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. The company was incorporated in 1998 and is based in Long Island City, New York.

JetBlue Airways Corporation демонстрирует слабые фундаментальные показатели по сравнению с отраслью. Основные мультипликаторы, такие как P/E, P/S и P/FCF, находятся на уровне 0, что указывает на отсутствие прибыли и оценку ниже медианы. Высокое соотношение долга к капиталу (3.42) значительно превышает медиану отрасли, что создает риски для инвесторов. В то же время, несмотря на положительные показатели валовой маржи (60.68), компания не демонстрирует прибыльности, отраженной в нулевых значениях ROE и ROA. Прогнозируемые EPS также остаются отрицательными, что негативно сказывается на будущих перспективах. Ситуация с наличными средствами и активами остается стабильной, однако недостаток в операционной прибыли и чистом доходе указывает на необходимость пересмотра стратегии. В целом, текущая оценка компании требует осторожности, поскольку показатели не свидетельствуют о восстановлении финансового состояния в ближайшем будущем.

JetBlue Airways Corporation

JetBlue Airways Corporation JBLU reported a wider-than-expected loss in first-quarter 2026. Revenues edged past the Zacks Consensus Estimate.
The company reported a loss of 87 cents per share, wider than the Zacks Consensus Estimate of a loss of 72 cents. In the year-ago quarter, JBLU reported a loss of 59 cents.
Meanwhile, the operating revenues of $2.24 billion beat the Zacks Consensus Estimate by 0.2%. Total revenues jumped 4.7% year over year, with passenger revenues accounting for 91.4% of the top line and increasing 4% to $2.05 billion, while beating our model estimate of $2.03 billion.
On a year-over-year basis, other revenues increased 12.5% to $192 million but missed our estimate of $206.7 million.
JetBlue Airways Corporation Price, Consensus and EPS Surprise
Other Details of JBLU’s Q1 Earnings
Revenues per available seat mile (RASM: a key measure of unit revenues) increased 6.5% year over year to $14.60, driven by resilient demand and solid execution in a challenging environment.
Passenger revenues per available seat mile increased 5.8% year over year to 13.35 cents. The average fare at JetBlue increased 3.2% year over year to $219.5. The yield per passenger mile rose 3.9% year over year.
Consolidated traffic (measured in revenue passenger miles) remained flat at $12.6 million on a year-over-year basis. Capacity (measured in available seat miles) fell 1.7% year over year. Consolidated load factor (percentage of seats filled by passengers) increased 1.5 percentage points to 82.2%. Our estimate for the load factor was 81.3%.
Total operating costs (on a reported basis) inched up 6.5% year over year to $2.46 billion. Expenses on aircraft fuel increased 12.1% year over year. Other operating expenses gained 9.9% year over year.
The average fuel price per gallon (including related taxes) was $2.96, up 15.2% year over year. JBLU’s operating expenses per available seat mile (CASM) increased 8.3% year over year. Excluding fuel, CASM rose 6.6% to $12.21.
JBLU currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
JBLU’s Outlook
For second-quarter 2026, capacity is anticipated to increase in the band of 1.5-4.5% from second-quarter 2025 actuals. CASM, excluding fuel and special items, is predicted to climb in the range of 3-5%. Capital expenditures are expected to be approximately $275 million. RASM is forecasted to increase in the range of 7-11% from the second-quarter 2025 actuals. The average fuel cost per gallon is estimated to be between $4.13 and $4.28.
For 2026, capital expenditures are expected to be approximately $800 million.
Q1 Performances of Other Transportation Companies
Delta Air Lines DAL reported first-quarter 2026 earnings (excluding $1.08 from non-recurring items) of 64 cents per share, which beat the Zacks Consensus Estimate of 61 cents. Earnings increased 39.1% on a year-over-year basis. Revenues in the March-end quarter were $14.2 billion, beating the Zacks Consensus Estimate of $14 billion and increasing on a year-over-year basis.
J.B. Hunt Transport Services JBHT posted first-quarter 2026 earnings per share of $1.49, up 27% from $1.17 a year ago. The result topped the Zacks Consensus Estimate by $0.04, reflecting a 2.8% surprise.
Operating revenues totaled $3.06 billion, rising 4.6% year over year. Revenues beat the consensus mark of $2.94 billion, resulting in a 3.9% surprise, as demand proved resilient across several service offerings, led by Intermodal volume growth and higher revenue per load in select highway-related businesses.
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JetBlue Airways Q1 Earnings Miss Estimates, Revenues Increase Y/Y

Apple's CEOs, Intel & AI, and Another SaaSpocalype

Key Points
SpaceX is seeking a valuation of up to $2 trillion, the technology company would have a price-to-sales ratio of more than 100.
Amazon, through Leo, is the closest competitor to Starlink, the source of the majority of SpaceX's revenue.
Leo and Amazon's other emerging businesses barely factor into the company's valuation.
SpaceX filed confidentially to go public at the beginning of April, and its IPO is set to shatter market records.
The Elon Musk-led company is reportedly targeting a valuation of as much as to $2 trillion and raising up to $75 billion.
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SpaceX has been one of the most eagerly awaited IPOs, along with OpenAI and Anthropic, but it's not the winning investment you might think it is.
Based on revenue of approximately $15.5 billion-$16 billion last year, SpaceX could debut at a price-to-sales ratio of more than 100, which would make it far more expensive than any stock on the S&P 500, even Palantir, which currently trades at a P/S ratio of 77.
SpaceX could fetch that valuation because of Elon Musk's visionary leadership and the company's bold goals of achieving things like colonizing Mars and sending data centers into space, as dubious as they might be. The company is widely considered the leader in modern rocket technology and pioneered the use of reusable rockets, which have significantly lower costs. Meanwhile, Starlink, its satellite internet division, is the leader in that industry and is the source of most of SpaceX's revenue. The company also owns xAI, following a merger earlier this year, which owns the X social media site and the Grok AI chatbot.
However, SpaceX's valuation could be a bitter pill to swallow and is likely to pressure the stock once it goes public. One stock that looks like a better alternative to SpaceX is Amazon (NASDAQ: AMZN).
How Amazon stacks up with SpaceX
What's attractive about Amazon in comparison to SpaceX is that Amazon Leo, formerly known as Project Kuiper, is considered Starlink's closest competitor.
Amazon has launched hundreds of satellites into orbit and is currently providing an enterprise beta service for select business partners as it tests its service, meaning Leo is currently only generating minimal revenue.
However, Leo is believed to be on the verge of commercial service, and JetBlue said it would be the first airline to use Amazon Leo for in-flight Wi-Fi starting next year, a sign that Amazon will likely be selling to other customers. The company also showed it's serious about the satellite internet business with its $11.6 billion acquisition of Globalstar earlier this month.
Amazon doesn't have a rocket business like SpaceX, but Founder Jeff Bezos owns Blue Origin, another space technology company, and it's easy to see a merger between it and Amazon happening if the rocket business were seen as attractive enough.
Amazon isn't considered a major competitor in frontier models, but it is a major investor in Anthropic. After investing $8 billion in Anthropic earlier, it has just reached a deal with the AI start-up to invest $5 billion now, with up to $20 billion more in the future as milestones are reached. For investors looking for exposure to AI, that could be more attractive than SpaceX's ownership of xAI.
What else Amazon owns
Of course, Amazon's value comes from its dominance in e-commerce and cloud computing, which made it the biggest company in the world by revenue in 2025, and generated $77.7 billion in generally accepted accounting principles (GAAP) net income.
Amazon has a market cap of $2.8 trillion currently and trades at a price-to-earnings ratio of 36, meaning that investors are getting ownership of one of the most dominant companies in the tech industry, with emerging growth opportunities and its stake in Anthropic virtually for free.
Amazon's net income was roughly five times larger than SpaceX's revenue last year, yet SpaceX is targeting a valuation that's only about a third less than Amazon. It seems hard to justify SpaceX's valuation when you look at it that way.
While SpaceX is certainly doing some exciting things with rockets and satellites, the valuation seems unsustainable. If you're looking for exposure to those businesses without the risk, Amazon looks like the much better choice.
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Tempted To Buy the SpaceX IPO? This Is The Smarter Stock To Buy

Southwest Airlines (LUV) came out with quarterly earnings of $0.45 per share, in line with the Zacks Consensus Estimate . This compares to a loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -0.29%. A quarter ago, it was expected that this airline would post earnings of $0.56 per share when it actually produced earnings of $0.58, delivering a surprise of +3.57%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Southwest, which belongs to the Zacks Transportation - Airline industry, posted revenues of $7.25 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.41%. This compares to year-ago revenues of $6.43 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Southwest shares have lost about 1% since the beginning of the year versus the S&P 500's gain of 3.2%.
What's Next for Southwest?
While Southwest has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Southwest was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.54 on $8.38 billion in revenues for the coming quarter and $2.72 on $32.24 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Transportation - Airline is currently in the bottom 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, JetBlue Airways (JBLU), is yet to report results for the quarter ended March 2026. The results are expected to be released on April 28.
This airline is expected to post quarterly loss of $0.72 per share in its upcoming report, which represents a year-over-year change of -22%. The consensus EPS estimate for the quarter has been revised 1035.1% lower over the last 30 days to the current level.
JetBlue Airways' revenues are expected to be $2.24 billion, up 4.5% from the year-ago quarter.
Should You Invest in Southwest Airlines Co. (LUV)?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Southwest Airlines (LUV) Q1 Earnings Match Estimates

The NASDAQ 100 After Hours Indicator is up 46.41 to 26,636.75. The total After hours volume is currently 114,220,163 shares traded.
The following are the most active stocks for the after hours session:
JetBlue Airways Corporation (JBLU) is -0.0235 at $5.73, with 2,707,599 shares traded. JBLU's current last sale is 127.26% of the target price of $4.5.
NVIDIA Corporation (NVDA) is unchanged at $202.06, with 2,506,214 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Vanguard Short-Term Corporate Bond ETF (VCSH) is unchanged at $79.50, with 2,502,830 shares traded. This represents a 1.33% increase from its 52 Week Low.
Apple Inc. (AAPL) is -0.037 at $273.01, with 2,140,453 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Mar 2026. The consensus EPS forecast is $1.91. As reported by Zacks, the current mean recommendation for AAPL is in the "buy range".
Hertz Global Holdings, Inc (HTZ) is +0.05 at $7.86, with 2,115,085 shares traded. As reported in the last short interest update the days to cover for HTZ is 9.021573; this calculation is based on the average trading volume of the stock.
Vistance Networks, Inc. (VISN) is +0.05 at $19.16, with 1,971,589 shares traded. VISN's current last sale is 86.11% of the target price of $22.25.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After Hours Most Active for Apr 20, 2026 : JBLU, NVDA, VCSH, AAPL, HTZ, VISN

JetBlue Airways' JBLU launch of Boston–Barcelona service marks a deliberate expansion of its transatlantic footprint, reinforcing Boston as a key international gateway in its network strategy. By adding Barcelona as its second Spanish destination, the airline continues to build a more diversified European presence, while leveraging strong demand for both leisure and business travel between the United States and Europe.
The move is strategically timed for the peak summer travel season, when transatlantic demand typically surges. With competitive introductory fares and a differentiated onboard product, particularly its Mint premium offering, JetBlue is positioning itself to capture price-sensitive and premium travelers. This aligns with its broader effort to redefine “affordable premium travel,” a niche wherein it has been steadily gaining traction against legacy carriers.
From a network perspective, the new route enhances connectivity not only between Boston and Barcelona but across JetBlue’s wider ecosystem, including domestic U.S., Latin American and Caribbean markets. The airline’s growing portfolio of European routes, combined with upcoming service to Milan, suggests a focused push to scale its East Coast transatlantic operations under its JetForward strategy.
Overall, the expansion reflects a balanced growth approach, tapping into high-demand international corridors, strengthening brand positioning in premium leisure travel and maximizing aircraft utilization during peak seasons. Sustaining profitability on these long-haul routes will depend on maintaining strong load factors and managing cost pressures in an increasingly competitive transatlantic market.
JBLU’s Share Price Performance
JetBlue Airways’ shares have rallied 63.5% in a year compared with the Transportation - Airline industry’s 46.9% growth.
Image Source: Zacks Investment Research
JBLU’s Zacks Rank
JBLU currently carries a Zacks Rank #3 (Hold).
Stocks to Consider
Investors interested in the Zacks Transportation sector may consider Seanergy Maritime Holdings SHIP and Wabtec WAB.
SHIP currently sports a Zacks Rank #1(Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Seanergy Maritime has an expected earnings growth rate of 53.13% for the current year. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in the trailing four quarters, delivering an average beat of 76.43%.
WAB currently carries a Zacks Rank #2 (Buy).
WAB has an expected earnings growth rate of 16.3% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in the trailing four quarters, delivering an average beat of 5.76%.
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JetBlue Boosts Transatlantic Network With Boston-Barcelona Launch

Key Points
Amazon Leo will compete directly against SpaceX's Starlink satellite internet service.
Amazon is set to be a formidable rival to Space X with its massive cash position.
SpaceX needs a stellar IPO to raise the cash needed to compete against Amazon Leo.
What's the most exciting investing story of 2026? While there are several contenders, I'd say the impending initial public offering of SpaceX ranks near the top of the list. The space technology company founded by Elon Musk is preparing for a valuation in the ballpark of $2 trillion, which would make it by far the highest-valued IPO stock ever.
The biggest reason for SpaceX's expected astronomical market cap is its Starlink satellite internet service. Starlink generated revenue of $15 billion to $16 billion with profits of around $8 billion last year, according to Reuters.
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But the seemingly easy money for Starlink may be only temporary. SpaceX could soon run into a $2.7 trillion roadblock named Amazon (NASDAQ: AMZN).
Amazon enters the space race
Amazon announced in 2019 plans to deploy a large constellation of satellites to offer broadband internet service worldwide. The company launched its first satellites last year and now has 180 satellites in orbit. Its initial design calls for more than 3,000 satellites.
This satellite internet service business was originally named Project Kuiper (after the region of icy objects in the outer solar system called the Kuiper belt. However, Amazon rebranded the unit as Amazon Leo (a nod to the acronym for low earth orbit) in November 2025.
Although Amazon Leo won't begin providing widely available service until later this year, it has already lined up dozens of commercial customers. Amazon CEO Andy Jassy said in his company's fourth-quarterearnings callthat AT&T (NYSE: T), DirecTV Latin America, JetBlue (NASDAQ: JBLU), and Australia's national broadband network are among the early customers. He added that Leo has "many more on the way."
Last week, Amazon announced plans to acquire Globalstar (NASDAQ: GSAT) for around $11.6 billion. The deal will enable Amazon Leo to offer direct-to-device services (satellite connectivity for mobile phones and other cellular devices). Amazon simultaneously announced an agreement with Apple (NASDAQ: AAPL) to provide satellite services for iPhone and Apple Watch devices.
Advantage SpaceX -- for now
SpaceX's Starlink has a significant head start in the satellite internet services market. It already has more than 7,800 satellites in low Earth orbit. Musk's company has ironed out some of the early stage wrinkles that Amazon Leo will likely face over the next couple of years. Starlink has also already built a substantial customer base.
However, make no mistake: Amazon Leo will be a formidable rival to SpaceX. The Globalstar acquisition and Apple agreement were clearly shots across Starlink's bow.
The space race between these two companies could turn into a capital race. If so, Amazon could chip away at SpaceX's lead. While SpaceX hopes to raise a boatload of cash with its IPO, Amazon already has $123 billion in cash and can easily add to that.
SpaceX also won't be able to match Amazon's ability to offer bundling deals to attract customers. Amazon Leo already offers businesses the option to connect to the AWS cloud. Amazon could choose to subsidize hardware costs by bundling Leo with AWS for corporate customers. What about retail customers? It's not hard to envision Amazon bundling Leo with Prime.
The coming collision
SpaceX could still emerge as the winner of the coming collision with Amazon. A record IPO for the space stock this summer should help improve its chances of success.
However, Amazon's entry into the satellite internet market will tighten this part of the space race significantly. Investors considering buying shares of SpaceX at or immediately after its IPO should keep the intensifying competitive landscape in mind.
Maybe Amazon won't be a full-blown roadblock for SpaceX. But it will almost certainly be a big speed bump.
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Keith Speights has positions in Amazon and Apple. The Motley Fool has positions in and recommends Amazon and Apple and is short shares of Apple. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

SpaceX Could Soon Run Into a $2.7 Trillion Roadblock Named Amazon

Concerns around Spirit Aviation Holdings, Inc. FLYYQ, commonly known as Spirit Airlines, intensified on Thursday, April 16, as reports suggested the carrier could face liquidation if restructuring efforts falter under the weight of rising fuel costs. The ultra-low-cost airline, long known for its aggressive pricing model, has been particularly vulnerable to the recent surge in oil prices, which has sharply increased operating expenses at a time when its balance sheet is already strained. The company’s stock fell 10.4% in the session.
The possibility of liquidation marks a significant escalation from earlier restructuring hopes and has raised alarms across the aviation sector. Unlike legacy carriers with diversified revenue streams and stronger cash reserves, budget airlines like Spirit operate on thin margins, making them especially sensitive to fuel volatility and pricing pressures.
This development has had a ripple effect on airline stocks. Investors tend to treat such distress signals as a warning for the broader industry, leading to cautious sentiment even toward its peers like Delta Air Lines, Inc. DAL and JetBlue Airways Corporation JBLU, which slid 2.9% and 2.7%, respectively. The fear is not necessarily contagion in financial terms, but rather a reminder of structural fragility in the sector, particularly when macroeconomic conditions turn unfavorable.
In 2026, airline stocks have been navigating a difficult environment. While travel demand has remained relatively resilient, the sector has been squeezed by higher jet fuel costs, geopolitical tensions affecting routes and persistent cost inflation. Pricing power has improved somewhat, but not enough to fully offset rising expenses, especially for low-cost carriers.
FLYYQ is part of the Zacks Transportation – Airline industry and carries a Zacks Rank #3 (Hold). Year to date, Spirit Airlines’ shares have remained flat against a 7.7% fall for the industry. JBLU and DAL, both carrying a #3, have grown 21.1% and 0.7%, respectively, in this period. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bottom Line
Spirit’s situation underscores a broader truth that the airline industry remains highly cyclical and vulnerable to external shocks. For investors, it reinforces the importance of balance sheet strength and operational flexibility, qualities that are becoming increasingly critical in a turbulent year for aviation equities.
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Spirit Airlines' Bankruptcy Fears Cast Shadow Over Airline Sector

Key Points
Amazon's partnership is one of its prominent large-scale deployments in satellite connectivity.
Starlink's massive satellite lead creates execution and competitive pressure for Amazon.
Delta benefits through stronger customer loyalty, but the financial upside remains indirect and gradual.
Amazon (NASDAQ: AMZN) and Delta Air Lines (NYSE: DAL) are drawing attention after the two companies announced a partnership to bring satellite-based in-flight Wi-Fi to 500 of Delta's planes starting in 2028.
This move directly challenges SpaceX's Starlink, a satellite broadband network that uses thousands of low-Earth orbit satellites to deliver high-speed, low-latency internet globally.
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Amazon's own low-Earth orbit satellite network, Project Kuiper (also known as "Leo"), will power this rollout. Unlike a limited pilot project, the scale of this deployment provides Amazon with a prominent, large-scale real-world use case, while enabling Delta to deliver standardized, high-speed connectivity across a significant portion of its fleet.
Amazon is building a new revenue stream
This partnership, a second major deal after its deal with JetBlue, provides early validation for Amazon's multibillion-dollar satellite investment.
With more than 10,000 Starlink satellites already in orbit, SpaceX's network holds a significant scale advantage over emerging competitors. However, Amazon's satellite push is not a completely new business segment, but rather an extension of its broader infrastructure strategy spanning cloud, artificial intelligence (AI), and connectivity.
Delta has also already migrated nearly 600 applications to AWS since 2020, and adding connectivity further deepens the relationship.
Amazon, though, faces significant execution risk. The company has Federal Communications Commission (FCC) deployment deadlines that require roughly half of its satellite constellation be operational by July 30, 2026. The regulatory pressures intensified after FCC Chairman Brendan Carr publicly criticized Amazon's slow satellite deployment pace and urged the company to meet its rollout targets.
However, if Amazon executes well, Leo could become a robust new revenue stream. Unlike Delta, Amazon is taking on both the upside and the risk of building an entirely new business.
Delta gains customer loyalty
The successful execution of this deal will help strengthen Delta's customer engagement and retention.
However, the financial impact for Delta will remain indirect. Airlines operate amid volatile fuel prices and cost pressures. Hence, Wi-Fi is a non-core but strategic competitive differentiator rather than a primary revenue driver. Instead, ancillary revenue streams such as baggage fees and seat upgrades remain key monetization avenues. With fuel prices volatile due to geopolitical tensions, customer retention and pricing power are becoming increasingly important.
There is also a timing factor. While Amazon's satellite service is expected to begin commercial operations around 2026, Delta's large-scale rollout will begin in 2028. That gap reinforces that the benefits to Delta will play out gradually over time.
Which stock will benefit the most?
Amazon appears to be the bigger long-term winner, since it is effectively building a new business. On the other hand, Delta's gains are incremental.
Retail investors should expect this partnership to be less about immediate financial impact and more about long-term positioning. Amazon is expanding its addressable market and can see greater share price gains if execution remains on track.
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Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $489,281!*
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Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool recommends Delta Air Lines. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

As a Direct Challenge to Starlink, Amazon and Delta Are Teaming Up to Offer In-Flight Wi-Fi. Which Stock Will Benefit the Most?

JetBlue AirwaysJBLU is raising checked bag fees to respond to intense cost pressures caused by surging fuel prices, driven in part by the Iran conflict. As jet fuel remains one of the largest expenses after labor, the sharp increase in fuel costs is pushing airlines to protect margins without significantly increasing base fares, which remain highly price-sensitive.
By increasing ancillary charges such as baggage fees and last-minute check-in costs, JetBlue is shifting more of the cost burden to customers who use these optional services. This strategy allows the airline to keep ticket prices competitive while offsetting rising operating expenses. It reflects a broader industry trend of relying more on add-on revenues to manage cost volatility and sustain profitability.
Similarly, United Airlines UAL is raising checked bag fees by $10 to offset surging fuel costs triggered by the Iran conflict, with first-bag charges now reaching up to $45 when paid in advance and higher at the airport or gate. By increasing ancillary fees while rolling out a tiered fare structure, the airline is actively diversifying its revenue streams and protecting margins without heavily increasing base fares.
This move reflects a broader industry trend, as carriers respond to sharp rises in jet fuel, one of their largest expenses, by relying more on add-on revenues to manage cost pressures and sustain profitability.
JBLU’s Share Price Performance
JetBlue Airways’ shares have declined 3.6% in six months compared to the Transportation - Airline industry’s 1.6% growth.
Image Source: Zacks Investment Research
JBLU’s Zacks Rank
JBLU currently carries a Zacks Rank #3 (Hold).
Stocks to Consider
Investors interested in the Zacks Transportation sector may consider Seanergy Maritime Holdings SHIP and Air Lease AL.
SHIP currently sports a Zacks Rank #1(Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Seanergy Maritime has an expected earnings growth rate of 53.13% for the current year. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 76.43%.
AL currently carries a Zacks Rank #2 (Buy).
AL has an expected earnings growth rate of 14.1% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in three of the trailing four quarters and missed once in the remaining, delivering an average beat of 14.58%.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
See Our Newest 5 Stocks Set to Double Picks >>
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	JBLU	Industry	JBLU	Industry	Volume, $
Yesterday 5.7 - 5.9	15.70	8.44	7.12	1.47	148.69M
Week 5.0 - 6.2	30.20	19.56	10.02	3.96	852.93M
Month 4.0 - 6.2	60.51	13.18	19.38	8.02	2.92B
3 Months 3.9 - 6.5	24.27	16.76	28.92	14.30	6.94B
6 Months 3.9 - 6.5	41.14	21.97	37.56	25.39	11.87B
Year 3.5 - 6.5	80.91	53.84	60.87	36.60	23.73B
3 years 3.3 - 9.5	-3.69	95.99	115.19	64.64	66.42B
5 years 3.3 - 20.9	-65.69	77.87	133.21	92.07	110.83B
All time 2.8 - 31.4	-41.89	163.54	—	—	114.87B

JetBlue Airways Corporation

Price and volatility history

Risk ratios