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Airline Is In Deep Trouble And Even United Doesn’t Want It

 <https://liveandletsfly.com/category/jetblue/> JetBlue


JetBlue Founder Says Airline Is In Deep Trouble And Even United Doesn’t Want It


  <https://liveandletsfly.com/author/matthew-klint/> Matthew Klint  Posted on 
<https://liveandletsfly.com/jetblue-deep-trouble-united-not-interested/> April 
15, 2026   
<https://liveandletsfly.com/jetblue-deep-trouble-united-not-interested/#comments>
 10 Comments

 

 

 

 

  
<https://liveandletsfly.com/wp-content/uploads/2026/04/DAVID-NEELEMAN-JETBLUE.jpeg>
 

JetBlue’s future just got a very blunt reality check from one of the smartest 
CEOs in the business…who also happens to be the founder of JetBlue.


Even United Does Not Want JetBlue, Per David Neeleman


Many have wondered whether the  
<https://liveandletsfly.com/united-american-airlines-merger/> maneuvering by 
United Airlines CEO Scott Kirby at the White House over a merger with American 
Arlines was a strategic chess move to smooth the way for United’s acquisition 
of JetBlue. The theory goes that because a deal with JetBlue is so small in 
comparison to one with American, which is now being seriously debated by 
analysts and investors, it would be less likely to face regulatory scrutiny.

But JetBlue’s balance sheet is seriously flawed, leading many to question  the 
upside of such a merger for United.

In an internal interview with Breeze Airways pilots, David Neeleman, the 
founder of JetBlue and current CEO of Breeze, offered a remarkably candid 
assessment of JetBlue’s situation. More importantly, he poured cold water on 
the idea that United is waiting in the wings to acquire it.

“JetBlue’s in a really tough spot. They really are….When Jamie Baker, who’s an 
analyst for JP Morgan, came out with his estimates for all the airlines based 
on 450 fuel—two bucks—it showed JetBlue losing $1.3B this year. That would 
probably put them into bankruptcy, I assume. That would also take them to $9B 
in debt. Today, they are paying over $600M in interest on that debt and that 
would take it up closer to $800M in interest. That would be tough.

“There was some thought that United was just doing that with American to clear 
the decks to buy JetBlue but I know it from a pretty good source in United that 
they are very concerned about JetBlue’s debt and they are not really 
interesting in taking that on, so I think JetBlue has very few options. I don’t 
think Southwest is interested in them. I know Alaska is not. United is 
concerned about the debt so obviously if Spirit went under and fuel went back 
under 250 you know, they were just with their nose above the water. They’ve 
doubled down in Ft Lauderdale so they really want to make that work.”

 

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