NASDAQ$JBLU

JetBlue Airways Corp · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported record fourth quarter revenue and solid cost execution.

JetBlue reported strong fourth quarter performance with record revenue and met its full-year cost target. The company is optimistic about building on this success in 2023 with a focus on strengthening operations and finances.

  • Net income for the fourth quarter of 2022 under GAAP of $24 million or $0.07 per share.
  • Adjusted net income for the fourth quarter of 2022 of $72 million or $0.22 per share, excluding one-time items.
  • Operating revenue of $2.4 billion for the fourth quarter of 2022, the highest fourth quarter operating revenue in company history.
  • Revenue per available seat mile (RASM) increased 16.1% for the fourth quarter of 2022 compared to the fourth quarter of 2019, despite a negative impact from Hurricane Nicole.

Headline financials

Total Revenue

$2.42B

Previous: $1.83B+31.7%
EPS (adj)

$0.22

Previous: -$0.36+161.1%
Load Factor

83.2%

Previous: 76.4%+8.9%
Average Fare

$216.20

No prior period
Average Fuel Cost per Gallon

$3.70

Previous: $2.37+56.1%
Net Income

$24M

Previous: -$129M+118.6%
Operating Income

$43M

Previous: -$119M+136.1%
Gross Profit

$514M

Previous: $255M+101.6%
Cash & Equivalents

$1.04B

Previous: $2.02B-48.4%
Total Assets

$13B

Previous: $13.6B-4.4%
Stock-Based Comp

$5M

Previous: $5M+0.0%

Revenue & EPS history

JetBlue · Revenue · Quarterly

$2.42B

Q4 2022+31.7%vs Q4 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 anticipates a strong year of revenue growth, supported by network and commercial initiatives, and expects earnings accretion from the NEA as markets mature. The company is on track to materially improve financial performance throughout 2023 and deliver a full-year adjusted profit with margins approaching pre-pandemic levels.

Tailwinds

  • Demand environment remains solid into the seasonally trough period of the year.
  • Continue building on last year’s record performance.
  • Another strong year of revenue growth, underpinned by multiple network and commercial initiatives
  • Strong earnings accretion from the NEA as our markets mature.
  • Continue to make progress on our multi-year path to grow our loyalty revenue stream as a percentage of our total revenue base and close the gap to best in class loyalty performance.

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 Q4 2022

Historical avgQ4 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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