Through the first two months of 2025, specifically in February, JetBlue (JBLU) said its operation faced more weather-related disruptions than in the prior year. While this impacted completion factor in the quarter, the company’s continued focus on operational reliability helped offset the potential impact of significant disruption costs. In addition to impacts from weather, JetBlue is also experiencing demand choppiness due to mixed macroeconomic indicators, resulting in trough period revenue performing below expectations in the first quarter. JetBlue actioned a targeted capacity reduction in March and April, focused on off-peak day-of-week adjustments, and the company continues to monitor trough performance in April and May.
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