
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
時価総額
$2.19B
PER (TTM)
-3.7
19.5
配当利回り
--
52週高値
$7.83
52週安値
$3.34
52週レンジ
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
$0.00+0.00%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Nine Month Net Loss Reduced Nine month net loss narrowed to $(425)M from $(751)M, driven by $532M Spirit cost absence in 2024.
Strong Liquidity Position Maintained Liquidity stands at $2.9B including cash and investments, sufficient for next 12 months operations and financing.
Embraer E190 Fleet Retired Completed all-Airbus transition by retiring remaining Embraer E190 aircraft in September 2025, selling 12 units.
Q3 Capacity Increased Slightly Q3 system available seat miles increased 0.9% year-over-year to 16.88B ASMs, despite revenue drop of 1.8%.
リスク要因
Q3 Operating Loss Widened Q3 operating loss reached $(100)M versus $(38)M prior year, attributed to softening demand environment and higher costs.
Maintenance Costs Increased Sharply Maintenance, materials, and repairs expenses rose 31.1% in Q3 2025, primarily due to timing of Airbus A320 engine repairs.
Interest Expense Significantly Higher Q3 interest expense increased 46.4% to $(146)M, driven by TrueBlue financing and additional finance lease obligations.
Ongoing Union Contract Negotiations Contract negotiations with ALPA and TWU remain ongoing, posing risk of increased labor costs or service disruptions.
見通し
JetForward Strategic Focus Strategic plan focuses on reliability, East Coast network build, customer perks, and securing a healthy financial future.
Blue Sky Loyalty Integration Blue Sky loyalty integration with United Airlines starts October 2025 for earning and redeeming points across both airlines.
Adopting Kuiper Satellite Broadband JetBlue plans to adopt Amazon Project Kuiper satellite broadband technology on a portion of its fleet starting in 2027.
Future Aircraft Delivery Schedule Committed aircraft deliveries total 92 units through 2029+, subject to contractual modifications and delivery schedule changes.
同業比較
売上高 (TTM)
MAN$17.96B
JBLU$9.06B
HTZ$8.52B
粗利益率 (最新四半期)
72.0%
ENOV59.9%
NSSC58.6%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CMBT | $2.60B | 10.1 | 27.2% | 67.1% |
| JBLU | $2.19B | -3.7 | -24.7% | 0.0% |
| ALGT | $2.09B | -46.5 | -4.2% | 171.0% |
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
25%
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:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年10月28日|売上高: $2.32B-1.8%|EPS: $-0.39+129.4%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月29日|売上高: $2.36B-3.0%|EPS: $-0.20-376.2%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年4月29日|売上高: $2.14B-3.1%|EPS: $-0.59-72.0%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月14日|売上高: $9.28B-3.5%|EPS: $-2.30-147.3%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年10月29日|売上高: $2.37B+0.5%|EPS: $-0.17-63.0%予想を上回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年7月30日|売上高: $2.43B-7.0%|EPS: $0.07-82.8%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年4月25日|売上高: $2.21B-5.1%|EPS: $-2.11+257.6%予想を下回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月12日|売上高: $9.62B+5.0%|EPS: $-0.93+17.0%予想を下回る