JetBlue Airways Corporation

NASDAQ•JBLU

CEO: Ms. Joanna L. Geraghty

セクター: Industrials

業種: Airlines, Airports & Air Services

上場日: 2002-04-12

JetBlue Airways Corporation provides air transportation services. The company operates a fleet of Airbus A321, Airbus A220, Airbus A321neo, Airbus A320 Restyled, Airbus A320, Airbus A321 with Mint, Airbus A321neo with Mint, Airbus A321neoLR with Mint, and Embraer E190 aircraft. It also serves 100 destinations across the United States, the Caribbean and Latin America, Canada, and Europe. In addition, it operates airport lounges. The company was incorporated in 1998 and is based in Long Island City, New York.

連絡先情報

27-01 Queens Plaza North, Long Island City, NY, 11101, United States

718-286-7900

www.jetblue.com

時価総額

$1.87B

PER (TTM)

-3.1

17.1

配当利回り

52週高値

$6.53

52週安値

$3.34

52週レンジ

54%

順位48Top 64.4%

3.3

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

弱い • 3.3 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$2.24B-1.45%

直近4四半期の推移

EPS

-$0.48+269.23%

直近4四半期の推移

フリーCF

-$296.00M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Significant Net Loss Reduction Net loss narrowed to $(602)M in 2025 from $(795)M in 2024, reflecting lower fuel costs and JetForward benefits.

Operating Expenses Decreased Total operating expenses fell 5.3% to $9.43B in 2025, driven by $286M lower fuel costs compared to prior year.

All-Airbus Fleet Achieved Completed Embraer E190 retirement in 2025, finalizing transition to cost-efficient, customer-focused all-Airbus fleet structure.

Healthy Liquidity Maintained Ended 2025 with $2.5B in liquidity, including cash, equivalents, and investments, supporting capital light growth strategy.

リスク要因

Labor Costs and Union Risks Nearly 49% of crewmembers unionized; ongoing pilot contract negotiations may result in increased salaries, wages, and benefits costs.

Engine Groundings Impact Capacity Four aircraft grounded due to mandatory Pratt & Whitney engine inspections; expects mid-single digits groundings in 2026.

Competitive Pricing Pressures Yield Intense industry competition limits ability to raise fares; average fare dropped 0.4% while CASM ex-fuel rose 6.2%.

Long-Term Fleet Order Risk Existing aircraft commitments extend through 2033, potentially causing competitive disadvantage adopting new, evolving aircraft technology.

見通し

JetForward Strategic Progress Continues Continue JetForward initiatives focusing on service reliability, expanding East Coast leisure network, and capturing premium revenue.

Domestic First Class Launch Plan domestic first-class experience rollout starting in 2026 across non-Mint fleet, majority complete by end of 2027.

United Partnership Enhancements Coming Blue Sky collaboration with United Airlines introduces reciprocal loyalty benefits, priority boarding, and standby starting March 2026.

同業比較

売上高 (TTM)

MAN

$17.96B

+0.6%

JBLU

$9.06B

-2.3%

HTZ

$8.50B

-6.0%

粗利益率 (最新四半期)

ENOV

60.7%

+3.2pp

NSSC

58.6%

+0.7pp

PBI

55.1%

+0.8pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
CMBT	$3.24B	11.2	27.2%	66.2%
CMRE	$2.10B	5.7	16.9%	39.2%
JBLU	$1.87B	-3.1	-26.1%	55.1%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

1.6%

緩やかな成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

50%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年4月27日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし