JetBlue CEO: 2026 is going to be JetBlue's year

Watch on YouTube ↗  |  January 29, 2026 at 21:19  |  3:14  |  CNBC
Speakers
Joanna Geraghty — CEO, JetBlue
Phil LeBeau — Auto & Airlines Reporter, CNBC

Summary

JetBlue CEO Joanna Geraghty discusses the company's Q4 results and 2026 outlook on Closing Bell. She says 2026 should be JetBlue's year, with the company targeting a return to breakeven as 2025 initiatives mature, including new first-class and lounge offerings and the Blue Sky partnership with United Airlines. She also addresses weather impacts and improving Pratt & Whitney engine groundings.

  • JetBlue reported Q4 results earlier in the week; shares had popped more than 6% since the report before giving some back.
  • CEO Joanna Geraghty says 2026 is set to be JetBlue's year and the company could return to breakeven.
  • JetBlue's 2026 plan includes a new first-class product, Boston lounge, improved customer experience, and Blue Sky partnership ramp.
  • Blue Sky alliance with United Airlines launches earn-and-burn and reciprocal booking this quarter, with more benefits through the year.
  • CEO says recent storms may affect Q1 but should not have a meaningful full-year impact.
  • Pratt & Whitney engine groundings peaked in 2025; JetBlue expects improvement in 2026 and 2027.
  • The interview focuses on JetBlue's turnaround execution and partnership-driven scale.
Ideas
Joanna Geraghty CEO, JetBlue 0:35
2026 is JetBlue's turnaround year
2026 is set to be JetBlue's year, with the company expected to return to breakeven as 2025 initiatives come to fruition. These include improved customer experience, the Blue Sky partnership with United, lounge investments, and a new first-class product launching this year alongside the Boston lounge opening. Management also expects Pratt & Whitney engine groundings to improve after peaking in 2025, and says recent storms should not have a meaningful full-year impact.
JBLU HIGH
Joanna Geraghty CEO, JetBlue 0:49
Blue Sky partnership benefits JetBlue and United
The Blue Sky partnership with United Airlines is ramping up, with earn-and-burn loyalty benefits already announced and reciprocal booking on each other's websites launching this quarter, followed by additional benefits through the year. It gives JetBlue more scale and customers more utility, loyalty value, and options in the Northeast, and management views it as a great opportunity for both JetBlue and United.
UAL HIGH
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This CNBC video, published January 29, 2026, features Joanna Geraghty discussing JBLU, UAL. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Joanna Geraghty  · Tickers: JBLU, UAL