JetBlue Airways股票走势 - 过去一个月左右JetBlue Airways股票波动剧烈有时因消息上涨有时显著下跌[1] - 截至周五早盘本周以来股价已跌近13%投资银行的负面评价是下跌主因[2] 投资银行评级 - 高盛重新覆盖美国航空股分析师Catherine O'Brien跟踪五只股票对三只设买入评级对JetBlue和西南航空设卖出评级JetBlue目标价为每股5.5美元[3] 航空行业状况 - 旅游行业表现良好但航空公司面临供应链问题和机队维护要求提高等挑战不过较成功的公司非高峰时段运力有改善单位收入上升趋势使其受益[4] JetBlue公司情况 - JetBlue有能力利用高端需求增长但会受纽约空中交通管制人员短缺等不利因素影响一段时间[5] 投资建议 - 航空业即使在最好的时候也是艰难高成本行业JetBlue近期基本面表现不佳最近季度虽超分析师预期但仍亏损且暗示四季度前景黯淡有更健康的航空股可供购买[6]

The potential bankruptcy of a rival lifted shares on the prospects of less competition.Shares of JetBlue (JBLU 8.54%) rallied on Wednesday, up 12.4% as of 2 p.m. ET.The airline appears to be benefiting from news that a big rival, which JetBlue actually tried to acquire last year, may go bankrupt. A bankruptcy of a key competitor has the potential to benefit other airlines, especially smaller ones like JetBlue.Spirit preparing to file for bankruptcyToday, The Wall Street Journal reported that rival low-cost ...

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财务数据和关键指标变化 - 第三季度调整后的运营亏损为1100万美元，比7月预期改善约1.3亿美元，相当于5个百分点的利润率改善 [50] - 第三季度的CASM（不含燃料）增长为4.8%，低于最初指导的6%至8% [54] - 燃料价格较初始中点下降0.23美元，导致利润率改善的2个百分点 [52] 各条业务线数据和关键指标变化 - 第三季度的单位收入（RASM）同比增长4.3%，所有地区的单位收入均有所改善，拉丁美洲的恢复最为显著 [38] - 高端产品“更大空间”及“Mint”服务的收入同比增长双位数，显示出客户对高端产品的需求强劲 [40] 各个市场数据和关键指标变化 - 在拉丁美洲，竞争能力的恢复使得单位收入同比增长7个百分点 [38] - 在东海岸的休闲市场，JetBlue的网络调整使得在普罗维登斯和哈特福德的座位同比增长近200%和30% [30] 公司战略和发展方向和行业竞争 - 公司正在执行“JetForward”战略，专注于提升东海岸的休闲网络，并计划在2025年实现800百万至900百万美元的EBIT增量 [25][61] - 公司宣布关闭50条航线和15个蓝色城市，以优化网络并专注于盈利能力 [27] 管理层对经营环境和未来前景的评论 - 管理层对未来的宏观环境持乐观态度，预计核心市场的需求将继续健康 [16] - 管理层强调，尽管面临短期挑战，JetForward计划将为公司带来长期的盈利能力 [62] 其他重要信息 - 公司在第三季度成功筹集超过30亿美元的债务，以支持未来的资本支出和债务偿还 [15] - 公司计划在2024年和2025年继续进行资本支出，预计总额为16亿美元 [60] 问答环节所有提问和回答 问题: 关于网络部署的成熟时间 - 管理层表示，网络变化的影响将逐步显现，预计在2025年将看到更好的同比收入RASM趋势 [64][65] 问题: 关于国际战略的看法 - 管理层认为，跨大西洋航线仍然是重要的组成部分，能够增强忠诚度计划的相关性 [71] 问题: 关于GTF问题的未来展望 - 管理层预计，2025年将继续面临中高数量的飞机停飞，计划保持平稳的运力 [76][91] 问题: 关于选举对预订的影响 - 管理层指出，选举期间的旅行需求通常会受到抑制，但已做好应对准备 [83] 问题: 关于TrueBlue忠诚计划的调整 - 管理层表示，TrueBlue计划已针对休闲客户进行了优化，且在吸引其他航空公司的客户方面表现良好 [110]

The third quarter was strong, but the outlook disappointed. JetBlue Airways (JBLU -16.32%) posted better-than-expected results in the third quarter, but the company is not optimistic about the current quarter. Investors are disappointed, sending JetBlue shares down 16% as of 10:45 a.m. ET. Good quarter, questions about the year JetBlue and other airlines enjoyed a surge in demand when the pandemic waned, but in recent quarters there have been signs that demand is ebbing. The airline reported a third-quarter ...

JetBlue Airways Corporation (JBLU) reported third-quarter 2024 loss (excluding one cent per share from non-recurring items) of 16 cents per share, narrower than the Zacks Consensus Estimate of a loss of 26 cents. In the year-ago quarter, JBLU reported a loss of 39 cents. Find the latest EPS estimates and surprises on ZacksEarnings Calendar. Operating revenues of $2.36 billion beat the Zacks Consensus Estimate of $2.34 billion and increased 0.5% year over year. Passenger revenues, accounting for the bulk of ...

业绩总结 - 2024年第三季度调整后的运营利润率为-0.4%，比7月预期改善5个百分点[6] - 2024年第三季度的净亏损为6000万美元，而2023年同期为1.53亿美元[34] - 2024年第三季度的调整后运营利润为-1100万美元，而2023年同期为-1.23亿美元[34] - 2024年第三季度的总运营收入为23.65亿美元，同比增长0.5%[34] - 2024年第三季度每股基本亏损为0.17美元，较2023年同期的0.63美元有所改善[36] 用户数据与运营成本 - 第三季度单位收入表现强劲，预计2024年收入目标将达到约3亿美元中的2.75亿美元[6] - 2024年第三季度的每可用座位英里运营费用（CASM）为14.35美分，同比下降0.7%[33] - 2024年第三季度的航空燃料费用为5.84亿美元，同比下降16.8%[33] - 2024年第三季度的特殊项目费用为2700万美元，同比下降17.3%[33] - 2024年第三季度的运营费用（不含燃料）为17.78亿美元，同比增长1.1%[33] 未来展望与战略 - 预计2024年第四季度可用座位英里（ASMs）同比下降7.0%至4.0%[23] - 2024年全年可用座位英里（ASMs）预计同比下降4.5%至2.5%[23] - 预计2025年至2027年将实现8亿至9亿美元的EBIT提升[48] - 计划将约30亿美元的资本支出推迟至2030年代[48] - 2024年将退出15个BlueCity和50多个航线[42] 新产品与技术研发 - 2024年合同交付的A220飞机数量为20架，A321neo飞机数量为7架，总计27架[37] - 2024年合同回收的A320飞机数量为3架，Embraer E190飞机数量为16架，总计18架[38] 市场扩张与网络优化 - 2024年将优化网络以提高盈利能力，重点关注东海岸休闲网络[41] - 2024年计划退出的航线包括洛杉矶/坎昆、纽瓦克/迈阿密等，预计在2024年1月3日生效[44] - 2024年第四季度燃料价格预计在2.50美元至2.65美元之间[23] 负面信息 - 2024年第四季度每可用座位英里（CASM）不含燃料预计同比增长13.0%至15.0%[23] - 2024年全年CASM不含燃料预计增长7.0%至8.0%[19] - 2024年第三季度的每可用座位英里运营费用（不含燃料）为10.62美分，同比增长4.8%[33]

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...

JetBlue Airways (JBLU) reported $2.37 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 0.5%. EPS of -$0.16 for the same period compares to -$0.39 a year ago. The reported revenue represents a surprise of +0.72% over the Zacks Consensus Estimate of $2.35 billion. With the consensus EPS estimate being -$0.26, the EPS surprise was +38.46%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...

JetBlue Airways (JBLU) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.26. This compares to loss of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 38.46%. A quarter ago, it was expected that this airline would post a loss of $0.13 per share when it actually produced earnings of $0.08, delivering a surprise of 161.54%.Over the last four quarters, the company has surpa ...