Stocklore

JetBlue Airways Corp (JBLU)

Transportation · US stock

What changed in recent filings

  • Revenue +14% YoYQuarter ended Jun 30, 2026
  • Institutions — 1 new · 1 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

JetBlue Airways Corp recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 28, 2026
    Revenue +14.5% YoY · EPS $-0.66
    Released before the open: Jul 27 close → Jul 28 close, the stock moved +10.5% · over the same window, market +0.2% · sector -0.4%
  • 26Q1Released Apr 28, 2026
    Revenue +4.7% YoY · EPS $-0.86
    Released before the open: Apr 27 close → Apr 28 close, the stock moved +1.2% · over the same window, market -0.5% · sector -0.5%
  • 25Q4Released Jan 27, 2026
    Revenue -1.4% YoY · EPS $-0.48
    Released before the open: Jan 26 close → Jan 27 close, the stock moved -6.9% · over the same window, market +0.4% · sector -0.5%
  • 25Q3Released Oct 28, 2025
    Revenue -1.8% YoY · EPS $-0.39
    Released before the open: Oct 27 close → Oct 28 close, the stock moved -11.9% · over the same window, market +0.3% · sector -0.8%

The next earnings release is estimated around Oct 27, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding JetBlue Airways Corp

How many of the institutions we track reported holding this stock, quarter by quarter.

max 5
2019 Q1 · 42019 Q2 · 32019 Q3 · 32019 Q4 · 42020 Q1 · 22020 Q2 · 42020 Q3 · 22020 Q4 · 22021 Q1 · 42021 Q2 · 22021 Q3 · 22021 Q4 · 22022 Q1 · 22022 Q2 · 42022 Q3 · 32022 Q4 · 22023 Q1 · 22023 Q2 · 12023 Q3 · 22023 Q4 · 32024 Q1 · 32024 Q2 · 52024 Q3 · 52024 Q4 · 32025 Q1 · 32025 Q2 · 22025 Q3 · 32025 Q4 · 32026 Q1 · 52026 Q2 · 4
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold JetBlue Airways Corp

Institutions we track that reported holding this stock in their most recent 13F.

  • PRIMECAP Management0.01% of portfolio · held as of 2019 Q1 or earlier
  • Icahn Capital LP1.43% of portfolio · since 2024 Q1
  • Tudor Investment Corp0.03% of portfolio · since 2025 Q4
  • BlackstoneNew this quarterunder 0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

JetBlue Airways Corporation is a U.S. airline that provides scheduled passenger air transportation across domestic and international routes. JetBlue serves key markets in the United States, the Caribbean, Latin America, Canada, and Europe through a low-fare, point-to-point network designed to connect major cities and leisure destinations. The company also offers branded travel products and customer-focused services such as premium seating options, onboard entertainment, Wi-Fi, and fare bundles tailored to different traveler needs. Its business spans passenger ticket sales, ancillary travel services, and loyalty-related offerings, making it a recognized participant in the commercial aviation market. JetBlue Airways Corporation is headquartered in Long Island City, New York.

What is the Transportation sector?

Air, ground transport, and logistics. Sensitive to oil prices and the economy.

JetBlue Airways Corp is classified under the Transportation sector. See peers below.

JetBlue Airways Corp key financials

Based on SEC filings · as of Jun 30, 2026

-28.4%
5.34x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

JetBlue Airways Corp vs Transportation sector benchmark

Median of 9 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
4.0%vs benchmark 4.2%↓ below
Operating margin
-5.2%vs benchmark 6.2%↓ below
Net margin
-9.3%vs benchmark 5.1%↓ below
ROE
-28.4%vs benchmark 21.9%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

JBLU revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $2.7B, +14.5% YoY.

The largest segment is Passenger, 92.2% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Passenger segment (about 90% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding JetBlue Airways Corp

Per SEC N-PORT · 2026-06-30 · by weight · factual

IWMiShares Russell 2000 ETF
0.06%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.00%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.00%

JBLU on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Transportation average
See full JBLU analysis →

Peers · Transportation

JBLU FAQ

What is JetBlue Airways Corp (JBLU)?

JetBlue Airways Corporation is a U.S. airline that provides scheduled passenger air transportation across domestic and international routes. JetBlue serves key markets in the United States, the Caribbean, Latin America, Canada, and Europe through a low-fare, point-to-point network designed to connect major cities and leisure destinations. The company also offers branded travel products and customer-focused services such as premium seating options, onboard entertainment, Wi-Fi, and fare bundles tailored to different traveler needs. Its business spans passenger ticket sales, ancillary travel services, and loyalty-related offerings, making it a recognized participant in the commercial aviation market. JetBlue Airways Corporation is headquartered in Long Island City, New York.

What sector is JetBlue Airways Corp in?

JetBlue Airways Corp is classified under Transportation. Air, ground transport, and logistics. Sensitive to oil prices and the economy.

What are JetBlue Airways Corp's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 4.0%, Operating margin -5.2%, Net margin -9.3%, ROE -28.4%, Debt-to-equity 5.34x. Definitions and interpretation are available on Stocklore.

What are JetBlue Airways Corp's main revenue segments?

The largest segment is Passenger, about 92.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze JetBlue Airways Corp (JBLU) stock?

On Stocklore you can see JBLU's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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