NASDAQ$JBLU

JetBlue Airways Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported a GAAP loss per share of ($0.58) and a pre-tax loss of ($151) million.

JetBlue reported its Q2 2022 results, including a GAAP loss per share of ($0.58) and an adjusted loss per share of ($0.47). Revenue increased by 16.1% year over three. The company ended the quarter with approximately $2.6 billion in unrestricted cash, cash equivalents, and investments.

  • Reported GAAP loss per share of ($0.58) in the second quarter of 2022.
  • Adjusted loss per share was ($0.47) in the second quarter of 2022.
  • GAAP pre-tax loss of ($151) million in the second quarter of 2022.
  • Revenue increased 16.1% year over three.

Headline financials

Total Revenue

$2.45B

Previous: $1.5B+63.1%
EPS (adj)

-$0.47

Previous: -$0.65+27.7%
Load Factor

85.1%

Previous: 79.2%+7.4%
Free Cash Flow

-$188M

Previous: $64M-393.8%
Net Income

-$188M

Previous: $64M-393.8%
Operating Income

-$113M

Previous: $147M-176.9%
Gross Profit

-$1.09B

Previous: -$536M-102.6%
Cash & Equivalents

$1.61B

Previous: $2.41B-33.1%
Total Assets

$13.5B

Previous: $14.4B-6.0%
Stock-Based Comp

$7M

Previous: $9M-22.2%

Revenue & EPS history

JetBlue · Revenue · Quarterly

$2.45B

Q2 2022+63.1%vs Q2 2021
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 capacity to be flat to negative 3 percent year over three for the third quarter of 2022 and unit revenue to increase between 19 and 23 percent.

Tailwinds

  • Revenue is tracking well to help deliver a profitable quarter.
  • Early bookings keep us cautiously optimistic about the fall.
  • Expects unit revenue to increase between 19 and 23 percent in Q3.
  • Tightening forecast for full-year 2022 CASM ex-Fuel to increase in the range of 11 to 14 percent versus 2019.
  • Expects to see some productivity improvement into the fourth quarter and 2023.

Headwinds

  • High fuel prices are weighing on margins this summer.
  • Short-term operational investments are weighing on margins this summer.
  • Expects capacity to be flat to negative 3 percent year over three for the third quarter of 2022.
  • Forecasting CASM ex-Fuel to increase 15 to 17 percent for the third quarter of 2022.
  • Heightened level of operational investments.

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 2022

Historical avgQ2 2022

-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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