运营数据 - 第三季度2024年系统可用座位英里(ASM或容量)同比下降3.6%[92] - 第三季度2024年系统正点率为70.7%,同比2023年第三季度的58.5%有所提升[92] - 第三季度2024年完成率从2023年同期的96.3%提升至98.1%[92] 财务数据 - 第三季度2024年营业收入为24亿美元,同比增长0.5%[92] - 第三季度2024年营业费用同比下降4.2%[92] - 第三季度2024年每可用座位英里成本(CASM)同比下降0.7%至14.35美分[92] - 第三季度2024年每可用座位英里成本(不含燃油费和特殊项目)同比增长4.8%至10.62美分[92] - 航空燃料成本下降16.8%，主要由于平均燃料价格下降12.2%和燃料消耗减少5.1%[104] - 折旧和摊销费用增加6.4%，主要由于新飞机的引入[105] - 飞机租赁费用下降37.0%，主要由于退租部分空客A320和巴西航空E190飞机[106] - 特殊项目成本包括2600万美元的工会合同成本和100万美元的自愿退出成本[107] - 利息费用增加89.0%，主要由于飞机售后租回交易、新设备贷款和TrueBlue计划融资[110] - 利息收入增加55.0%，主要由于TrueBlue融资所得的短期投资增加[111] - 提前偿还部分2026年到期的0.50%可转换优先票据产生2200万美元的收益[112] - 乘客收入下降4.7%，主要由于运力下降3.0%和每客公里收益下降1.8%[114] - 其他收入增加8.2%，主要由于TrueBlue营销收入和度假套餐销售增加[114] - 航空燃料成本下降12.9%，主要由于平均燃料价格下降9.0%和燃料消耗减少4.4%[116] - 工资、薪酬和福利成本增加5.7%，主要由于新的飞行员工会合同带来的工资率上涨[117] - 折旧和摊销成本增加5.5%，主要由于新飞机的引入[118] - 飞机租赁成本下降26.2%，主要由于Airbus A320和Embraer E190飞机租赁的减少[119] - 维修、材料和修理成本下降13.7%，主要由于Airbus A320发动机维修量减少和Embraer E190飞机时租服务协议终止[120] - 特殊项目成本增加422百万美元，主要包括Spirit相关成本、工会合同成本、自愿退出成本和Embraer E190机队过渡成本[121,122] - 利息费用增加47.7%，主要由于飞机售后租回交易、新设备贷款和TrueBlue计划融资[124] - 投资收益净损失2500万美元，主要由于JBV一项股权投资的公允价值下降[125] - 债务提前偿还收益2200万美元[126] 流动性和资本资源 - 公司拥有充足的现金、投资证券和可用信贷额度,为业务运营提供了充足的流动性[135] - 公司通过发行TrueBlue融资和2.50%可转换优先票据筹集了约32.6亿美元资金[134] - 公司预计未来12个月内可通过现金流、投资证券和内部资金满足现有债务和其他义务[135] - 公司拥有287架运营飞机,其中259架为自有,28架为经营租赁[138] - 公司未来5年内有111架新飞机交付计划,包括62架A220和49架A321neo[139] - 公司已就部分飞机融资安排达成协议,包括出售租回交易和设备融资[134] - 公司的债务和租赁协议包含财务和其他条款,如最低流动性要求等[137] - 公司约63%的自有资产已作为贷款抵押[137] - 公司预计未来将通过现金和债务融资的方式为新飞机交付提供资金[141] 其他 - 公司宣布了JetForward战略框架,包括提供可靠贴心的服务、打造最佳东海岸休闲航线网络、提供有价值的产品和优惠、确保财务安全[93,94] - 公司签署了采购约330万加仑混合可持续航空燃料的新商业协议[97] - 公司在2024年前9个月内关闭了15个航站楼并退出了50多条航线[95] - 公司的关键会计政策和估计未发生重大变化[143] 业绩概要 - 公司第三季度营业亏损为0.46美元/股，剔除特殊项目后亏损为0.39美元/股[152] - 公司2023年第三季度基本每股亏损为0.46美元，剔除特殊项目后为0.39美元[152] - 公司2024年前三季度基本每股亏损为2.18美元，剔除特殊项目后为0.50美元[152] - 公司2023年第三季度稀释每股亏损为0.46美元，剔除特殊项目后为0.39美元[152] - 公司2024年前三季度稀释每股亏损为2.18美元，剔除特殊项目后为0.50美元[152] 风险因素 - 公司预计未来12个月内航油价格上涨10%将导致航油费用增加约2.11亿美元[155] - 如果利率同比上升100个基点，公司年利息费用将增加约1500万美元[156] - 如果利率同比下降100个基点，公司利息收入将减少约1100万美元[156] - 公司截至2024年9月30日已对第四季度20%的航油进行了套期保值[155] - 公司6800亿美元债务和融资租赁义务利率固定，剩余14亿美元为浮动利率[156]

Ex 99.1 - Earnings Release JETBLUE ANNOUNCES THIRD QUARTER 2024 RESULTS Exceeded third quarter expectations and on-track to hit full-year targets Progressing on roll-out and execution of JetForward strategy NEW YORK (October 29, 2024) - JetBlue Airways Corporation (NASDAQ: JBLU) today reported its financial results for the third quarter of 2024. "We met or exceeded all of our financial targets for the third quarter and progressed on the implementation of our JetForward strategy, sustaining the momentum we e ...

The market expects JetBlue Airways (JBLU) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 29, 2024, might help the stock move higher if these key numb ...

JetBlue Airways (JBLU) shares ended the last trading session 14.2% higher at $7.30. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 18.6% gain over the past four weeks.This jump in stock price came after news that Spirit Airlines (SAVE) , a JBLU rival in the low-cost airline space, is considering bankruptcy. Spirit has faced losses and declining revenue due to fierce competition and failed attempts to merge with Fr ...

JetBlue Airways Corporation (NASDAQ:JBLU) stock is up 16.8% to trade at $7.47 this morning, amid reports that Spirit Airlines (SAVE) may file for Chapter 11 bankruptcy protection. This comes after former abandoned its acquisition of the latter amid scrutiny from the Department of Justice (DOJ).JBLU earlier hit a 52-week high of $7.65 after bouncing off a floor of the $6.30. Shares have weaved in and out of penny stock territory this year, with their latest rally coming after a dip to their lowest level sinc ...

文章核心观点 - 低成本航空公司正在进行重大变革,以保持盈利 [1][2][5] - JetBlue航空公司取消了经济舱乘客在跨大西洋航班上的热餐服务 [1][2][4] - 这是为了应对公司利润下降82%的情况 [1][5] 公司层面 - JetBlue取消了跨大西洋航班经济舱的热餐服务,改为提供冷餐 [2][4] - 这是为了应对公司利润下降82%的情况 [5] - JetBlue表示这是为了确保能够以具有竞争力的票价继续提供优质的服务 [4] - 公司还减少了跨大西洋航班的空乘人员 [4] 行业层面 - 低成本和超低成本航空公司正在调整运营,以应对利润下降的局面 [1][5] - 例如西南航空取消了长期实行的开放座位政策,Spirit航空引入了更多高端座位选择 [5]

Shares of JetBlue Airways Corporation (JBLU) have had a good time on the bourses of late, improving in double-digits over the past 30 days. The encouraging price performance resulted in JBLU outperforming its industry in the said time frame. Moreover, JBLU’s price performance compares favorably with that of fellow U.S. airline operators Southwest Airlines Co. (LUV) and Delta Air Lines (DAL) in the same time frame.One-Month Price Comparison Image Source: Zacks Investment ResearchCurrently trading at $6.56, t ...

CHICAGO, Sept. 23, 2024 (GLOBE NEWSWIRE) -- Aether Fuels (Aether), a venture-backed climate technology company, today announced that it has signed a Memorandum of Understanding (MOU) with JetBlue (NASDAQ: JBLU). Aether has developed a breakthrough technology that utilizes a diverse array of waste feedstocks to produce sustainable liquid fuels at a lower cost and greater scale than existing approaches. The agreement creates a pathway for Aether to supply JetBlue with sustainable aviation fuel (SAF) when comm ...

Key TakeawaysJetBlue announced plans to extend its premium-focused offerings with its first lounges at JFK and Boston Logan airports next year.JetBlue said the lounges will offer a bar, food, coffee and more. Delta and other airlines have focused on premium offerings in recent years to meet demand for travel amenities from higher-end customers. JetBlue (JBLU) plans to open a premium lounge in New York's JFK International Airport by late 2025, with another in Boston's Logan airport "soon after," the airline ...

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email.Access your favorite topics in a personalized feed while you're on the go. download the appThanks for signing up! Go to newsletter preferencesSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewJetBlue Airways plans to build its first airport lounges ...