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Stock impact report

JetBlue Airways Corporation (JBLU): A Bear Case Theory [Yahoo! Finance]

JetBlue Airways Corporation (JBLU) 
Last jetblue airways corporation earnings: 1/23 07:00 am Check Earnings Report
US:NASDAQ Investor Relations: investor.jetblue.com/investor-relations
Company Research Source: Yahoo! Finance
JetBlue Airways Corporation's share was trading at $4.8700 as of January 30th. JBLU's trailing and forward P/E were 13.78 and 56.18 respectively according to Yahoo Finance. JetBlue's late-December operational collapse was widely attributed to Winter Storm Devin, but that explanation materially understates the problem. Weather was merely the catalyst; the real issue was a structurally fragile operating system that failed under stress. While peers such as United and American canceled roughly 5% or fewer flights under identical Northeast conditions, JetBlue canceled about 22% of its schedule, making it a clear outlier. This divergence signals idiosyncratic failure rather than systematic weather disruption, pointing to internal weaknesses in network design, fleet availability, and recovery capacity. JetBlue's network is heavily concentrated in the Northeast, with JFK and Boston serving as primary hubs. When these airports were simultaneously disrupted, the airline lacked geographica Show less Read more
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