JetBlue posts bigger-than-expected Q4 loss
Overview
U.S. airline's Q4 2025 operating revenue fell 1.5% yr/yr
Adjusted loss per share for Q4 missed analyst expectations
JetForward initiative contributed $305 mln to EBIT in 2025
Outlook
JetBlue targets $850-$950 mln incremental EBIT from JetForward by 2027
Company expects 2026 RASM growth of 2.0% - 5.0% year-over-year
JetBlue sees 2026 adjusted operating margin at breakeven or better
Result Drivers
JETFORWARD INITIATIVE - JetForward contributed $305 mln to EBIT, exceeding expectations and driving operational improvements
CUSTOMER SATISFACTION - Net Promoter Score increased eight points yr/yr, reflecting improved customer satisfaction
FORT LAUDERDALE STRATEGY - Strategic capacity additions in Fort Lauderdale outperformed expectations, regaining position as largest airline
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Operating Revenue |
| $2.24 bln |
|
Q4 Adjusted EPS | Miss | -$0.49 | -$0.45 (14 Analysts) |
Q4 Operating Expenses |
| $2.34 bln |
|
Q4 Operating Margin |
| -4.50% |
|
Analyst Coverage
The current average analyst rating on the shares is "sell" and the breakdown of recommendations is no "strong buy" or "buy", 10 "hold" and 7 "sell" or "strong sell"
The average consensus recommendation for the airlines peer group is "buy."
Wall Street's median 12-month price target for JetBlue Airways Corp is $4.00, about 21.3% below its January 26 closing price of $5.08
Press Release: ID:nBw2Q2mcya
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