Jetblue Airways Corporation · NASDAQ:JBLU
Jetblue Airways — J.P. Morgan Industrials Conference 2026
11 slides from Jetblue Airways's conference presentation, Mar 17, 2026
Slide 1: J.P. Morgan Industrials Conference
J.P. Morgan Industrials Conference March 17, 2026
Slide 2: Safe Harbor
The JetBlue Way Forward | Our Strategic Evolution | Returning to Historical Earnings Power Safe Harbor This Presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. We intend such forward-looking statements to be covered
Slide 3: Demand Remains Strong Despite Volatility in Oil Prices
Demand Remains Strong Despite Volatility in Oil Prices JetForward has transformed our airline and continues to progress within expectations 2026 JetForward initiatives on-track: Blue Sky interline is live and domestic first expected in 2H26 ✓ Demand strength exiting 2025 has continued throughout 1Q2
Slide 4: JetForward Driving Transformational Change, On-Track for $850-$950M Incremental EBIT in 2027
JetForward has Driven Transformational Change Across JetBlue, On-Track to Deliver $850 - $950M Incremental EBIT in 2027 Implemented Four 2027 ✓ JetForward Initiatives Priority In process of implementing Incremental Delivered $305M incremental EBIT in 2025 Moves EBIT (1) Targets ✓ Initiated multi-yea
Slide 5: Fort Lauderdale is Delivering Positive RASM on Double Digit YoY Capacity Growth in 1Q
Fort Lauderdale is Delivering Positive RASM on Double Digit YoY Capacity Growth in 1Q More Destinations & Connectivity from FLL Bolstering FLL as a Point of Origin Launched over 20 new routes and increased frequency on 12 high-demand markets from Fort Lauderdale Growing International Connectivity Ga
Slide 6: Blue Sky Accelerating and Expected to Deliver Significant 2026 Value
Blue Sky Accelerating and Expected to Deliver Significant 2026 Value Loyalty – Enhancing the utility of points through reciprocal accrual and Implemented 4Q 2025 redemption for TrueBlue® and MileagePlus® customers Traditional Interline Agreement – Expanding our distribution reach and customer choice
Slide 7: Domestic First Class Expected to Begin Flying in 2H26
Domestic First Class Expected to Begin Flying in 2H26 Illustrative Non-Mint Aircraft Onboard Product Evolution Future Domestic Even Core / Blue Basic State First More Current Even State ✓Implemented Core / Blue Basic More Optimizing Cabin Space to Deliver the Experiences Our Customers Want Introduci
Slide 8: JetForward Priority Moves Work Together to Improve RASM
Drives improved customer retention & acquisition JetForward Priority Loyalty engagement Moves Work deepens from more opportunities and willingness Together to to spend, earn and redeem Product and perk enhancements bolster Improve overall offering • EvenMore Customer Improving customer satisfaction
Slide 9: JetForward Progress Driving Path to Positive Free Cash Flow and Restoring Balance Sheet Health
JetForward Progress Driving Path to Positive Free Cash Flow and Restoring Balance Sheet Health Long-Term Financial Priorities 2026 and Beyond End of 2027 2028 and Beyond 1 2 3 Deliver Positive Generate Restore Balance Operating Margin Free Cash Flow Sheet Health • Moderating fuel prices, improving •
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Slide 11: The JetBlue Way Forward | Our Strategic Evolution | Returning to Historical Earnings Power
The JetBlue Way Forward | Our Strategic Evolution | Returning to Historical Earnings Power
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