Rockford Financial Economical & Operational Performance JetBlue Airways Analysis

Expectations and Requirements – General Expectations ? Students will be assigned a publically held aviation company to research. This project may be done individually or with your airline simulation team. Students will analyze the financial and economic state of the company they have been assigned and give their outlook as to the long term viability of the company and its attractiveness to future investors ? The company profile will be a minimum of five (5) pages of content and written in a formal business style. The document will be typed, single spaced with 1” margins using 11-point font of Times New Roman or similar font and single spaced. ? Please cite any sources that are used in this profile. Students are required to use a minimum of six (6) different sources that including the latest 10K or 10Q reports and other financial documents or company reports. Expectations and Requirements – Contents of Document The document will, at a minimum, address all of the following areas; but the student may research other areas that will help analyze the company’s future viability and growth. It is recommended that the students complete these steps in line with the chapter readings and class discussions. ? The document will cover the current and future trends analysis of the following: ? Cash position ? Income and/or revenue ? Profitability ? Growth ? Asset management ? Analysis of the following ratios and its impact on the company ? Profitability ? Liquidity ? Debt ? Efficiency ? For airlines, add other ratios such as RASM/CASM etc. ? Company financial and revenue management strategy ? Critical elements of success (economic, financial and operational) ? Capital management and spending (maintenance levels/budget levels), Debt reduction, Share repurchase, Mergers Acquisitions opportunities (criteria and fit with strategy/goals) ? Competitive Analysis: Who are the direct competitors, what is their share and how did they get it, and do they have a competitive advantage? Are there share shifts occurring, or can the competition compete profits away? Porter Analysis: ask yourself are this industry’s profits at risk due to: new entrants, power of buyers, and power of suppliers, or a shift to substitutes? Where do the profits of this industry lie in the value chain? What is their fuel hedging and/or equipment purchase/leasing strategy etc. compared to their competitors? ? The viability of the company to survive long term and an analysis of it as a sound investment (future of the company) the file is the example for another airline