JetBlue headed for bankruptcy
04-28-2026 | 12:50 PM
#101
Line Holder
Joined: Mar 2024
Posts: 394
Likes: 53
The saddest part is that’s not even the reality of the situation. It’s that we lost $111 million more this quarter than Q1 25.
04-28-2026 | 02:08 PM
#102
Line Holder
Joined: Jul 2023
Posts: 299
Likes: 80
Yes. Also jetforward is not working. Even at the previously guided fuel costs, we would’ve only improved by ~$6 million quarter over quarter. That’s taking the midpoint fuel cost and multiplying it by the 193 million gallons in fuel we used. So without the fuel cost spike, we would’ve only lost roughly $202 million (vs $208 in Q1 25)….
The saddest part is that’s not even the reality of the situation. It’s that we lost $111 million more this quarter than Q1 25.
The saddest part is that’s not even the reality of the situation. It’s that we lost $111 million more this quarter than Q1 25.
04-29-2026 | 02:23 AM
#105
Line Holder
Joined: Nov 2015
Posts: 1,877
Likes: 199
04-29-2026 | 04:34 AM
#107
Line Holder
Joined: Sep 2016
Posts: 1,160
Likes: 36
I noticed this too. Analysts are projecting (currently) a small loss of -0.03 to - 0.10 for Q2. The 2nd Q might just eek out a small profit like the surprise profit in Q2 a couple years ago, or break even. Q2 is usually the strongest though, with Q3 being ok but not as strong.
04-29-2026 | 04:57 AM
#108
Gets Weekends Off
Joined: Feb 2008
Posts: 20,874
Likes: 193
Every airline he has been involved in had the same business plan. Super cheap labor. When that labor becomes not so cheap he leaves or sells or merges.
04-29-2026 | 06:17 AM
#109
Line Holder
Joined: Apr 2013
Posts: 757
Likes: 51
When you cater to vacation travel as he always does there is the smallest of profit margins. When labor costs are the same as everyone, that business model doesnt work. All his airlines are targeted at leisure travel.
04-29-2026 | 06:20 AM
#110
Line Holder
Joined: Aug 2007
Posts: 1,047
Likes: 7
I know this lacks the appropriate level of cynicism for an internet discussion, but projections actually look pretty good. RASM is growing twice as fast as CASM. Incremental EBIT next year is forecasted around $900M.
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