JetBlue narrows Q1 capacity forecast, shares rise 3.5%

Published 11/03/2025, 12:24
JetBlue narrows Q1 capacity forecast, shares rise 3.5%

NEW YORK - JetBlue Airways Corporation (NASDAQ:JBLU) narrowed its capacity forecast for the first quarter of 2025, citing weather-related disruptions and demand fluctuations. The airline’s shares rose 3.5% following the announcement.

JetBlue now expects available seat miles (ASMs) to decrease by 4% to 5% in the first quarter, compared to its previous forecast of a 2% to 5% decline. The company maintained its outlook for operating revenue per available seat mile (RASM) to range between -0.5% and +3.5% YoY.

JetBlue also reduced its capital expenditure forecast to approximately $215 million, down from the previous estimate of $270 million and well below the analyst consensus of $303.8 million.

The airline reported that its operations faced more weather-related disruptions in February 2025 compared to the prior year, impacting its completion factor. However, JetBlue’s focus on operational reliability helped mitigate potential disruption costs.

"We’ve taken proactive measures to address the challenges we’re facing, including targeted capacity reductions in March and April," said JetBlue CEO Robin Hayes. "We continue to monitor trough performance in April and May as we navigate mixed macroeconomic indicators."

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