JetBlue Reports Second Quarter 2025 Operating Profit Amid Strengthening Demand and Strategic Momentum Under JetForward Plan
JetBlue Airways Corporation today announced its financial and strategic results for the second quarter of 2025, demonstrating continued progress under its long-term transformation initiative, JetForward, and delivering a modest operating profit as a result of improving travel demand and operational improvements.
In a statement accompanying the release of the results, JetBlue Chief Executive Officer Joanna Geraghty emphasized the airline’s solid performance over the first half of 2025 and reiterated the company’s commitment to driving sustainable profitability through JetForward.
“We ended the first half of 2025 with meaningful progress on JetForward,” said Geraghty. “Operational investments drove significant reliability improvements, with on-time performance up three points year-over-year. Customer satisfaction also increased considerably over the first half of this year, and JetBlue’s Net Promoter Score rose by double digits.”
Geraghty added that despite a persistently challenging macroeconomic backdrop, the airline met or exceeded its financial expectations for the quarter, delivering an operating profit and strengthening its foundation for long-term growth.
“The momentum we have built since launching our multi-year strategy last summer reinforces our conviction that JetForward is the right plan to return JetBlue to sustained profitability,” she said.
Strengthening Demand Trends Support Revenue Recovery
JetBlue President Marty St. George echoed Geraghty’s optimism, pointing to positive demand trends that emerged as the quarter progressed. According to St. George, the airline saw a notable upswing in short-term and peak-season bookings.
“Demand for air travel improved as the quarter progressed, resulting in significant strength for bookings within 14-days of travel, as well as for peak travel periods,” he noted. “We are encouraged to see that momentum carry into July and, we are optimistic that demand will continue to improve through the end of the year.”
St. George emphasized that although economic uncertainties remain, travel behavior has remained resilient, particularly during peak periods, providing JetBlue with the opportunity to optimize yields and manage capacity more effectively. The airline is focused on matching supply with demand, maintaining flexibility, and executing disciplined capacity planning throughout the remainder of 2025.
Operational Gains Drive Customer Satisfaction
JetBlue’s operational improvements have been a cornerstone of the JetForward plan. During the second quarter, the airline implemented a series of technology, staffing, and scheduling initiatives aimed at boosting reliability and reducing delays. As a result, JetBlue reported a three-point year-over-year improvement in on-time performance.
In tandem, customer experience metrics also improved. The company’s Net Promoter Score (NPS)—a key indicator of customer satisfaction and loyalty—saw double-digit growth during the first half of the year. According to Geraghty, these gains were the direct result of targeted investments in people, processes, and digital tools that enhance the passenger journey from booking through arrival.
These improvements have also supported a more consistent brand experience across JetBlue’s growing network and are expected to further solidify customer loyalty as the company prepares for the upcoming holiday travel season.
Blue Sky Collaboration with United Airlines Introduced
One of the most significant strategic developments during the quarter was the announcement of Blue Sky, a new commercial partnership with United Airlines that expands the reach and value proposition of both carriers.
Announced in May 2025, the Blue Sky collaboration is designed to broaden the choices available to customers by leveraging the complementary strengths of JetBlue and United. The partnership will operate under a traditional interline agreement, allowing travelers to access hundreds of new destinations and streamlined connections across both airlines’ global networks.
“We believe Blue Sky will enable each airline to offer its customers access to hundreds of new flights and destinations, with the opportunity to earn and redeem loyalty points and miles across each other’s networks,” said St. George.
Importantly, the partnership goes beyond flight connectivity. As part of the agreement, United will transition the distribution of its non-flight ancillary services—including hotels, rental cars, and other travel products—to JetBlue’s travel technology subsidiary, Paisly.
This move is expected to significantly expand Paisly’s high-margin revenue opportunities, allowing JetBlue to tap into a broader share of traveler spending beyond airfare. By integrating Paisly’s travel merchandising platform into United’s ecosystem, both airlines expect to unlock operational efficiencies and incremental customer value.
Revised JetForward Financial Targets
The introduction of Blue Sky has prompted JetBlue to revise upward its financial expectations under the JetForward transformation plan. Initially announced in mid-2024, JetForward is a multi-year strategy focused on operational efficiency, revenue diversification, network optimization, and digital innovation.
The plan originally aimed to deliver between $800 million and $900 million in EBIT (earnings before interest and taxes) benefit by the end of 2027. However, based on the stronger-than-anticipated impact of the Blue Sky collaboration, JetBlue now projects a total EBIT benefit of $850 million to $950 million over the same period.
“Blue Sky is expected to contribute $50 million more in incremental EBIT than we had initially planned for a partnership – accelerating JetForward,” said St. George.
The upward revision reflects both enhanced revenue potential and more efficient cost structures stemming from strategic collaborations and internal performance initiatives. JetBlue expects these benefits to materialize over the next two to three years, with a gradual ramp-up as partnerships, technology rollouts, and network synergies mature.
Focus on Execution and Margin Expansion
As JetBlue moves into the second half of 2025, leadership remains focused on executing its strategic initiatives, strengthening its balance sheet, and optimizing profitability. Priorities for the remainder of the year include:
- Continuing to enhance operational reliability, especially during peak travel periods;
- Expanding high-margin ancillary revenue streams, including through Paisly and loyalty programs;
- Deepening strategic partnerships such as Blue Sky to extend customer reach and network breadth;
- Maintaining cost discipline and managing capacity growth in line with demand trends;
- Investing in digital platforms and tools that improve the end-to-end customer experience.
JetBlue also emphasized its commitment to sustainability and environmental responsibility, which remain core pillars of the JetForward vision. The airline continues to invest in fuel-efficient aircraft and sustainable aviation fuel (SAF) partnerships, aligning with its long-term goal to achieve net-zero carbon emissions by 2040.
JetBlue is New York’s Hometown Airline® and a leading carrier in Boston, Fort Lauderdale-Hollywood, Los Angeles, Orlando, and San Juan. Known for its low fares and award-winning service, JetBlue carries millions of customers annually across the U.S., Caribbean, and Latin America.