JetBlue Latest and Greatest
01-24-2026 | 06:07 AM
Gets Weekends Off
Joined: Nov 2005
Posts: 2,691
Likes: 30
As earnings are on the 27th it’s important to note 11-12% of jetblue routes overlap with spirit. Modest at best. I don't see how Spirit shrinking, or ceasing to exist, truly benefits Jetblue. United, according to Kirby, cracked the code on ULCC pricing and can offer that low fare on a limit seating basis making largely negating spirits affect to the bottom line. Delta and AA have followed suit.
01-24-2026 | 06:14 AM
Line Holder
Joined: May 2012
Posts: 1,513
Likes: 61
Agree for the most part. NK ceasing to exist removes low fare competitive pressure in FLL, which would allow JB to add capacity with seemingly little competitive response. I’m not sure it will be so easy, and some other competitor is bound to show up.
JB isn’t in a strong position to compete considering our financials. Any battle in FLL is likely to be short lived.
JB isn’t in a strong position to compete considering our financials. Any battle in FLL is likely to be short lived.
01-24-2026 | 06:32 AM
SDQ Base Chief
Joined: Mar 2006
Posts: 6,051
Likes: 33
From: 320 CA
FLL represents around 19% of passengers while JFK and BOS are 24% and 30% or higher. Yields, in FLL, are also lower so touting the #1 carrier doesn’t seem to be a boon to business in my option. Particularly when long haul international is not even an option with the current fleet.
01-27-2026 | 08:32 AM
Line Holder
Joined: Sep 2016
Posts: 1,157
Likes: 35
Not only is there not an urgency to hit D0, but when there is a delay, it seems like some stop caring. The posted delay time should also be a goal to hit to prevent further delays. I don’t know if they track that but I hope they do. Regarding A14, it is contingent upon D0. It starts at the departure gate.
01-27-2026 | 08:34 AM
Line Holder
Joined: Jul 2022
Posts: 1,592
Likes: 153
From: 787 FO
FLL represents around 19% of passengers while JFK and BOS are 24% and 30% or higher. Yields, in FLL, are also lower so touting the #1 carrier doesn’t seem to be a boon to business in my option. Particularly when long haul international is not even an option with the current fleet.
01-27-2026 | 08:46 AM
Line Holder
Joined: Sep 2016
Posts: 1,157
Likes: 35
When your non pilot financial advisor says we have about 2 years left before bankruptcy, there’s definitely urgency for change. Considering we won’t make money in 2027 either.
also we have a cost issue. Sure we can get $950 in EBIT but then you have to factor in actual expenses like interest on debt which we have A LOT of
also we have a cost issue. Sure we can get $950 in EBIT but then you have to factor in actual expenses like interest on debt which we have A LOT of
01-27-2026 | 08:56 AM
On Reserve
Joined: Nov 2024
Posts: 97
Likes: 27
I disagree with this part of your statement. Many of our missed D0s are from 1 min to 10 mins, which usually still have us achieving A14 on that flight. Those flights still count as on time. This is why sometimes you will see, for example, 50% for D0 and 84% A14 in our metrics.
01-27-2026 | 09:10 AM
Line Holder
Joined: Nov 2013
Posts: 634
Likes: 113
From: 737CA
2. Corporate bonds(probably very high interest rate)
3. Convertible bonds. Debt that coverts to shares at some point.
4. Collateralized debt.
They have some options.
01-27-2026 | 10:00 AM
Line Holder
Joined: Sep 2016
Posts: 1,157
Likes: 35
Technically that’s true but my point was that aiming for D0 should be the goal. The closer we are to that goal the better chance we have of hitting A14. There will be times when we are 16 minutes late due to a long taxi, holding, etc. and would have been on time if we departed at D0. Every minute counts.
Edit: I reread your post, I see you are talking about AO/GO not caring enough about those metrics.
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