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Held by 376 of 5,944 reporting institutions (96th percentile) — extremely crowded.
Data as of Q1 2026
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Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
2/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash-conversion data unavailable. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage rising year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
No dividend to cover. Last year: $0 dividends + $0 buybacks = $0 returned on -$1.2B FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Operating income fell despite reinvestment — a warning on capital productivity. Current ROIC on all capital: -6%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $1.9B covers the $755M due within a year 2.6× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Thin coverage — earnings barely cover interest. Effective rate ~6.9% on $8.5B of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
No standout strengths flagged.
Where each multiple sits in its own 14-yr range · 35th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 19.8× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| SG&A | 3.8 | 3.6 | 3.7 | 3.0 | 3.2 | 3.3 | 3.5 | 3.4 |
| Operating Income | 3.5 | 9.9 | -58.0 | -1.3 | -3.3 | -2.4 | -7.4 | -4.1 |
| Income Tax | 0.4 | 2.5 | -18.2 | -1.3 | -0.8 | -0.2 | -1.1 | -1.9 |
| Net Income | 2.5 | 7.0 | -45.8 | -3.0 | -4.0 | -3.2 | -8.6 | -6.6 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on JBLU: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.06B 100.0% | $9.28B 100.0% | $9.62B 100.0% | $9.16B 100.0% | $6.04B 100.0% | $2.96B 100.0% | $8.09B 100.0% | $7.66B 100.0% | $7.01B 100.0% | $6.58B 100.0% |
| Selling, General & Admin | $305.0M 3.4% | $328.0M 3.5% | $316.0M 3.3% | $289.0M 3.2% | $183.0M 3.0% | $110.0M 3.7% | $290.0M 3.6% | $294.0M 3.8% | $271.0M 3.9% | $263.0M 4.0% |
| Total Operating Expenses | $9.43B 104.1% | $9.96B 107.4% | $9.85B 102.4% | $9.46B 103.3% | $6.12B 101.3% | $4.67B 158.0% | $7.29B 90.1% | $7.39B 96.5% | $6.04B 86.1% | $5.32B 80.9% |
| Operating Income | -$368.0M -4.1% | -$684.0M -7.4% | -$230.0M -2.4% | -$298.0M -3.3% | -$80.0M -1.3% | -$1.71B -58.0% | $800.0M 9.9% | $266.0M 3.5% | $973.0M 13.9% | $1.26B 19.1% |
| Interest Expense | $588.0M 6.5% | $365.0M 3.9% | $210.0M 2.2% | $166.0M 1.8% | $6.0M 0.1% | — | — | — | — | — |
| Interest & Investment Income | $127.0M 1.4% | $111.0M 1.2% | $70.0M 0.7% | $21.0M 0.2% | — | — | — | — | — | — |
| Other Income (Expense), net | -$406.0M -4.5% | -$213.0M -2.3% | -$104.0M -1.1% | -$139.0M -1.5% | -$183.0M -3.0% | -$179.0M -6.1% | -$32.0M -0.4% | -$47.0M -0.6% | -$55.0M -0.8% | -$96.0M -1.5% |
| Pretax Income | -$774.0M -8.5% | -$897.0M -9.7% | -$334.0M -3.5% | -$437.0M -4.8% | -$263.0M -4.4% | -$1.89B -64.0% | $768.0M 9.5% | $219.0M 2.9% | $918.0M 13.1% | $1.16B 17.7% |
| Income Tax Expense | -$172.0M -1.9% | -$102.0M -1.1% | -$24.0M -0.2% | -$75.0M -0.8% | -$81.0M -1.3% | -$539.0M -18.2% | $199.0M 2.5% | $30.0M 0.4% | -$222.0M -3.2% | $437.0M 6.6% |
| Net Income | -$602.0M -6.6% | -$795.0M -8.6% | -$310.0M -3.2% | -$362.0M -4.0% | -$182.0M -3.0% | -$1.35B -45.8% | $569.0M 7.0% | $189.0M 2.5% | $1.14B 16.3% | $727.0M 11.0% |
| Per Share | ||||||||||
| EPS (Basic) | $-1.66 | $-2.30 | $-0.93 | $-1.12 | $-0.57 | $-4.88 | $1.92 | $0.60 | $3.47 | $2.23 |
| EPS (Diluted) | $-1.66 | $-2.30 | $-0.93 | $-1.12 | $-0.57 | $-4.88 | $1.91 | $0.60 | $3.45 | $2.13 |
| Weighted Avg Shares (Basic) | 362.1M | 346.0M | 332.9M | 323.6M | 318.0M | 277.5M | 296.6M | 312.9M | 328.7M | 326.5M |
| Weighted Avg Shares (Diluted) | 362.1M | 346.0M | 332.9M | 323.6M | 318.0M | 277.5M | 298.4M | 314.5M | 330.4M | 342.2M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Ranked against 651 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LTM | $28.75T | — | — | — | — | — | — | — | — | — | 160 |
| CAT | $364.2B | 41.6× | 29.1× | 5.4× | 4.3% | 33.8% | 13.1% | 41.7% | 15.4% | 2.7× | 3,616 |
| GE | $328.2B | 38.4× | — | 7.2× | 18.5% | — | 19.0% | 46.6% | 22.2% | — | 3,077 |
| RTX | $264.2B | 39.7× | 18.8× | 3.0× | 9.7% | — | 7.6% | 10.3% | 10.3% | 0.0× | 3,277 |
| BA | $204.4B | 81.4× | 41.0× | 2.3× | 34.5% | 4.8% | 2.5% | 41.0% | 3.3% | 10.0× | 2,435 |
| DE | $181.0B | 36.2× | — | 4.0× | -11.7% | — | 11.0% | 19.4% | 12.6% | — | 2,491 |
| ABBNY | $174.3B | 47.1× | 31.1× | 5.4× | 9.5% | 34.8% | 11.9% | 28.5% | 20.4% | 0.9× | 48 |
| UNP | $166.7B | 23.4× | 16.0× | 6.8× | 1.1% | — | 29.1% | 38.7% | 14.2% | 2.6× | 2,648 |
| ETN | $154.3B | 38.1× | — | 5.6× | 10.3% | 37.6% | 14.9% | 21.0% | 13.9% | — | 2,398 |
| HON | $131.9B | 28.2× | 16.2× | 3.5× | 7.8% | 36.9% | 12.6% | 34.0% | 9.8% | 3.6× | 2,694 |
| LMT | $123.0B | 25.0× | 16.1× | 1.6× | 5.6% | 10.2% | 6.7% | 74.6% | 17.7% | 2.5× | 2,807 |
| PH | $117.9B | 33.9× | 26.6× | 5.9× | -0.4% | 36.9% | 17.8% | 25.8% | 16.7% | 1.6× | 1,845 |
| ADP | $108.7B | 25.0× | — | 5.0× | 6.7% | 46.4% | 20.1% | 73.2% | 40.1% | — | 2,179 |
| GD | $97.3B | 23.3× | 17.1× | 1.9× | 10.1% | — | 8.0% | 16.4% | 12.5% | 1.3× | 2,123 |
| TT | $94.0B | 32.5× | 23.2× | 4.4× | 7.5% | — | 13.7% | 34.0% | 22.1% | 1.1× | 1,658 |
| PWR | $92.6B | 91.1× | 46.0× | 3.3× | 20.3% | 15.0% | 3.6% | 11.5% | 10.6% | 0.4× | 1,659 |
| VRT | $91.6B | 70.2× | 43.4× | 8.9× | 27.7% | 36.3% | 13.0% | 33.8% | 19.4% | 1.4× | 1,748 |
| JCI | $91.6B | 27.9× | — | 3.9× | 2.8% | 36.4% | 13.9% | 25.5% | 14.4% | — | 1,487 |
| HWM | $91.5B | 61.4× | 40.3× | 11.1× | 11.1% | — | 18.3% | 28.2% | 17.9% | 1.3× | 1,399 |
| CSX | $89.1B | 31.1× | 14.4× | 6.3× | -3.1% | — | 20.5% | 22.0% | 22.0% | — | 1,791 |
| MMM | $86.2B | 27.1× | 16.6× | 3.5× | 1.5% | 39.9% | 13.0% | 69.1% | 18.8% | 2.1× | 2,051 |
| WM | $86.2B | 31.9× | 12.1× | 3.4× | 14.2% | 40.4% | 10.7% | 27.1% | 25.3% | 0.1× | 2,262 |
| UPS | $83.9B | 15.1× | 9.4× | 0.9× | -2.6% | — | 6.3% | 34.3% | 13.8% | 2.2× | 2,025 |
| EMR | $82.1B | 36.1× | — | 4.6× | 3.0% | 52.8% | 12.7% | 11.3% | 6.9% | — | 2,112 |
| CTAS | $80.4B | 45.3× | 28.9× | 7.8× | 7.7% | 50.0% | 17.5% | 38.7% | 25.5% | 0.8× | 1,366 |
| JBLU | $1.6B | — | 25.4× | 0.2× | -2.3% | — | -6.6% | -28.4% | -5.7% | 26.6× | 376 |
Peers = companies sharing JBLU's sector (Industrials) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.