JetBlue Latest and Greatest
01-02-2026 | 04:30 AM
Line Holder
Joined: May 2012
Posts: 1,512
Likes: 61
01-02-2026 | 05:10 AM
Line Holder
Joined: Jul 2023
Posts: 295
Likes: 79
Guys, Spirit has been on death's door with no plan for over a year and people are still hurling bricks of cash at them. I'm not saying "we're gonna be fine," but...
01-02-2026 | 05:14 AM
On Reserve
Joined: Nov 2012
Posts: 11
Likes: 0
JetBlue has $8.5B in debt, compared to only $2.5B debt in 2019. Add that to JetBlue's $1.67B market value plus premium probably around $2B purchase price an acquiring airline has to pay and that's a $10B+ pill to swallow. I think that's why United went with a partnership instead of purchase.
Can anyone figure out by reading the quarterly statements how much of the relatively recent 3.6 billion dollar loan JetBlue has eaten through? In an acquisition scenario, if JetBlue has 3 billion left of it could that debt be restructured to subtract that 3 billion from the 8.5 billion of debt hence on paper show 5.5 billion of debt?
01-02-2026 | 05:14 AM
Gets Weekends Off
Joined: Oct 2012
Posts: 3,247
Likes: 45
From: 190 captain and “Pro-pilot”
01-02-2026 | 06:02 AM
Line Holder
Joined: May 2012
Posts: 1,512
Likes: 61
To your spirit point I’m as confused as you are. I got through a lot of that 200 page bankruptcy document and it appears to me the leases and very limited infrastructure are all they have.
01-02-2026 | 06:08 AM
Line Holder
Joined: Jan 2008
Posts: 424
Likes: 26
From: A320 CA
Wholeheartedly agree but at some point you have to stop spending money you have no chance of paying back. In ‘24, jetblue said ‘25 would break even. In ‘25, same thing for ‘26. Keep in mind their “plan” is for a perfect macro environment. That ship sailed long ago so ‘26 should not prove profitable. When does the investment community start to push back?
To your spirit point I’m as confused as you are. I got through a lot of that 200 page bankruptcy document and it appears to me the leases and very limited infrastructure are all they have.
To your spirit point I’m as confused as you are. I got through a lot of that 200 page bankruptcy document and it appears to me the leases and very limited infrastructure are all they have.
Were in the long game. We cant just try something for 6 months and say that it didn't work and try something else. We have to commit - for better or worse - for the long haul to allow JetForward (god, I hate saying that) to gain traction. Its like pulling out of a route after 3 months because it wasn't profitable...
This year will be telling for sure, and would have given JF nearly 2 years to produce results. After that, time to drain the swamp.
01-02-2026 | 06:56 AM
Line Holder
Joined: Oct 2019
Posts: 1,182
Likes: 33
Jonna won’t last the year if she starts deferring airplanes. The Board isn’t happy. She’ll be gone by the 3rd quarter if they don’t start putting up numbers. Time to see what exactly this United agreement looks like or figure out some type of growth strategy. You can’t shrink and make money. The Board knows that.
01-02-2026 | 08:11 AM
Line Holder
Joined: May 2012
Posts: 1,512
Likes: 61
Jonna won’t last the year if she starts deferring airplanes. The Board isn’t happy. She’ll be gone by the 3rd quarter if they don’t start putting up numbers. Time to see what exactly this United agreement looks like or figure out some type of growth strategy. You can’t shrink and make money. The Board knows that.
01-02-2026 | 09:17 AM
Line Holder
Joined: Jan 2008
Posts: 424
Likes: 26
From: A320 CA
I was just typing this same response. I havent heard anything from the board, except from others that they're not happy. I'm not sure we would know anyways what the temperature of the board is....
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