quarterly results.
American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) recently announced it was <a href="https://www.benzinga.com/25/04/44982328/american-airlines-flies-into-uncertainty-q1-revenue-miss-2025-outlook-pulled-but-debt-plan-on-track?_gl=1&#x2A;1yry3sk&#x2A;_gcl_au&#x2A;NTM5OTQ2NTE5LjE3NDcwMjQyNzY.&#x2A;_ga&#x2A;R1MyLjEuczE3NDcwMzM3NzAkbzIkZzEkdDE3NDcwMzM3NzAkajAkbDAkaDA.&#x2A;_ga_V7ZK73W7N0&#x2A;czE3NDcwMzM1MzkkbzMkZzEkdDE3NDcwMzQyNzAkajAkbDAkaDA.">pulling its 2025 outlook </a>as the airline's operating revenue declined slightly to $12.55 billion, a 0.15% YoY decline.
Elsewhere, JetBlue Airways Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) is reportedly in talks with United Airlines over a <a href="https://www.benzinga.com/25/04/45093263/jetblue-in-talks-with-united-airlines-over-possible-partnership-report">possible partnership</a> between the two companies.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/04/45035715/airbus-finalizes-deal-with-spirit-to-take-over-assets-paving-way-for-boeing-acquisition">Airbus Finalizes Deal With Spirit To Take Over Assets, Paving Way For Boeing Acquisition</a></li>
</ul>
Photo: Synthetic Messiah/Shutterstock

Politics

Travel

General

FAA Mulls Cutting Flights At Newark Airport Amid Staffing Woes And Equipment Failures: Report

WIIM

Shares of airline stocks are higher. The Trump administration has reportedly proposed its new air traffic control system plans.

<a href="https://www.youtube.com/watch?v=WElDJC0Q_kQ" title="https://www.youtube.com/watch?v=WElDJC0Q_kQ">https://www.youtube.com/watch?v=WElDJC0Q_kQ</a>

Macro Economic Events

Global

Economics

ULCC

President Trump Says Now In Market To Buy Brand New Air Traffic Control System; Going Out To Bid Very Soon; ATC System Would Cover Entire World

President Trump Says Will Talk Soon With Heads Of Airlines

Citigroup analyst Stephen Trent maintains JetBlue Airways (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) with a Neutral and raises the price target from $4.25 to $5.

Price Target

Citigroup Maintains Neutral on JetBlue Airways, Raises Price Target to $5

SKY Leasing ("SKY"), a leading aviation investment manager, and&nbsp;JetBlue Airways (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) today announced that SKY has acquired JetBlue Ventures, JetBlue's venture capital subsidiary. This transaction will usher in the next era of growth for JetBlue Ventures, with expanded opportunities to support founders and scale game-changing technologies by leveraging SKY's deep industry relationships, global reach, and access to capital. JetBlue will continue to serve as a strategic partner to JetBlue Ventures and its portfolio companies.

Sky Leasing Acquires JetBlue Ventures, Opening Doors for Aviation Innovation and Growth

The past weekend was a rollercoaster ride for the business world, with a particular focus on the electric vehicle (EV) giant,&nbsp;Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). From criticism of Tesla&#8217;s robotaxi economics to insider stock sales, the EV industry was abuzz with news. Meanwhile,&nbsp;Ford Motor Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) reported a surge in sales, and&nbsp;JetBlue Airways Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) is reportedly in talks with United Airlines.
Here&#8217;s a quick recap of the top stories.
Jim Chanos Criticizes Tesla&#8217;s Robotaxi Economics
Prominent short seller Jim Chanos took a jab at Tesla&#8217;s robotaxi economic projections, labeling them as &#8220;ridiculous.&#8221; Chanos pointed out several overlooked cost factors, including &#8220;dead miles,&#8221; high commercial auto insurance costs, and cleaning expenses.
<a href="https://www.benzinga.com/markets/equities/25/04/45096101/short-seller-jim-chanos-slams-tesla-robotaxi-economics-as-ridiculous-citing-dead-miles-insurance-costs-and-cleaning-expenses">Read the full article here.</a>
Tesla Chairwoman Continues Insider Stock Sales
Tesla board member Joe Gebbia made headlines with a $1 million insider stock purchase, the company&#8217;s first insider buy in years. This comes just before Chairwoman Robyn Denholm&#8217;s planned stock sale, continuing a pattern of exercising Tesla options and selling off common shares.
<a href="https://www.benzinga.com/news/management/25/04/45108729/tesla-chairwoman-files-to-sell-more-stock-continuing-pattern-of-insider-sales-at-ev-giant">Read the full article here.</a>
See Also:&nbsp;<a href="https://benzinga.com/25/04/44935272/tesla-reports-q1-after-the-bell-68-expect-the-company-to-miss-analysts-estimates" target="_blank" rel="noreferrer noopener">Will Tesla Beat The Street? 68% Expect Something Markets May Not Be Ready For</a>
Ford Reports 16% Sales Growth in April
Ford CEO Jim Farley announced a 16% increase in sales in April, ahead of the company&#8217;s earnings call with investors. Farley attributed the surge to the positive response from customers to their &#8220;From America, For America&#8221; offer of employee pricing.
<a href="https://www.benzinga.com/markets/25/05/45160044/jim-farley-says-ford-sales-grew-16-in-april-ahead-of-earnings-call-customers-have-really-responded-to-our">Read the full article here.</a>
Tesla Board Explored Replacing Elon Musk As CEO
Reports emerged that Tesla&#8217;s board had been considering a successor to CEO Elon Musk following significant financial setbacks. However, both Musk and Chair Robyn Denholm have denied these reports.
<a href="https://www.benzinga.com/markets/25/04/45124373/tesla-board-explored-replacing-elon-musk-as-tesla-ceo-a-month-ago-report">Read the full article here.</a>
JetBlue In Talks With United Airlines Over Possible Partnership
JetBlue is reportedly in discussions with United Airlines Holdings Inc. over a potential partnership. This comes after talks of an alliance with American Airlines Group fell through in 2023.
<a href="https://www.benzinga.com/25/04/45093263/jetblue-in-talks-with-united-airlines-over-possible-partnership-report">Read the full article here.</a>
Read Next:
<ul>
<li><a href="https://benzinga.com/25/04/45001024/trump-administration-announces-exemptions-for-autonomous-driving-companies-in-the-us-eases-self-driving-crash-report-requirements" target="_blank" rel="noreferrer noopener">Tesla&#8217;s Robotaxi Rollout Gets Timely Boost: Trump Administration Announces Exemptions For Autonomous Driving Companies</a></li>
</ul>
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/ananya-gairola" target="_blank" rel="noreferrer noopener">Ananya Gairola</a>
Photo Courtesy: Ian Dewar Photography On Shutterstock.com

Short Sellers

Tech

Media

TSLA

Tesla Board Denies Considering Elon Musk Replacement, Ford Reports 16% Sales Growth In April And More: This Week In Mobility

<a href="https://www.reuters.com/business/world-at-work/jetblues-plan-domestic-partnership-faces-union-backlash-2025-05-01/" title="https://www.reuters.com/business/world-at-work/jetblues-plan-domestic-partnership-faces-union-backlash-2025-05-01/">https://www.reuters.com/business/world-at-work/jetblues-plan-domestic-partnership-faces-union-backlash-2025-05-01/</a>

Management

'Jetblue's Plan For Domestic Partnership Faces Union Backlash' - Reuters Exclusive

<a href="https://www.youtube.com/watch?v=EG2bv8Cjg28">https://www.youtube.com/watch?v=EG2bv8Cjg28</a>
&nbsp;

U.S. Transportation Secretary Duffy Says Trump Administration Will Release Its Plan Next Week On How To Fix Air Traffic Infrastructure

JetBlue Airways Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) is reportedly in talks with United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>) over a partnership between the two companies.
What Happened: The New York-based airline is seeking partnerships with other airlines in the U.S. after talks of an alliance with American Airlines Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) fell through in 2023. However, the partnership with United will be different, sources told Reuters on Wednesday.
Sources in the report suggest the partnership will focus on increased connectivity as well as more opportunities for customers to utilize frequent flier miles, but won't coordinate on schedules and pricing.
Interestingly, JetBlue President Marty St. George shared with investors that the airline was negotiating partnerships with other airlines during the company's earnings call.
"We are looking at and we're talking to multiple airlines about domestic partnerships. I think we're getting very close to making announcement, expect to make the announcement this quarter," St. George said.
Why It Matters: News of the possible negotiations comes in as JetBlue has been battling <a href="https://www.benzinga.com/news/earnings/25/04/45070298/jetblue-warns-of-weak-travel-demand-pulls-2025-outlook">a difficult quarter</a>, with the airline sharing at the earnings call that its revenue was down 3.1% YoY and capacity fell 4.3% compared to the last quarter.
"We expect softened demand for off-peak travel to continue into the second quarter, where the booking curve is more exposed to macro uncertainty and deteriorating consumer confidence," St. George said in the call.
JetBlue was<a href="https://www.benzinga.com/general/travel/25/01/42791291/jetblue-fined-2-million-for-chronic-flight-delays-delta-united-rank-among-most-on-time-airlines"> fined $2 million </a>earlier this year by the U.S. Government's Department of Transportation (DOT) for multiple "chronically delayed flights."
The company was <a href="https://www.benzinga.com/general/travel/25/04/44671680/which-us-airline-is-facing-the-strongest-industry-tailwinds">also exploring a possible acquisition </a>of budget air travel company Spirit Airlines (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SAVEQ#OTC">SAVEQ</a>), but talks fell through between the two companies.
Price Action: JBLU is currently trading at $4.18 on the NASDAQ, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro data</a>.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/04/45035715/airbus-finalizes-deal-with-spirit-to-take-over-assets-paving-way-for-boeing-acquisition">Airbus Finalizes Deal With Spirit To Take Over Assets, Paving Way For Boeing Acquisition</a></li>
</ul>
Image Via Shutterstock

SAVEQ

JetBlue In Talks With United Airlines Over Possible Partnership: Report

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>LUV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/02/25</td>
<td>$27.50</td>
<td>$43.5K</td>
<td>597</td>
<td>2.1K</td>
</tr>
<tr>
<td>JBLU</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$3.50</td>
<td>$38.8K</td>
<td>8.5K</td>
<td>1.4K</td>
</tr>
<tr>
<td>GEO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/02/25</td>
<td>$32.50</td>
<td>$25.0K</td>
<td>39</td>
<td>1.0K</td>
</tr>
<tr>
<td>KBR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$60.00</td>
<td>$28.0K</td>
<td>518</td>
<td>976</td>
</tr>
<tr>
<td>ACHR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$15.00</td>
<td>$39.9K</td>
<td>15.9K</td>
<td>642</td>
</tr>
<tr>
<td>GE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$220.00</td>
<td>$98.5K</td>
<td>357</td>
<td>537</td>
</tr>
<tr>
<td>CSX</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$27.50</td>
<td>$40.0K</td>
<td>1.4K</td>
<td>500</td>
</tr>
<tr>
<td>CAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$390.00</td>
<td>$95.7K</td>
<td>992</td>
<td>421</td>
</tr>
<tr>
<td>LUNR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$12.50</td>
<td>$37.0K</td>
<td>3.0K</td>
<td>359</td>
</tr>
<tr>
<td>WCC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$170.00</td>
<td>$55.1K</td>
<td>80</td>
<td>345</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding LUV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>), we observe a call option sweep with bullish sentiment. It expires in 3 day(s) on May 2, 2025. Parties traded 990 contract(s) at a $27.50 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $43.5K, with a price of $44.0 per contract. There were 597 open contracts at this strike prior to today, and today 2128 contract(s) were bought and sold. 
• For JBLU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>), we notice a put option sweep that happens to be bearish, expiring in 262 day(s) on January 16, 2026. This event was a transfer of 658 contract(s) at a $3.50 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $38.8K, with a price of $59.0 per contract. There were 8502 open contracts at this strike prior to today, and today 1419 contract(s) were bought and sold. 
• For GEO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on May 2, 2025. This event was a transfer of 500 contract(s) at a $32.50 strike. This particular call needed to be split into 39 different trades to become filled. The total cost received by the writing party (or parties) was $25.0K, with a price of $50.0 per contract. There were 39 open contracts at this strike prior to today, and today 1008 contract(s) were bought and sold. 
• Regarding KBR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KBR#NYSE">KBR</a>), we observe a call option sweep with bearish sentiment. It expires in 17 day(s) on May 16, 2025. Parties traded 926 contract(s) at a $60.00 strike. This particular call needed to be split into 53 different trades to become filled. The total cost received by the writing party (or parties) was $28.0K, with a price of $30.0 per contract. There were 518 open contracts at this strike prior to today, and today 976 contract(s) were bought and sold. 
• For ACHR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>), we notice a call option sweep that happens to be bullish, expiring in 262 day(s) on January 16, 2026. This event was a transfer of 487 contract(s) at a $15.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $39.9K, with a price of $82.0 per contract. There were 15954 open contracts at this strike prior to today, and today 642 contract(s) were bought and sold. 
• Regarding GE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>), we observe a put option sweep with bullish sentiment. It expires in 52 day(s) on June 20, 2025. Parties traded 48 contract(s) at a $220.00 strike. This particular put needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $98.5K, with a price of $2072.0 per contract. There were 357 open contracts at this strike prior to today, and today 537 contract(s) were bought and sold. 
• For CSX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>), we notice a put option trade that happens to be bearish, expiring in 143 day(s) on September 19, 2025. This event was a transfer of 250 contract(s) at a $27.50 strike. The total cost received by the writing party (or parties) was $40.0K, with a price of $160.0 per contract. There were 1429 open contracts at this strike prior to today, and today 500 contract(s) were bought and sold. 
• Regarding CAT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), we observe a call option trade with neutral sentiment. It expires in 143 day(s) on September 19, 2025. Parties traded 420 contract(s) at a $390.00 strike. The total cost received by the writing party (or parties) was $95.7K, with a price of $228.0 per contract. There were 992 open contracts at this strike prior to today, and today 421 contract(s) were bought and sold. 
• For LUNR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>), we notice a call option trade that happens to be bearish, expiring in 262 day(s) on January 16, 2026. This event was a transfer of 233 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $37.0K, with a price of $159.0 per contract. There were 3022 open contracts at this strike prior to today, and today 359 contract(s) were bought and sold. 
• Regarding WCC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WCC#NYSE">WCC</a>), we observe a call option sweep with bearish sentiment. It expires in 17 day(s) on May 16, 2025. Parties traded 89 contract(s) at a $170.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $55.1K, with a price of $620.0 per contract. There were 80 open contracts at this strike prior to today, and today 345 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ACHR

LUNR

10 Industrials Stocks Whale Activity In Today's Session

JetBlue Airways Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) shares slipped Tuesday after posting mixed <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b45062405/jetblue-announces-first-quarter-2025-results" rel="noreferrer noopener">first-quarter 2025 results</a>.
The airline reported an adjusted loss of 59 cents per share, narrower than the <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">expected 61 cents loss</a> but wider than last year&#8217;s 43 cents loss. Revenue of $2.14 billion was down 3.1% year over year, just missing the $2.15 billion consensus.
In the first quarter of 2025, JetBlue&#8217;s capacity declined 4.3% year over year, while operating expenses fell 21% year over year to $2.3 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/44671680" rel="noreferrer noopener">Which US Airline Faces The Strongest Industry Tailwinds?</a>
Operating revenue per ASM increased by 1.3% YoY, Operating expense per available seat mile (CASM) declined 17.4% YoY, CASM ex-fuel rose 8.3%, and average fuel price was $2.57 per gallon.
JetBlue&#8217;s premium, international, and loyalty segments remain strong under its JetForward strategy. Premium RASM outpaced core RASM, transatlantic RASM rose 28% despite reduced capacity, and loyalty revenue grew 9% year-over-year.
JetBlue ended the quarter with $3.8 billion in liquidity—41% of trailing 12-month revenue, excluding an undrawn $600 million credit facility.
The operating margin for the quarter improved 24.4 points to (8.2)%, and the adjusted operating margin fell to (8.2%) from (7.1)% a year ago.
JetBlue ended the quarter with $2.97 billion in cash and equivalents.
&#8220;In the first quarter we saw booking strength from January deteriorate into February and worsen into March,&#8221; said Marty St. George, JetBlue&#8217;s president.
&#8220;We expect softened demand for off-peak travel to continue into the second quarter, where the booking curve is more exposed to macro uncertainty and deteriorating consumer confidence. That said, we are committed to our JetForward plan and are encouraged by the resiliency of premium, international, and loyalty revenues &#8211; core components of our long-term strategy,&#8221; added Marty.
JetBlue advanced its JetForward strategy in the first quarter with improved reliability, driving a four-point A14 gain and double-digit NPS growth, saving ~0.75 pts in CASM ex-fuel. Northeast BlueCities showed strong margins, while new product perks and a premium co-branded credit card exceeded expectations. Cost initiatives continued, focused on tech efficiencies and fuel optimization.
Guidance Q2: JetBlue anticipates that in the second quarter of 2025, available seat miles (ASM) are expected to decline (3.5%) – (0.5%) year over year. RASM is predicted to be down (7.5%) &#8211; (3.5%) for the second quarter.
CASM ex-fuel is expected to grow 6.5% &#8211; 8.5%, and Fuel Price per Gallon is estimated to be between $2.25 &#8211; $2.40 for the quarter.
JetBlue anticipates a CapEx of $400 million in Q2 and roughly $1.30 billion in 2025
&#8220;As we continue to monitor the evolving macro backdrop, we are evaluating all levers available to us to boost profitability and preserve cash, including additional capacity reductions, targeted cost savings, and further evaluation of our fleet retirement schedule. Given the macroeconomic uncertainty, we are not re-affirming our prior full-year guidance,&#8221; commented Joanna Geraghty, JetBlue&#8217;s chief executive officer.
Price Action: JBLU shares are trading lower by 3.32% at $3.94 at the last check on Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/04/45067312/paypal-earnings-beat-but-slower-spending-and-checkout-use-weigh-on-results" target="_blank" rel="noreferrer noopener">PayPal Earnings Beat, But Slower Spending And Checkout Use Weigh On Results</a></li>
</ul>
Photo by Coby Wayne via Shutterstock

Guidance

Movers

JetBlue Warns Of Weak Travel Demand, Pulls 2025 Outlook

Outlook
"In the first quarter we saw booking strength from January deteriorate into February and worsen into March," said Marty St. George, JetBlue's president. "We expect softened demand for off-peak travel to continue into the second quarter, where the booking curve is more exposed to macro uncertainty and deteriorating consumer confidence. That said, we are committed to our JetForward plan and are encouraged by the resiliency of premium, international, and loyalty revenues - core components of our long-term strategy."
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Second Quarter and Full Year 2025 Outlook</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Estimated 2Q 2025</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">Estimated FY 2025</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Available Seat Miles ("ASMs") Year-Over-Year</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">(3.5%) - (0.5%)</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">-</td>
</tr>
<tr>
<td colspan="1" rowspan="1">RASM Year-Over-Year</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">(7.5%) - (3.5%)</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">-</td>
</tr>
<tr>
<td colspan="1" rowspan="1">CASM Ex-Fuel (1), (2) Year-Over-Year</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">6.5% - 8.5%</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">-</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Fuel Price per Gallon (3), (4)</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">$2.25 - $2.40</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">-</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Interest Expense</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">-</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">~$600 million</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Capital Expenditures</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">~$400 million</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">~$1.3 billion</td>
</tr>
</tbody>
</table>
</figure>

JetBlue Expects Q2 2025 Available Seat Miles Year-Over-Year Decline Of (3.5%)-(0.5%)

JetBlue Airways Q1 2025 Adj. EPS $(0.59) Beats $(0.61) Estimate, Sales $2.14B Miss $2.15B Estimate

ACGL

AEYE

AMSF

APAM

ARCB

ARCC

ASTE

ASTL

ATRC

BBIO

BBVA

BGFV

BKNG

BRSP

CECO

CHCT

CLVT

CSGP

CVLT

DHIL

ENSG

ENVA

ESRT

ETWO

EXLS

FELE

FFIC

FIBK

FICO

FOUR

FRSH

FRST

FSLR

FYBR

HLMN

HOUS

HRZN

HSBC

HURN

ILPT

INCY

INTZ

JAKK

JBGS

KNSA

LFUS

LGIH

Laboratory Corporation Of America Holdings

LOGI

LXFR

Earnings Scheduled For April 29, 2025

JetBlue Airways (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) is preparing to release its quarterly earnings on Tuesday, 2025-04-29. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect JetBlue Airways to report an earnings per share (EPS) of $-0.62.
Investors in JetBlue Airways are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Overview of Past Earnings</h3>
In the previous earnings release, the company beat EPS by $0.09, leading to a 1.5% increase in the share price the following trading session.
Here's a look at JetBlue Airways's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>-0.30</td>
<td>-0.25</td>
<td>-0.11</td>
<td>-0.52</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>-0.21</td>
<td>-0.16</td>
<td>0.08</td>
<td>-0.43</td>
</tr>
<tr>
<td>Price Change %</td>
<td>1.0%</td>
<td>-7.000000000000001%</td>
<td>-4.0%</td>
<td>-3.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745866977_0.png" alt="eps graph" />
<h3>Market Performance of JetBlue Airways's Stock</h3>
Shares of JetBlue Airways were trading at $3.88 as of April 25. Over the last 52-week period, shares are down 28.7%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<h3>Analyst Insights on JetBlue Airways</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on JetBlue Airways.
Analysts have provided JetBlue Airways with 8 ratings, resulting in a consensus rating of Neutral. The average one-year price target stands at $4.44, suggesting a potential 14.43% upside.
<h3>Comparing Ratings with Competitors</h3>
The analysis below examines the analyst ratings and average 1-year price targets of Allegiant Travel, Frontier Group Holdings and Sun Country Airlines, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for Allegiant Travel, with an average 1-year price target of $64.43, suggesting a potential 1560.57% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Frontier Group Holdings, with an average 1-year price target of $7.02, suggesting a potential 80.93% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Sun Country Airlines, with an average 1-year price target of $14.5, suggesting a potential 273.71% upside.</li>
</ul>
<h3>Comprehensive Peer Analysis Summary</h3>
The peer analysis summary provides a snapshot of key metrics for Allegiant Travel, Frontier Group Holdings and Sun Country Airlines, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>JetBlue Airways</td>
<td>Neutral</td>
<td>-2.06%</td>
<td>$426M</td>
<td>-1.67%</td>
</tr>
<tr>
<td>Allegiant Travel</td>
<td>Neutral</td>
<td>2.73%</td>
<td>$115.95M</td>
<td>-18.10%</td>
</tr>
<tr>
<td>Frontier Group Holdings</td>
<td>Neutral</td>
<td>12.46%</td>
<td>$83M</td>
<td>9.19%</td>
</tr>
<tr>
<td>Sun Country Airlines</td>
<td>Neutral</td>
<td>6.05%</td>
<td>$58.63M</td>
<td>2.39%</td>
</tr>
</tbody>
</table>

Key Takeaway:
JetBlue Airways ranks at the bottom for Revenue Growth among its peers. It is also at the bottom for Gross Profit. However, it is in the middle for Return on Equity.
<h3>About JetBlue Airways</h3>
JetBlue Airways Corp is a low-cost airline that offers high-quality service, including assigned seating and in-flight entertainment. It served approximately 100 destinations in the United States, the Caribbean and Latin America, Canada, and England. The company currently operates Airbus A321, Airbus A320, Airbus A321neo, and Embraer E190 aircraft types. The company has one operating segment, Air Transportation Services, which provides services in the United States, the Caribbean, Latin America, Canada, and Europe. The majority of revenue is generated from the Domestic &amp; Canada segment.
<h3>JetBlue Airways's Financial Performance</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Challenges: JetBlue Airways's revenue growth over 3 months faced difficulties. As of 31 December, 2024, the company experienced a decline of approximately -2.06%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Net Margin: JetBlue Airways's net margin excels beyond industry benchmarks, reaching -1.93%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): JetBlue Airways's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of -1.67%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): JetBlue Airways's ROA excels beyond industry benchmarks, reaching -0.26%. This signifies efficient management of assets and strong financial health.
Debt Management: JetBlue Airways's debt-to-equity ratio surpasses industry norms, standing at 3.46. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<a href="https://www.benzinga.com/quote/JBLU/earnings">To track all earnings releases for JetBlue Airways visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

JetBlue Airways's Earnings Outlook

ADNT

AENT

APTV

ATAT

BABA

BROS

BYON

CANG

CAVA

CLEU

COLA

CROX

DECK

DKNG

DOGZ

ELYS

EVGO

FEDU

FIVE

GENI

GOLF

GROV

HLLY

HSAI

HTHT

IRBT

LAUR

LULU

NCLH

PENN

PSNYW

RVLV

SAVE

SBET

SPWH

TCOM

TSCO

ULTA

WKSP

WRBY

Select Sector SPDR-Consumer Discretionary

XPOF

Shares of companies in the broader consumer discretionary sector are trading higher after President Trump indicated tariffs against China will be lowered and trade tensions may de-escalate. Tariff concerns have weighed on the sector this year due to their expected impact on consumer spending.

Press Releases

JetBlue Expands Fort Lauderdale Service with Two Nonstop Routes

JetBlue Announces Webcast of First Quarter 2025 Earnings Conference Call

JetBlue Announces Leadership Appointments in Airports and Loyalty

JetBlue Adds Redemption Benefits to Japan Airlines Partnership

JetBlue Announces First Quarter 2025 Results

JetBlue Adds Coastal Charm with New Flights to Wilmington and Norfolk Taking Off Today

SKY Leasing Announces Acquisition of JetBlue Ventures

JetBlue Appoints Vijay Raman Vice President, Sales and Revenue Management

JetBlue Awarded Best Airline for First/Business Class Customer Satisfaction by J.D. Power

JetBlue Runs on Dunkin'® With New Special Livery

American Airlines Group, Inc. - Common Stock

American Airlines Group

Allegiant Travel

Alaska Air Gr

Azul S.A. American Depositary Shares (each representing three preferred shares)

Azul

Blade Air Mobility, Inc. - Class A Common Stock

Blade Air Mobility

Copa Holdings

Delta Air Lines

flyExclusive

Joby Aviation

Jet AI

LATAM Airlines Group S.A. American Depositary Shares (each representing two thousand (2,000) shares of Common Stock)

LATAM Airlines Group

Southwest Airlines

Mesa Air Gr

Ryanair Holdings plc - American Depositary Shares, each representing five Ordinary Shares

Comments

JetBlue Airways

ニュース

パートナーシップ

ベンジンガ・グローバル