财务表现 - 总营业收入为24.28亿美元，同比下降6.9%[19] - 客运收入为22.65亿美元，同比下降7.9%[19] - 其他收入为1.63亿美元，同比增长9.1%[19] - 总运营费用为23.71亿美元，基本持平[19] - 燃油费用为6.26亿美元，同比增长0.7%[19] - 工资、薪酬和福利费用为7.84亿美元，同比增长1.6%[19] - 营业利润为5700万美元，同比下降75.9%[20] - 税前亏损为7.36亿美元[22] - 净亏损为6.91亿美元[22] - 每股基本和稀释亏损分别为2.02美元和2.02美元[23] - 不含特殊项目和投资收益的调整后税前利润为3.4百万美元，同比下降85.6%[46] - 不含特殊项目和投资收益的调整后每股收益为0.08美元，同比下降82.2%[51,52] - 不含燃油费的单位营业成本为10.24美分，同比增加3.7%[40] - 不含特殊项目和投资收益的调整后营业利润率为-2.2%，同比下降12.1个百分点[44,45] - 不含特殊项目和投资收益的调整后税前利润率为-3.2%，同比下降12.3个百分点[47,48] 战略举措 - 公司推出了JetForward战略框架以恢复盈利能力[3] - 公司正在通过多项措施提高准点率和提供优质客户服务来提高可靠性和客户关怀[4] - 公司正在重新调整网络,专注于从纽约、新英格兰、佛罗里达和拉丁美洲地区开展的休闲航线[4] - 公司正在优化产品和忠诚度计划,以吸引重视高质量和优质体验的客户[5] - 公司正在通过成本转型计划实现历史成本优势,预计将在2027年前带来1.75亿美元的结构性成本节约[6] - 公司正在通过资本纪律推迟约30亿美元的资本支出,以改善现金流[6][7] - 公司计划在2025年至2027年期间实现8亿美元至9亿美元的EBIT增量[2][7] 特殊项目 - 公司在2024年上半年发生了5.63亿美元的特殊项目费用,主要包括Spirit相关成本、自愿离职费用和E190机队过渡费用[39,41] - 公司在2023年上半年发生了1.36亿美元的特殊项目费用,主要包括工会合同成本和Spirit相关成本[39,41] - 公司在2024年第二季度发生了100万美元的特殊项目费用,主要为自愿离职费用[39,41] - 公司在2023年第二季度发生了2400万美元的特殊项目费用,主要为Spirit相关成本[39,41] 财务指引 - 公司在第二季度超越了指导目标[3] - 公司预计第三季度和全年的单位收益将同比有所改善,支持公司的300百万美元收入计划[11][12] - 公司预计2024年全年CASM-ex燃油同比增长6.5%-8.5%[12][13]

文章核心观点 - JetBlue Airways即将于7月30日公布2024年第二季度业绩 [1] - JetBlue Airways在过去4个季度中有3次超出了Zacks共识预期,平均超出4.77% [2] - JetBlue Airways的第二季度亏损预期为每股16美分,较60天前的26美分有所收窄 [3] - JetBlue Airways的收入预期为24亿美元,较去年同期下降8.23% [4] 公司表现分析 - JetBlue Airways的扩张项目在需求增加的情况下预计将提升其在报告季度的业绩 [5] - 客运收入预计为22.3亿美元,较第一季度增长8.4% - 其他收入预计为1.537亿美元 - 但运营成本的上升可能会对公司的利润产生不利影响 [6] - 燃油价格虽然已从高位下降,但仍处于较高水平,预计为每加仑2.90美元 财务数据 - 2024年第一季度,JetBlue Airways的亏损(不含1.68美元的非经常性项目)为每股43美分,好于Zacks共识预期的53美分亏损 [9] - 2024年第一季度的营业收入为21.1亿美元,略高于Zacks共识预期的22亿美元,但同比下降5.11% [10] 其他同行表现 - 物流公司Expeditors International的第二季度收益有望超预期 [12] - 毕竟该公司在过去4个季度中有1次超预期,3次低于预期,平均低于3.44% - 物流公司C.H. Robinson的第二季度收益也有望超预期 [14] - 该公司在过去4个季度中有3次超预期,1次低于预期,平均超预期2.07%

JetBlue Airways (JBLU) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 30, 2024, might help the stock move higher if these key numbers are better than exp ...

JetBlue Airways’ (JBLU) shares have gained 15% in the past six months compared with the industry’s 10.2% growth. The S&P 500 composite index rose 17.2% in the same time frame, while the Zacks Transportation sector declined 4.3%. The low-cost carrier currently has a market capitalization of $1.99 billion.Image Source: Zacks Investment ResearchUpbeat passenger volumes, owing to a buoyant air travel demand scenario, are primarily driving growth at JBLU. The airline operator, presently carrying a Zacks Rank #3 ...

JetBlue Airways Corporation (JBLU) is forging ahead to strengthen itsfoothold in Mexico. To this end, JBLU has officially launched a service between New York’s John F. Kennedy International Airport (JFK) and Tulum’s Felipe Carrillo Puerto Tulum International Airport (TQO).JetBlue's new daily nonstop service from New York JFK to Tulum marks JetBlue’s third destination in Mexico, apart from Cancun and Los Cabos. The newly launched Tulum route will be served using JBLU’s Airbus A320 aircraft.JBLU had started i ...

JetBlue Airways’ (JBLU) efforts to upgrade its fleet are commendable. However, JBLU is grappling with major headwinds like high operating expenses, which are adversely impacting its bottom line.Factors Favoring JBLUJetBlue's fleet modernization is impressive, marked by the introduction of the Airbus A321neo and the launch of transatlantic service to London. Its success is further highlighted by the expansion of the Mint service from Newark, with $75 million in savings expected by 2024.JBLU’s commitment to r ...

A Spirit Airlines aircraft undergoes operations in preparation for departure at the Austin-Bergstrom International Airport in Austin, Texas, on Feb. 12, 2024.Spirit Airlines CEO Ted Christie said Friday that the budget airline isn't considering a chapter 11 bankruptcy filing and is "encouraged" by its plan after a failed takeover by JetBlue Airways.Spirit has been struggling with shifting travel demand, increased U.S. competition and a Pratt & Whitney engine recall that grounded dozens of its Airbus planes. ...

JetBlue Airways Corporation (JBLU) has provided updated guidance for the second quarter of 2024.JBLU now anticipates its second-quarter revenues to decline between 6.5% and 9.5% year over year, which marks an improvement from the previous guidance of a 6.5% to 10.5% decline.Capacity or Available Seat Miles (ASMs) is now anticipated to decline in the 2-4% range. This marks an improvement over the prior forecast to decline in the 2-5% band.Further, the company has lowered its CASM, excluding fuel and special ...

In a customer-friendly move, JetBlue Airways (JBLU) recently announced plans to expand its network in Puerto Rico. The low-cost carrier also revealed plans to introduce the highly popular Mint service — JBLU’s take on premium travel — to three cities. As part of its expansion move, it also intends to start flying to three more Caribbean destinations.Let’s delve deeper.To boost its presence in Puerto Rico, management announced that from October, it will add flights to six new destinations from its capital ci ...

Travel demand remains strong, but cracks are showing at certain carriers.In the recently completed first quarter, travel demand held up surprisingly well, countering investor fears that rising inflation and energy prices would eat into big-ticket purchases like airfares. But cracks are forming in individual names.Shares of Frontier Group Holdings (ULCC -3.31%) fell 25.5% in April, according to data provided by S&P Global Market Intelligence, and shares of Southwest Airlines (LUV 0.62%) and JetBlue Airways ( ...