A company still losing money with growing sales. Institutions are adding.
Going well
Sales up 21% in the latest quarter vs a year ago
Sales growth speeding up
Watch out for
Losing money
High debt: 6.28x equity
Bills due within a year exceed short-term assets
Money moves
Insiders sold $9K in the last 30 days, all through pre-planned sales
Institutions added 10% to their holdings in the quarter ending June 2026 (210 bought, 152 sold)
Held by Carl Icahn
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$2.38-9.2% that day
Company value
$898M
Share price times all shares
Price vs sales
0.09x
No profit over the last year, so this compares value with sales instead
Cash vs value
140%
A big cushion: cash is a large part of what the company is worth
Debt vs value
946%
Owes more than the whole company is worth
From JBLU's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Sep '26
$2.8B+21% vs a year earlier
Dec '23Tap a barSep '26
Last 12 months: $10.0B, up 9.9% from the 12 months before. Over 5 years, sales grew about 25% a year.
What the price assumes
Your guesses, our math
Move the sliders to your own view of JBLU. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$16.1B
Profit in 5 years$1.6B
Price these guesses point to$52.58+2109% vs $2.38 todayAbout +86% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales could shrink about 41% a year for 5 years and still match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.
Forum talk counts mentions of JBLU in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
0/6Weak
MissReturn on equity 15%+Earns a lot on the money owners have in the business.-25.3%
MissDebt under half of equityNot relying on borrowed money.4.01x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-6.6%
MissProfitable every yearSteady profits, not one good year.4 of 10 years
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$94.0M
MissShare count not growingNot diluting owners. Falling means buybacks.+13.1% in 3 years
Revenue
$9.1B
-2.3% vs prior year
5-year growth
+25.1%/yr
revenue, per year
Total debt
$8.5B
4.01x equity
Current ratio
0.74x
short-term assets / bills due
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 30, 2026
Reported Oct 26After close4:15 pm ET
Revenue
$2.8B
+21.1% YoY
EPS
-$0.68
vs -$0.39
Op. margin
-5.1%
-0.8 pts
Free cash flow
-$465.0M
Share count
+3.7%
vs a year ago
Insider rating
Last 90 days
50Mixed
Pre-planned sales of $9K (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
73/ 100
This week
3
Normal week
1.1
vs normal
2.8x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+10.0%
Institutions added 10.0% to their holdings. 210 bought, 152 sold.
Shares held by institutions329.8M
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
+4.2%
Cash runwayAt last year's cash burn
161 months
Debt to equityLatest balance sheet: debt compared with what owners have
6.3x · $8.4B debt
Shares outstandingLatest reported
377M
Why moderate risk
Losing money
High debt: 6.28x equity
Bills due within a year exceed short-term assets
Earnings reports
Last 12
Next reportAround Jan 26, 2027 (est.)Estimated from the same quarter last year
Results filedOct 26
Results filedJul 28
Results filedApr 28
Results filedJan 27
Results filedOct 28, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days