)
Overview
<ul>
<li>U.S. airline’s Q4 2025 operating revenue fell 1.5% yr/yr</li>
<li>Adjusted loss per share for Q4 missed analyst expectations</li>
<li>JetForward initiative contributed $305 mln to EBIT in 2025</li>
</ul>
Outlook
<ul>
<li>JetBlue targets $850-$950 mln incremental EBIT from JetForward by 2027</li>
<li>Company expects 2026 RASM growth of 2.0% - 5.0% year-over-year</li>
<li>JetBlue sees 2026 adjusted operating margin at breakeven or better</li>
</ul>
Result Drivers
<ul>
<li>JETFORWARD INITIATIVE - JetForward contributed $305 mln to EBIT, exceeding expectations and driving operational improvements</li>
<li>CUSTOMER SATISFACTION - Net Promoter Score increased eight points yr/yr, reflecting improved customer satisfaction</li>
<li>FORT LAUDERDALE STRATEGY - Strategic capacity additions in Fort Lauderdale outperformed expectations, regaining position as largest airline</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
<h3>Q4 $2.24</h3>
Operatin bln
g
Revenue
Q4 Miss -$0.49 -$0.45
Adjusted (14
EPS Analysts
)
<h3>Q4 $2.34</h3>
Operatin bln
g
Expenses
<h3>Q4 -4.50%</h3>
Operatin
g Margin
Analyst Coverage
<ul>
<li>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”</li>
<li>The average consensus recommendation for the airlines peer group is “buy.”</li>
<li>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</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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JetBlue posts bigger-than-expected Q4 loss