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JETBLUE AIRWAYS CORP (JBLU) issued an operational and financial update for its expected third quarter 2026 results, highlighting strong travel demand and improved unit revenue guidance despite operational and fuel cost pressures. Demand and booking trends have remained healthy across both peak and off-peak periods, with no meaningful signs of price elasticity.
Weather and air traffic control issues in JetBlue’s Northeast-focused network drove elevated disruptions in July and August, pushing expected third-quarter CASM Ex-Fuel growth to 6.0%–8.0% year-over-year, above prior guidance. The company now expects RASM to increase 17.0%–20.0% year-over-year, with the midpoint four percentage points above its prior outlook, partially offsetting higher fuel and operating costs. Capacity growth (ASMs) is now guided to 1.5%–3.5% versus 3.0%–6.0% previously, fuel price per gallon to about $3.96 versus $3.49 prior, and capital expenditures to roughly $275 million versus about $300 million. The estimated effective tax rate is about 6% for the third quarter and full year 2026, driven primarily by a non-cash valuation allowance impact.
JetBlue Airways Corp (JBLU) executive Carol Ann Clements, Chief Digital & Tech Officer, reported selling 2,000 shares of JetBlue common stock on August 31, 2026 at $4.71 per share in an open-market or private transaction. After this sale, she directly holds 181,896 shares of JetBlue common stock. The transaction was effected under a Rule 10b5-1 trading plan adopted on April 30, 2026.
JETBLUE AIRWAYS CORP (JBLU) has a shareholder, Carol Ann Clements, filing a Rule 144 notice to sell 2,000 shares of JetBlue common stock through Fidelity Brokerage Services LLC. The shares have an aggregate market value of $9,420 and were acquired on 06/24/2022 via restricted stock vesting as compensation. The notice also reports a prior sale of 2,000 shares of JetBlue common stock on 07/30/2026 for $11,500 during the past three months.
JETBLUE AIRWAYS CORP (JBLU) reported governance changes related to its prior agreement with the Icahn Group. On August 21, 2026, a representative of the Icahn Group notified JetBlue that its ownership had fallen below the level that entitled it to two board designees under a February 16, 2024 Director Appointment and Nomination Agreement.
As a result, the irrevocable resignations of Icahn Group representatives Jesse Lynn and Steven D. Miller from JetBlue’s Board of Directors became effective on August 24, 2026. Mr. Lynn also stepped down from the audit, governance and nominating, and finance committees, while Mr. Miller left the audit and finance committees. JetBlue states that neither resignation arose from any disagreement with its operations, policies, or practices.
JETBLUE AIRWAYS CORP (JBLU) received an Amendment No. 6 to a Schedule 13D from entities associated with Carl C. Icahn, updating their ownership in JetBlue common stock. As of August 20, 2026, these reporting persons may be deemed to beneficially own 12,528,346 shares of common stock, representing 3.32% of JetBlue’s outstanding shares, based on 377,312,181 shares outstanding as of June 30, 2026. Icahn Partners holds sole voting and dispositive power over 12,528,246 shares, while various Icahn-related entities and Carl C. Icahn have shared voting and dispositive power over 12,528,346 shares. The filing states that, as a result of recent transactions, as of August 18, 2026 the reporting persons ceased to be beneficial owners of more than five percent of JetBlue’s common stock and are no longer subject to the reporting requirements of Rule 13d-1(a) under the Exchange Act.
JetBlue Airways Chief Financial Officer Ursula L. Hurley reported selling a total of 77,253 shares of common stock on 2026-07-30 in two non-derivative transactions: 2,977 shares at $6.00 per share and 74,276 shares at $5.75 per share. These sales, coded as sales in open market or private transactions, were effected pursuant to a Rule 10b5-1 plan adopted on April 30, 2026.
JetBlue Airways’ Chief Digital & Tech Officer Carol Ann Clements reported a sale of 2,000 shares of Common Stock at $5.75 per share on July 30, 2026, in an open market or private transaction under a Rule 10b5-1 trading plan adopted April 30, 2026. Following this planned sale, she holds 183,896 shares directly.
JetBlue Airways (JBLU) has a holder that filed to potentially sell up to 77,253 shares of common stock, with an aggregate market value of $444,949.00, on the NASDAQ on or after 07/30/2026. The shares derive from prior acquisitions including restricted stock vesting and Employee Stock Purchase Plan transactions between 2023 and 2025.
JetBlue Airways reported second-quarter 2026 operating revenue of $2.697 billion, up 14.5% year-over-year on a 3.2% increase in system capacity and a 10.9% rise in revenue per available seat mile (RASM). Higher fuel prices weighed heavily on results: average fuel cost jumped to $4.23 per gallon, about 76% above a year earlier, driving operating expenses up 20.8% and producing an operating loss of $141 million and a net loss of $247 million, or $(0.66) per diluted share. CASM ex-fuel increased a modest 2.4% year-over-year.
Through June 2026, the JetForward transformation program has delivered $470 million of cumulative incremental EBIT and is targeted to reach $850–$950 million annually by year-end 2027 and about $1.2 billion in 2028. JetBlue introduced a long-term 2028 earnings goal of at least $1.00 EPS, assuming continued demand strength and $3.00 per gallon jet fuel. For third-quarter 2026, guidance calls for ASMs up 3.0–6.0%, RASM up 12.5–16.5%, CASM ex-fuel up 2.5–4.5%, and fuel at $3.49 per gallon. For full-year 2026, JetBlue expects RASM growth of 10.0–12.5%, CASM ex-fuel up 2.0–4.0%, and an adjusted operating margin between (2.0)% and (5.0)%. Cash and cash equivalents were $1.656 billion at June 30, 2026, with total debt of $8.478 billion and stockholders’ equity of $1.587 billion.