The earnings call highlighted several positive developments, such as improved operational performance, the Blue Sky collaboration with United, and strong financial management. However, challenges like weather disruptions, a difficult macroeconomic environment, and expected revenue declines balanced the positive achievements.

Company Guidance -

Q3 2025

In the second quarter of 2025, JetBlue Airways exceeded guidance across key metrics, despite a challenging macroeconomic environment, achieving a modest operating profit. The airline's Net Promoter Score (NPS) rose by double digits year-over-year, reflecting significant improvements in customer satisfaction. JetBlue's collaboration with United Airlines, dubbed Blue Sky, is projected to contribute an incremental $50 million in EBIT by 2027, enhancing the airline's JetForward EBIT target to a range of $850 million to $950 million. Operational enhancements led to a 3-point improvement in on-time performance and a 0.5-point increase in completion factor, delivering approximately $15 million in incremental EBIT in the first half of 2025. Additionally, network optimization yielded $15 million in incremental EBIT, while product and perk enhancements generated $35 million. Cost transformation initiatives produced $25 million in EBIT, marking the seventh consecutive quarter of cost outperformance. Overall, JetBlue realized $180 million in JetForward EBIT by mid-2025, with expectations to reach $290 million by year-end.

Improved Operational Performance

JetBlue achieved a completion factor of 99.6% and improved on-time performance by 3 points year-over-year, contributing to increased customer satisfaction and Net Promoter Score.

Blue Sky Collaboration with United Airlines

The collaboration is expected to contribute an incremental $50 million in EBIT through 2027, increasing JetForward EBIT target to $850 million to $950 million through 2027.

Strong Financial Management

JetBlue maintained liquidity at $3.4 billion and achieved a modest operating profit in the second quarter, with a revised fleet plan enabling sustainable and capital-efficient growth.

Recognition for Customer Satisfaction

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

Strong Demand and Revenue Management

Close-in bookings increased 7% year-over-year, and premium cabin and loyalty revenues showed resilience, with premium unit revenues up mid-single digits and loyalty remunerations up 9%.

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.