Core Insights - JetBlue Airways reported a revenue of $2.32 billion for the quarter ended September 2025, reflecting a decrease of 1.8% year-over-year and a slight miss of 0.12% against the Zacks Consensus Estimate [1] - The company posted an EPS of -$0.40, worsening from -$0.16 in the same quarter last year, but exceeded the consensus EPS estimate of -$0.43 by 6.98% [1] Financial Performance Metrics - Load factor was reported at 85.1%, slightly below the estimated 85.8% [4] - Average fuel cost per gallon was $2.49, marginally lower than the estimated $2.51 [4] - Operating revenue per ASM was 13.75 cents, slightly below the estimated 13.78 cents [4] - Available seat miles (ASMs) totaled 16.88 billion, just shy of the estimated 16.89 billion [4] - Operating expense per ASM, excluding fuel, was 11.02 cents, better than the estimated 11.11 cents [4] - Passenger revenue per ASM was 12.65 cents, below the estimated 12.74 cents [4] - Revenue passenger miles (RPMs) reached 14.37 billion, under the estimated 14.54 billion [4] - Fuel gallons consumed were 217.00 million, slightly above the estimated 216.23 million [4] - Operating expense per ASM was 14.34 cents, lower than the estimated 14.43 cents [4] - Yield per passenger mile was 14.86 cents, significantly below the estimated 22.55 cents [4] - Operating revenues from passengers were $2.14 billion, down 2.9% compared to the year-ago quarter and slightly below the estimated $2.15 billion [4] - Operating revenues from other sources were $187 million, exceeding the estimated $177.28 million and representing a 12% increase year-over-year [4] Stock Performance - JetBlue's shares have returned -6.5% over the past month, contrasting with a +3.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

The carrier said that demand inflected positively in early July and maintained momentum in the ensuing months, pushing total operating revenue up 1.1% to a third-quarter record of $6.95 billion. ...

Core Insights - United Airlines reported $15.23 billion in revenue for Q3 2025, a year-over-year increase of 2.6%, with an EPS of $2.78 compared to $3.33 a year ago, indicating a decline in earnings per share [1] - The revenue fell slightly short of the Zacks Consensus Estimate of $15.3 billion, resulting in a surprise of -0.51%, while the EPS exceeded expectations by 5.3% [1] Financial Performance Metrics - Passenger load factor was 84.4%, below the average estimate of 85.1% [4] - Available seat miles (ASMs) were reported at 87.42 billion, slightly above the average estimate of 86.65 billion [4] - Passenger revenue per available seat mile (PRASM) was 15.8 cents, lower than the average estimate of 16.09 cents [4] - Revenue passenger miles (RPMs) reached 73.77 billion, slightly above the estimated 73.57 billion [4] - Total revenue per available seat mile (TRASM) was 17.42 cents, below the average estimate of 17.68 cents [4] - Average aircraft fuel price per gallon was $2.43, higher than the estimated $2.34 [4] - CASM-ex (cost per available seat mile excluding certain charges) was 12.15 cents, better than the estimated 12.48 cents [4] - Average yield per RPM was 18.73 cents, below the average estimate of 18.98 cents [4] - Fuel gallons consumed totaled 1,233.00 million gallons, lower than the estimated 1,282.33 million gallons [4] - Operating revenue from passenger services was $13.82 billion, slightly below the average estimate of $13.92 billion, reflecting a year-over-year increase of 1.9% [4] - Other operating revenue was $979 million, exceeding the average estimate of $935.02 million, with a year-over-year change of 13.2% [4] - Cargo revenue was $431 million, slightly below the estimated $445.93 million, representing a year-over-year increase of 3.4% [4] Stock Performance - United Airlines shares returned -1% over the past month, while the Zacks S&P 500 composite increased by 1% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]