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AZUL SA (AZUL) SEC Filings, Dec 2025-Jun 2026

AZUL NYSE

Azul S.A. filings document the Brazilian airline's foreign-issuer reporting, financial statements, restructuring disclosures, and capital-structure matters. Form 6-K reports include interim condensed individual and consolidated financial statements, management declarations, independent auditor materials, and statutory audit committee reporting under Brazilian disclosure requirements.

The company's regulatory record also covers Chapter 11-related notices, creditor-claim procedures, material-event disclosures, material agreements, operating and financial results, governance matters, and annual Form 20-F reporting. These filings frame Azul's airline operations alongside its debt, lease obligations, equity structure, and public-company reporting obligations.

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AZUL SA reported that Chief Revenue Officer Abhi Manoj Shah received a compensation-related grant of 1,373,204 rights to acquire common shares under the company’s Restricted Shares Granting Plan. These restricted share rights vest in three equal annual installments on May 5, 2027, May 5, 2028, and May 5, 2029, contingent on his continued service through each vesting date.

If AZUL lacks sufficient treasury shares at a vesting date, Shah will be required to subscribe for the vested restricted shares for a nominal total price of R$1.00. Following this grant, he is reported as beneficially owning 1,373,206 common shares directly.

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Azul SA reported that Chief Commercial Officer Marino Bicudo Daniel received a grant of 196,172 rights to acquire common shares under the company’s Restricted Shares Granting Plan. These restricted shares vest in three equal annual installments on May 5, 2027, May 5, 2028 and May 5, 2029, conditioned on his continued service on each vesting date.

If Azul does not hold enough treasury shares when vesting occurs, he will be required to subscribe for all vested restricted shares for a nominal price of R$1.00. Following this award, his reported direct holding related to this grant is 196,172 common shares-based rights.

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AZUL SA CEO John Peter Rodgerson reported an equity compensation grant of 2,452,149 rights to acquire common shares under the company’s Restricted Shares Granting Plan. These restricted shares vest in three equal annual installments on May 5, 2027, May 5, 2028 and May 5, 2029, contingent on his continued service on each vesting date.

If the company does not hold enough treasury shares at vesting, he will be required to subscribe for all vested restricted shares for a nominal total price of R$1.00. Following this award, he is shown as directly holding 2,452,151 common shares.

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Azul SA Chief Financial Officer Antonio Carlos Garcia reported a compensation-related grant of 725,836 rights to acquire common shares, described as Restricted Shares. These awards vest in three equal annual installments on May 5, 2027, May 5, 2028 and May 5, 2029, conditioned on his continued service. Following this grant, he is shown holding 725,836 common shares directly. If Azul does not hold enough treasury shares at vesting, he will be required to subscribe for all vested Restricted Shares for a nominal total price of R$1.00.

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Azul S.A. reports sharply improved first-quarter 2026 results as it completes its Chapter 11 reorganization and overhauls its balance sheet. Total loans and financing dropped from R$23.1 billion as of December 31, 2025 to R$9.7 billion as of March 31, 2026 after converting first- and second-lien debt into equity, issuing US$1.375 billion of 9.875% Exit Notes due 2031, and repaying its DIP financing.

Operating profit rose 32.2% to R$1.96 billion on higher yields and lower unit costs, while net profit jumped to R$6.02 billion, driven largely by a R$7.52 billion non-cash deferred tax asset and reorganization-related gains. Total cash reached R$2.09 billion, up 105.2% from year-end 2025, supported by a R$5.0 billion equity rights offering, although cash from operations remained modestly negative.

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Azul S.A. has registered for resale up to 372,434,435 common shares, including in the form of ADSs, by the selling shareholders described in this prospectus.

The registration covers resale from time to time by selling shareholders (including holders of restricted ADSs and warrants) and the company will receive no proceeds from these resales. The filing summarizes recent restructuring steps under the Voluntary Reorganization, issuance and exercise mechanics for multiple warrant series (including American, Additional Investment, GUC and Incremental Warrants), the Exit Notes issuance, two reverse share splits and an ADS ratio change. Financial highlights disclosed include 2025 net revenue of R$21.6 billion and reported income for the year of R$124.9 million, and first-quarter 2026 net revenue of R$5.5 billion and profit for the period of R$6.0 billion (reflecting a R$7.5 billion non-cash deferred tax asset recognized in 1Q2026).

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AZUL SA director David Neeleman reported several equity changes tied to stock options and a recent reverse share split. On June 1, 2026, he exercised stock options to acquire a total of 2,469,338 common shares at an exercise price of R$1.00 per share, resulting in direct ownership of 2,469,511 common shares. A new stock option covering 36,856 common shares, with a nominal exercise price of R$1.00, was also granted and vested immediately.

Footnotes explain that a 150,000‑to‑1 reverse share split effective on April 23, 2026 reduced his previously reported direct holdings from 25,958,221 common shares to 173, and his indirect holdings via Saleb II Founder 1 LLC from 390,218 to 2 common shares. Saleb II Founder 1 LLC is wholly owned and controlled by Neeleman.

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FAQ

How many AZUL SA (AZUL) SEC filings are available on StockTitan?

StockTitan tracks 45 SEC filings for AZUL SA (AZUL). Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for AZUL SA (AZUL)?

The most recent SEC filing for AZUL SA (AZUL) was filed on June 17, 2026.