JetBlue’s CEO Joanna Geraghty told CNBC’s Closing Bell that 2026 will be the airline’s year, citing resilience through late-year winter storms and a record on-time performance of 82% in December. The airline carried over 12 million passengers in Q4 2025, up 4% year-over-year, with strong demand in transcontinental and Caribbean routes. Geraghty highlighted strategic capacity growth of 3% in 2026, new service to Lisbon and expanded operations at Orlando International, and a full return to pre-pandemic fleet utilization by mid-year.

JetBlue secured its sixth TPG Award for Best U.S. Economy Cabin, and its ninth TPG accolade since 2018, cementing leadership in value and in-flight experience. The airline’s core product features seatback entertainment, free Fly-Fi broadband (over 2,500 terabytes streamed monthly), and complimentary branded snacks. In 2025 JetBlue rolled out its EvenMore® premium economy on 100+ domestic and transatlantic flights, adding dedicated bin space, free alcoholic beverages and priority boarding.

For Q4 JetBlue posted a net loss of $155 million, wider than the $120 million loss a year earlier, yet revenue of $2.1 billion topped consensus by 1.8%. Premium cabin revenue grew 9% year-over-year, driven by EvenMore® uptake, while unit costs declined 2% excluding fuel. Following the earnings release, shares jumped 6.6%, reflecting investor confidence in margin recovery as fuel prices stabilize and summer bookings accelerate.