NASDAQ$JBLU

JetBlue Airways Corp · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

JetBlue reported a GAAP loss per share of ($1.18) and total operating revenues of $215 million, a decrease of 89.8% year over year, due to the impact of COVID-19.

JetBlue Airways Corporation reported its Q2 2020 results, which were significantly impacted by the COVID-19 pandemic. The company experienced a 90% decline in revenue year over year, but made progress in reducing cash burn and resizing operations. JetBlue is focused on reducing cash burn, rebuilding margins, and repairing the balance sheet to emerge stronger from the crisis.

  • Second quarter 2020 revenue declined 90% year over year as a result of the impact of COVID-19.
  • Reduced second quarter 2020 capacity by 85% year over year as a result of aggressive action to mitigate cash burn.
  • Operating expenses decreased 66% year over year.
  • JetBlue ended the second quarter with approximately $2.9 billion in unrestricted cash, cash equivalents, and short-term investments.

Headline financials

Total Revenue

$215M

Previous: $2.11B-89.8%
EPS (adj)

-$2.02

Previous: $0.60-436.7%
Load Factor

33.8%

Previous: 86.0%-60.7%
Average Fuel Cost per Gallon

$0.96

Previous: $2.16-55.6%
Free Cash Flow

-$320M

Previous: $179M-278.8%
Net Income

-$320M

Previous: $179M-278.8%
Operating Income

-$410M

Previous: $250M-264.0%
Gross Profit

-$107M

Previous: -$626M+82.9%
Cash & Equivalents

$2.56B

Previous: $461M+455.5%
Total Assets

$14B

Previous: $11.2B+24.8%
Stock-Based Comp

$6M

Previous: $8M-25.0%

Revenue & EPS history

JetBlue · Revenue · Quarterly

$215M

Q2 2020-89.8%vs Q2 2019
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

JetBlue · $215M total across 2 segments · Q2 2020

  • Passenger
    $170M-91.6%
  • Other
    $45M-39.2%

Forward guidance

JetBlue expects average daily cash burn in the third quarter for a range of $7 to $9 million.

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 Q2 2020

Historical avgQ2 2020

-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%

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