JBLU
JetBlue Airways Corporation
JBLU's outlook is improving, though it still trails on the overall score.
VRT
Vertiv Holdings Co
VRT has the edge over JBLU overall, supported by stronger fundamentals and stronger valuation.
JBLU Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Weak |
JBLU's revenue is currently healthy, but its profitability, cash flow and balance sheet are under pressure.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
JBLU PE Valuation
JBLU has no meaningful PE right now: it lost money over the past year.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT's PE is in its cheap range at 39x. If earnings grow as analysts expect, today's price would be 23x next year's earnings.
JBLU Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect JBLU's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
JBLU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.67 | -$1.39 |
| Q2 2026 | -$2.38 | -$1.32 |
| Q1 2026 | -$1.93 | -$1.15 |
| Q4 2025 | -$1.66 | +$0.64 |
| Q3 2025 | -$1.28 | +$1.23 |
| Q2 2025 | -$1.06 | +$1.74 |
| Q1 2025 | -$0.78 | +$1.68 |
| Q4 2024 | -$2.30 | -$1.37 |
JBLU lost $2.67 per share over the past year, and its loss has widened in each of the last six quarters.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over JBLU on earnings quality, reporting a profit while its opponent remains loss making.
JBLU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.8B | +21% |
| Q2 2026 | $2.7B | +14% |
| Q1 2026 | $2.2B | +4.7% |
| Q4 2025 | $2.2B | -1.4% |
| Q3 2025 | $2.3B | -1.8% |
| Q2 2025 | $2.4B | -3% |
| Q1 2025 | $2.1B | -3.1% |
| Q4 2024 | $2.3B | -2.1% |
JBLU's revenue has picked up after three years of holding roughly level: $2.8B last quarter, up 21% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -5.1% | -0.8 points |
| Q2 2026 | -5.2% | -5.5 points |
| Q1 2026 | -10% | -1.9 points |
| Q4 2025 | -4.5% | -5.2 points |
| Q3 2025 | -4.3% | -2.7 points |
| Q2 2025 | 0.3% | -2.1 points |
| Q1 2025 | -8.1% | +24 points |
| Q4 2024 | 0.7% | +3.6 points |
JBLU's operating margin was −5.1% last quarter, down 0.8 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over JBLU on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over JBLU on profitability, with a higher operating margin.
JBLU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$465M | -$54M |
| Q2 2026 | -$377M | +$35M |
| Q1 2026 | -$6M | +$56M |
| Q4 2025 | -$287M | +$81M |
| Q3 2025 | -$411M | -$109M |
| Q2 2025 | -$412M | +$29M |
| Q1 2025 | -$62M | +$161M |
| Q4 2024 | -$368M | +$96M |
JBLU has burned cash in almost every quarter: −$1.1B over the past year, against −$1.3B the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over JBLU on cash generation, producing positive trailing cash flow while its opponent burns cash.
JBLU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +1.4M shares |
| 1 year | +3.7% | +13.6M shares |
| 3 years | +13% | +44M shares |
| 5 years | +17% | +56M shares |
| Available history | +26% | +78.9M shares |
JBLU has 377M diluted shares, up 3.7% from a year ago.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has the edge over JBLU on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
JBLU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 62.0x | High |
| Q2 2026 | 46.7x | High |
| Q1 2026 | 23.4x | High |
| Q4 2025 | 20.5x | High |
| Q3 2025 | 14.2x | High |
| Q2 2025 | 13.1x | High |
| Q1 2025 | 11.8x | High |
| Q4 2023 | 9.1x | High |
JBLU's net debt is more than 20 years of its operating earnings (EBITDA), up from 14 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over JBLU on leverage, with a lower net debt burden relative to earnings.
JBLU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.6 | Neutral |
| Stochastic | 30.8 | Neutral |
JBLU's weekly RSI is 44 (neutral) and its Stochastic is 31 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
JBLU PE vs Industrials Sector
| Metric | JBLU | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
JBLU has no meaningful PE right now: it lost money over the past year.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
JBLU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.53 | 7.9% above |
| 20 week MA | $4.58 | 17% below |
| 50 week MA | $4.88 | 22% below |
| 100 week MA | $5.06 | 25% below |
| 200 week MA | $5.70 | 33% below |
JBLU has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 33% below its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has the edge over JBLU on trend strength, trading above more of its moving averages.
JBLU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.9 | $14.4 | -24% |
| 2021 | $14.4 | $14.7 | +1.7% |
| 2022 | $14.7 | $6.45 | -56% |
| 2023 | $6.45 | $5.55 | -14% |
| 2024 | $5.55 | $7.80 | +41% |
| 2025 | $7.80 | $4.69 | -40% |
| 2026 YTD | $4.69 | $3.81 | -19% |
JBLU has finished lower in four of the last six years. It's down 19% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over JBLU on returns for 2026, with the stronger performance.