For the quarter ended December 2025, JetBlue Airways (JBLU) reported revenue of $2.24 billion, down 1.5% over the same period last year. EPS came in at -$0.49, compared to -$0.21 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $2.22 billion, representing a surprise of +1.19%. The company delivered an EPS surprise of -8.55%, with the consensus EPS estimate being -$0.45.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how JetBlue performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Load factor: 81.5% compared to the 83% average estimate based on five analysts.
- Operating revenue per ASM: 14.13 cents versus the four-analyst average estimate of 13.83 cents.
- Average fuel cost per gallon, including fuel taxes: $2.51 compared to the $2.45 average estimate based on four analysts.
- Operating expense per ASM: 14.76 cents compared to the 14.49 cents average estimate based on four analysts.
- Available seat miles (ASMs): 15.88 billion versus 16.02 billion estimated by four analysts on average.
- Operating expense per ASM, excluding fuel: 11.49 cents compared to the 11.24 cents average estimate based on four analysts.
- Passenger revenue per ASM: 12.93 cents versus 12.68 cents estimated by four analysts on average.
- Revenue passenger miles (RPMs): 12.94 billion versus the four-analyst average estimate of 13.29 billion.
- Fuel gallons consumed: 201.00 Mgal versus 206.61 Mgal estimated by three analysts on average.
- Yield per passenger mile: 15.87 cents versus the three-analyst average estimate of 15.3 cents.
- Operating Revenues- Passenger: $2.05 billion compared to the $2.03 billion average estimate based on five analysts. The reported number represents a change of -2.2% year over year.
- Operating Revenues- Other: $191 million versus $187.79 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.9% change.
View all Key Company Metrics for JetBlue here>>>
Shares of JetBlue have returned +12.1% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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JetBlue Airways Corporation (JBLU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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