NASDAQ$JBLU

JetBlue Airways Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

JetBlue's financial performance exceeded expectations due to progress on revenue and cost initiatives.

JetBlue reported a net loss of $716 million, or $2.11 loss per share, for the first quarter of 2024. However, adjusted net loss, excluding special items, was $145 million, or $0.43 loss per share. The company's revenue was $2.2 billion, a 5.1% decrease year-over-year. JetBlue is focused on executing its refreshed standalone strategy to return to profitability.

  • Operation performed above plan due to improved reliability.
  • Significant elevated capacity in the Latin region is expected to pressure revenue.
  • Announced significant network changes to reallocate unprofitable flying to proven leisure markets.
  • Implemented new fixed cost savings initiatives and rationalized real estate footprint.

Headline financials

Total Revenue

$2.21B

Previous: $2.33B-5.1%
EPS

-$2.11

Previous: -$0.34-520.6%
Operating Margin

-32.6%

No prior period
Pre-tax Margin

-34.7%

No prior period
Load Factor

79.7%

Previous: 79.8%-0.1%
Average Fare

$214.39

No prior period
Yield per Passenger Mile

$0.16

No prior period
Passenger Revenue per ASM

$0.13

No prior period
Operating Expense per ASM

$0.18

No prior period
CASM ex-Fuel

$0.11

Previous: $9.99-98.9%
Average Fuel Cost per Gallon

$2.97

Previous: $3.50-15.1%
Free Cash Flow

-$716M

Previous: -$192M-272.9%
Net Income

-$716M

Previous: -$192M-272.9%
Operating Income

-$719M

Previous: -$242M-197.1%
Gross Profit

-$817M

Previous: -$957M+14.6%
Cash & Equivalents

$1.24B

Previous: $1.33B-7.2%
Total Assets

$13.7B

Previous: $13.2B+3.7%
Stock-Based Comp

$12M

Previous: $10M+20.0%

Revenue & EPS history

JetBlue · Revenue · Quarterly

$2.21B

Q1 2024-5.1%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

JetBlue · $1.74B total across 2 segments · Q1 2022

  • Passenger
    $1.6B+139.3%
  • Other
    $133M+111.1%

Forward guidance

JetBlue expects elevated capacity in the Latin region to impact revenue performance in Q2. The remainder of the network is steadily improving, and the company plans to launch additional revenue initiatives. JetBlue remains committed to winning in high-margin, core geographies and returning to profitability.

Tailwinds

  • Network steadily improving outside of Latin region.
  • Plans to launch additional revenue initiatives.
  • Committed to winning in high-margin, core geographies.
  • Focus on controllable cost execution.
  • Structural cost program and fleet modernization on track.

Headwinds

  • Elevated capacity in the Latin region expected to impact revenue performance.
  • Fuel continues to remain volatile.
  • Unique and dynamic challenges in the industry.
  • Revenue Year-Over-Year (10.5%) - (6.5%)
  • Available Seat Miles ("ASMs") Year-Over-Year(5.0%) - (2.0%)

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-2.3%

Avg return

Earnings day

-2.7%

Avg return

5 days after

+1.8%

Avg return

30 days after

40%

27 / 68 earnings

Positive

+13.3%

Q1 2020

Best reaction

-25.7%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%-1.6%+8.7%
Q4 2025-6.1%-4.1%+14.2%
Q3 2025-12.3%-11.0%-4.2%
Q1 2025+2.7%+17.0%+24.3%
Q4 2024-25.7%-18.7%-19.7%
Q3 2024-23.1%-21.2%-18.6%
Q2 2024+8.1%-6.2%-15.9%
Q1 2024-21.3%-23.0%-25.4%
Q4 2023-3.5%+4.4%+17.8%
Q3 2023-12.1%+4.5%+5.2%
Q2 2023-11.2%-14.0%-23.8%
Q1 2023+0.9%+4.7%+0.1%
Q4 2022-5.2%-4.9%-3.1%
Q3 2022-1.1%+2.9%+5.2%
Q2 2022+0.0%+1.0%-10.4%
Q1 2022-14.0%-15.7%-18.8%
Q4 2021+2.9%+10.1%+14.9%
Q3 2021-4.4%-4.8%-1.9%
Q2 2021-4.7%-8.0%-5.6%
Q1 2021-2.7%-1.0%-0.1%
Q4 2020-2.3%-1.7%+25.5%
Q3 2020-11.5%-4.7%+26.0%
Q2 2020-2.7%+1.1%+13.4%
Q1 2020+13.3%+0.5%+70.7%
Q4 2019+4.3%+2.4%+4.1%
Q3 2019+7.8%+7.1%+6.3%
Q2 2019+3.2%+2.2%-5.0%
Q1 2019+8.1%+7.7%+4.5%
Q4 2018+2.7%+5.1%-0.1%
Q3 2018-4.5%-1.8%+8.9%
Q2 2018-13.1%-8.9%-4.6%
Q1 2018-3.7%-3.2%-4.4%
Q4 2017-7.0%-6.3%-3.3%
Q3 2017-0.8%-2.5%+0.1%
Q2 2017-3.0%-3.1%-15.0%
Q1 2017+2.3%+0.4%+4.9%
Q4 2016-9.7%-9.9%-10.1%
Q3 2016-6.4%-7.9%+11.9%
Q2 2016+7.4%+6.1%-7.3%
Q1 2016+1.1%
Q4 2015+0.3%
Q3 2015-6.0%
Q2 2015+2.6%
Q1 2015+5.2%
Q4 2014+6.5%
Q3 2014-2.0%
Q2 2014+1.2%
Q1 2014-7.8%
Q4 2013+2.8%
Q3 2013-4.2%
Q2 2013-1.7%
Q1 2013-3.6%
Q4 2012+1.0%
Q3 2012+0.4%
Q2 2012-1.3%
Q1 2012-0.2%
Q4 2008-1.2%
Q4 2011-1.2%
Q3 2011+3.5%
Q2 2011-3.4%
Q1 2011+1.7%
Q4 2010+0.9%
Q3 2010+1.0%
Q3 2009+1.0%
Q4 2009-1.9%
Q2 2009-1.9%
Q2 2010-1.9%
Q1 2010-0.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro