JetBlue's earnings call highlighted significant progress in its JetForward initiative, operational improvements, and strategic partnerships, particularly with United Airlines. While the company faced macroeconomic challenges and operational disruptions, the positive developments in customer satisfaction, revenue initiatives, and cost management indicate a strong trajectory towards growth and profitability.

Company Guidance -

Q3 2025

During the JetBlue Airways Second Quarter 2025 Earnings Conference Call, JetBlue provided guidance for the third quarter and full year 2025, setting targets for long-term financial performance and operational improvements. The company aims to achieve an EBIT range of $850 million to $950 million by 2027, driven by initiatives such as the Blue Sky collaboration with United Airlines, expected to contribute $50 million in EBIT by 2027. JetBlue also reported achieving $180 million in EBIT to date, with a target of $290 million by year-end. The company highlighted improvements in customer satisfaction metrics, including a double-digit year-over-year increase in Net Promoter Score, and operational performance, such as a 3-point improvement in on-time performance and a 0.5-point increase in completion factor. Additionally, JetBlue anticipates capacity growth starting in 2026 due to an improved forecast for aircraft on the ground, which will support a more favorable unit cost trajectory. The airline maintained its cost guidance for 2025, expecting CASM ex-fuel to be up 5% to 7% year-over-year, despite capacity reductions.

JetForward Progress and EBIT Growth

JetBlue's JetForward initiative resulted in $180 million EBIT achieved to date, with a target of $290 million by year-end. This was supported by improvements in operations, network adjustments, and product enhancements.

Blue Sky Collaboration with United Airlines

JetBlue introduced Blue Sky, a collaboration with United Airlines, expected to contribute an incremental $50 million in EBIT through 2027 and increase JetForward EBIT target to $850 million to $950 million.

Operational Improvements and Customer Satisfaction

JetBlue's on-time performance improved by 3 points year-over-year, and Net Promoter Score increased double digits, contributing $15 million in EBIT.

Recognition by J.D. Power

JetBlue was recognized as the top airline for first and business class customer satisfaction in the 2025 North America Airline Satisfaction Study.

Improved Aircraft on Ground (AOG) Forecast

JetBlue's forecast for aircraft on the ground due to Pratt & Whitney GTF issue improved, allowing for capacity growth starting in 2026.

JetBlue Airways (JBLU) Earnings, Revenues Date & History

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JBLU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	-0.53 / -	-0.16	―	―	―
Jul 29, 2025	2025 (Q2)	-0.32 / -0.16	0.08	-300.00% (-0.24)
Apr 29, 2025	2025 (Q1)	-0.63 / -0.59	-0.43	-37.21% (-0.16)
Jan 28, 2025	2024 (Q4)	-0.29 / -0.21	-0.19	-10.53% (-0.02)
Oct 29, 2024	2024 (Q3)	-0.21 / -0.16	-0.39	58.97% (+0.23)
Jul 30, 2024	2024 (Q2)	-0.10 / 0.08	0.45	-82.22% (-0.37)
Apr 23, 2024	2024 (Q1)	-0.52 / -0.43	-0.34	-26.47% (-0.09)
Jan 30, 2024	2023 (Q4)	-0.27 / -0.19	0.22	-186.36% (-0.41)
Oct 31, 2023	2023 (Q3)	-0.25 / -0.39	0.21	-285.71% (-0.60)
Aug 01, 2023	2023 (Q2)	0.45 / 0.45	-0.47	195.74% (+0.92)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JBLU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$4.36	$4.65	+6.65%
Apr 29, 2025	$4.07	$4.18	+2.70%
Jan 28, 2025	$8.09	$6.01	-25.71%
Oct 29, 2024	$7.32	$6.07	-17.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.