Industry ConsolidationPotential industry capacity consolidation related to Spirit could benefit JetBlue, as it has the second highest overlap with Spirit behind Frontier.
LiquidityJetBlue's liquidity is strong, with the end of 1Q25 liquidity at 42% of TTM revenue, reflecting prudent financial management.
Strategic PartnershipAn alliance with United could boost JetBlue’s unit revenue and provide new passenger feed from a network giant.