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S&P downgrades JetBlue deeper into junk as high fuel costs dent recovery

S&P, a global ratings agency, said that JetBlue Airways was downgraded to "CCC+" on Monday from "B-", pushing it further into junk status as high jet fuel prices?have hampered its recovery.

The 'low-cost carrier' has been trying to restore its profitability by cost cutting, network changes, and improving operational reliability. However, higher fuel prices have complicated the turnaround plans.

Low-cost and budget airlines are particularly vulnerable to fuel price spikes linked to the Iran War, as they have limited capacity to pass higher costs on to customers without risking their demand in a highly competitive travel market.

S&P stated that "given the Middle -East conflict, and the material increase in oil and jet fuel costs, we expect JetBlue’s operating performance to be significantly impacted over the next 12 months."

The strong demand environment will continue to support higher fares. However, we do not expect to generate positive free cash flows until 2028. We project leverage of about 10x at the end 2027.

JetBlue could face higher borrowing costs if its junk rating is increased. It may also be unable to access capital markets, at a time that it needs additional liquidity to fund its operations.

Fitch downgraded New York's?carrier from "B" to "CCC+", citing ongoing operating losses and negative cash flow.

S&P maintained its outlook for JetBlue, expecting the airline to have enough liquidity to cover the?projected?free cash flow deficits until 2027. There are no near-term maturities, and no default or restructuring is expected in the next 12 months.

JetBlue secured a $500-million debt financing commitment in support of up to 22 aircraft earlier this year. The company also has the option to raise $250-million more.

(source: Reuters)