JBLU Earnings Prediction
The chart below shows how JBLU performed 10 days before and after its earnings report, based on data from the past quarters. Typically, JBLU sees a +7.56% change in stock price 10 days leading up to the earnings, and a +2.94% change 10 days following the report. On the earnings day itself, the stock moves by -7.69%. This data can give you a slight idea of what to expect for the next quarter's release.
JBLU Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.28B
-2.06%
-3.72%
Gross Margin
63.24%
12.75%
5.40%
Operating Margin
0.79%
148.47%
-268.09%
Net Margin
-1.93%
-56.43%
-24.02%
EPS
-0.13
-56.67%
-23.53%
No Data Available
JBLU Earnings Analysis
JetBlue Airways Corp Corporation (JBLU.O) Earnings Conference Call
Positive
Adjusted Operating Margin Improvement: Generated a positive adjusted operating margin of 0.8% in Q4 2024, an improvement of over 2 points compared to 2023.
Q4 Operating Income Achievement: Achieved an adjusted operating income of $18 million in Q4, outperforming all metrics relative to updated guidance.
Revenue Exceeds Targets: Revenue initiatives drove $395 million in revenue for the year, exceeding the target by $95 million, indicating quicker ramp than anticipated.
On-Time Performance Improvement: On-time performance improved by 6 points in 2024 compared to 2023, contributing to enhanced operational reliability.
Customer Satisfaction Improvement: Net Promoter Score increased by nearly 10 points, reflecting improved customer satisfaction and engagement.
Negative
Operating Margin Decline: The operating margin for 2024 was negative, with a direct impact from Pratt and Whitney aircraft groundings estimated at approximately 2.5 points, which is expected to increase to 3 points in 2025.
Rising Operational Costs: CASM ex fuel grew 6.6% year over year for 2024, with Q4 unit costs increasing by 11%, indicating rising operational costs despite efforts to manage expenses.
Network Contraction Strategy: JetBlue closed 15 Blue Cities and redeployed over 20% of its network, suggesting a significant contraction in operational capacity and potential loss of market presence.
Limited Customer Growth: Customer growth was limited, with active TrueBlue members only increasing by low single digits, indicating challenges in expanding the customer base despite new initiatives.
Capital Expenditure Deferral: The company deferred $3 billion in capital expenditures to 2030 and beyond, reflecting a need to conserve cash and manage liquidity amid ongoing operational challenges.
JBLU FAQs
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JBLU Earning Call Sentiment
Earnings call transcript: JetBlue Q4 2024 beats EPS forecast, stock drops
JBLU.O
-3.18%Positive
The earnings call reflects a mixed sentiment. Financial performance shows improvement with revenue exceeding targets and operating margin growth. However, deferred CapEx and capital expenditures raise concerns about future growth. The Q&A section highlights uncertainties, particularly around the GTF issue and Boston RASM. Despite strong international markets and strategic financing, the lack of clear guidance on some issues tempers optimism. Given the company's market cap, the stock price is likely to remain stable, reflecting a neutral sentiment.
