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Dec 31, 2025
JetBlue Q4 2025 Earnings Report
JetBlue reported a net loss of $177 million for Q4 2025.
Key Takeaways
JetBlue ended Q4 2025 with a net loss as revenues slightly declined and expenses rose. The airline continued making progress on its JetForward program, delivering better-than-expected EBIT. Key customer metrics improved year-over-year, and the company is positioning itself for a margin rebound in 2026.
Revenue by Segment
Forward Guidance
JetBlue expects a return to breakeven or better adjusted operating margin in 2026, supported by JetForward initiatives and a favorable industry backdrop.
Positive Outlook
- JetForward expected to deliver $310M additional EBIT in 2026
- RASM guidance: flat to +4% YoY in Q1 2026
- CASM ex-fuel growth projected to slow to 1.0%–3.0% for FY 2026
- Fuel costs expected to decrease to $2.17–$2.37 per gallon in FY 2026
- Strong demand momentum continuing into early 2026
Challenges Ahead
- Continued macroeconomic uncertainty impacting profitability
- Estimated ~$580M interest expense in 2026
- Jet engine availability issues expected to keep some aircraft grounded
- Capital expenditures of ~$900M expected for FY 2026
Historical Earnings Impact
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Avg. Return Before/After Earnings
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