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JetBlue Airways 2025 Q2 Earnings Modest Profit Amid Revenue Decline
Generated by AI AgentAinvest Earnings Report Digest
Wednesday, Jul 30, 2025 5:21 am ET2min read
Aime SummaryJetBlue Airways (JBLU) reported its fiscal 2025 Q2 earnings on Jul 29th, 2025. JetBlue reported better-than-expected results, delivering a modest operating profit despite macroeconomic challenges. The airline posted an adjusted net loss of $58 million, or 16 cents per share, beating analyst estimates of a 34-cent loss. JetBlue raised its JetForward EBIT target for 2027 to $950 million, surpassing previous expectations. The company anticipates third-quarter unit revenue to decline between 6% and 2% and capacity to range between down 1% and up 2%.
Revenue
JetBlue Airways experienced a 3.8% decrease in total revenue, amounting to $2.18 billion in 2025 Q2, compared to $2.27 billion in 2024 Q2. Passenger revenue contributed $2.18 billion, while other revenue segments added up to $177 million. Overall, JetBlue's total operating revenues reached $2.36 billion.
Earnings/Net Income
JetBlue Airways swung to a loss of $0.21 per share in 2025 Q2 from a profit of $0.07 per share in 2024 Q2, marking a 400.0% negative change. The company reported a net loss of $-74 million in 2025 Q2, a 396.0% deterioration from the net income of $25 million achieved in 2024 Q2. Despite exceeding analyst expectations, the negative EPS signifies a challenging financial quarter.
Price Action
The stock price of has edged up 1.97% during the latest trading day, has climbed 4.49% during the most recent full trading week, and has jumped 10.45% month-to-date.
Post-Earnings Price Action Review
The strategy of buying JetBlue Airways (JBLU) shares after its revenue raise quarter-over-quarter on the financial report release date and holding for 30 days led to significant underperformance. Over the past three years, this strategy yielded a CAGR of -10.56% and a total return of -42.58%, falling short of the benchmark return of 87.35%. Despite no further declines after the initial purchase, the strategy exhibited a Sharpe ratio of -0.19 and a volatility of 55.13%, highlighting a risky approach with moderate returns.
CEO Commentary
Joanna Geraghty, CEO of JetBlue Airways, expressed satisfaction with the company's performance in Q2 2025, noting "meaningful progress" with JetForward and achieving a modest operating profit despite a challenging macro environment. She highlighted strong customer satisfaction, with a significant rise in the Net Promoter Score, and indicated that demand has stabilized and accelerated throughout the quarter. Geraghty emphasized the importance of the Blue Sky collaboration with , anticipating it to add $50 million in EBIT by 2027 and enhance customer loyalty programs. She acknowledged operational disruptions due to weather and air traffic control but remains optimistic about returning to profitability through strategic investments and operational improvements.
Guidance
JetBlue Airways anticipates achieving JetForward EBIT of $290 million by year-end 2025, with an adjusted target range of $850 million to $950 million through 2027. The company expects third-quarter unit revenue to decline between 6% and 2% and capacity to range between down 1% and up 2%. For the full year, JetBlue projects CASM ex-fuel to increase by 5% to 7% year-over-year. Capital expenditures for 2025 are forecasted at $1.2 billion, and full-year interest expense remains at $600 million.
Additional News
JetBlue Airways has announced an expansion of its Fort Lauderdale service with more flights, strengthening its focus on this key location. The airline aims to enhance its presence in the area by offering additional Mint services to cater to premium customers. Furthermore, JetBlue has recently sold its remaining E190 aircraft and two future Airbus A321neo XLR deliveries, part of its fleet modernization strategy to optimize costs. This strategic move aligns with its broader plan to streamline operations and improve financial performance. Additionally, JetBlue has strengthened its partnership with United Airlines, which received approval from the U.S. Department of Transportation, enhancing customer choice and benefits.
Revenue
JetBlue Airways experienced a 3.8% decrease in total revenue, amounting to $2.18 billion in 2025 Q2, compared to $2.27 billion in 2024 Q2. Passenger revenue contributed $2.18 billion, while other revenue segments added up to $177 million. Overall, JetBlue's total operating revenues reached $2.36 billion.
Earnings/Net Income
JetBlue Airways swung to a loss of $0.21 per share in 2025 Q2 from a profit of $0.07 per share in 2024 Q2, marking a 400.0% negative change. The company reported a net loss of $-74 million in 2025 Q2, a 396.0% deterioration from the net income of $25 million achieved in 2024 Q2. Despite exceeding analyst expectations, the negative EPS signifies a challenging financial quarter.
Price Action
The stock price of has edged up 1.97% during the latest trading day, has climbed 4.49% during the most recent full trading week, and has jumped 10.45% month-to-date.
Post-Earnings Price Action Review
The strategy of buying JetBlue Airways (JBLU) shares after its revenue raise quarter-over-quarter on the financial report release date and holding for 30 days led to significant underperformance. Over the past three years, this strategy yielded a CAGR of -10.56% and a total return of -42.58%, falling short of the benchmark return of 87.35%. Despite no further declines after the initial purchase, the strategy exhibited a Sharpe ratio of -0.19 and a volatility of 55.13%, highlighting a risky approach with moderate returns.
CEO Commentary
Joanna Geraghty, CEO of JetBlue Airways, expressed satisfaction with the company's performance in Q2 2025, noting "meaningful progress" with JetForward and achieving a modest operating profit despite a challenging macro environment. She highlighted strong customer satisfaction, with a significant rise in the Net Promoter Score, and indicated that demand has stabilized and accelerated throughout the quarter. Geraghty emphasized the importance of the Blue Sky collaboration with , anticipating it to add $50 million in EBIT by 2027 and enhance customer loyalty programs. She acknowledged operational disruptions due to weather and air traffic control but remains optimistic about returning to profitability through strategic investments and operational improvements.
Guidance
JetBlue Airways anticipates achieving JetForward EBIT of $290 million by year-end 2025, with an adjusted target range of $850 million to $950 million through 2027. The company expects third-quarter unit revenue to decline between 6% and 2% and capacity to range between down 1% and up 2%. For the full year, JetBlue projects CASM ex-fuel to increase by 5% to 7% year-over-year. Capital expenditures for 2025 are forecasted at $1.2 billion, and full-year interest expense remains at $600 million.
Additional News
JetBlue Airways has announced an expansion of its Fort Lauderdale service with more flights, strengthening its focus on this key location. The airline aims to enhance its presence in the area by offering additional Mint services to cater to premium customers. Furthermore, JetBlue has recently sold its remaining E190 aircraft and two future Airbus A321neo XLR deliveries, part of its fleet modernization strategy to optimize costs. This strategic move aligns with its broader plan to streamline operations and improve financial performance. Additionally, JetBlue has strengthened its partnership with United Airlines, which received approval from the U.S. Department of Transportation, enhancing customer choice and benefits.
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