jetBlue Results Presentation Deck
REVENUE TRENDS NORMALIZING
jetBlue
(3.3%) (2.9%)
REVENUE YO2Y GROWTH
Actual
(12.3%)
Jul '21 Aug '21 Sep '21
Estimate
(28.8%)
(5.5%)
(8) - (13) %
2Q21 3Q21 4Q21*
Note: Versus 2019.
*Current planning assumption as of October 26, 2021;
does not constitute guidance
Strong revenue performance during summer
Delta-variant predominantly impacted September with its
thinner leisure demand and higher mix of business traffic
Bookings began recovering in mid-September
Strong baggage revenue fueling continued Fare Options
outperformance
4Q21 reflecting seasonality and delayed corporate travel
recovery
-
-
While corporate travel recovery is delayed, the NEA will
help accelerate recovery
VFR and leisure travel continue to lead recovery
Thanksgiving and December peak holiday bookings
holding up relatively well compared to troughs
Expect demand improvement throughout the quarter
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