JetBlue(US:JBLU) Xin Lang Cai Jing·2026-02-12 20:33Company Overview - JetBlue Airways (JBLU) recently experienced a significant stock price movement, rising by 5.10% to close at $5.05. The company's financial report indicated a revenue of $2.322 billion, a net loss of $143 million, and earnings per share of -$0.39, with a price-to-earnings ratio of -3.87 [1] Business Developments - In December 2025, JetBlue opened its first airport lounge at Terminal 5 of New York's Kennedy Airport, aimed at enhancing ground service experiences to attract high-value travelers. Additionally, during the 2025 holiday season, the company saw a notable increase in passenger bookings, with strong demand for domestic and Caribbean routes, and optimized flight schedules to strengthen its leisure travel market share [2] Industry Policy and Environment - The airline industry is expected to see continued improvement in supply and demand dynamics in 2026, driven by expanded visa waiver policies and encouragement of service consumption. Supply constraints are anticipated due to delays in aircraft deliveries, which may lead to a year-over-year increase in ticket prices. This trend could provide external support for JetBlue's cost control and revenue growth. However, the company must remain vigilant regarding potential operational risks, such as the ongoing investigation into a near-collision incident involving military aircraft in the Caribbean in December 2025 [3]