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LON:JET2

Jet2 PLC

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 1590.00p Consumer Cyclical - Travel ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
1590.00p
Buy <=wait / entry
1326.67p
Trim >=take some off
1680.00p
Thesis breakA sustained UK consumer spending recession that drives Jet2holidays package volu...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Record FY26 revenue of GBP 7,482.1m (+4% YoY) and 5% passenger growth to 20.83m driven by new bases at London Luton and Bournemouth
  • Launch of new GBP 250m share buyback program after returning GBP 363m via buybacks and dividends
  • Ended FY26 with over GBP 2 billion net cash supporting growth and returns
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.