JetBlue Airways Corporation filings document the airline’s operating results, Regulation FD updates, governance matters and capital-structure actions. Recent 8-K reports furnish quarterly earnings releases, financial outlook materials, unit revenue and capacity guidance, fuel-cost assumptions and commentary on demand across the company’s network.
The filing record also covers a framework agreement for aircraft-secured debt financing, amendments to JetBlue’s bylaws, and definitive proxy disclosures for board elections, executive compensation, stockholder voting matters and governance procedures. These documents connect the company’s Air Transportation Services business with fleet collateral, liquidity, shareholder rights and formal financial outlook disclosure.
At JetBlue Airways Corp., General Counsel Corp Sec Eileen P. McCarthy had 27,777 restricted stock units vest on October 22, 2026, receiving 27,777 common shares. Upon vesting, 11,195 shares were automatically withheld and returned to JetBlue to cover tax obligations, at $2.93 per share. The reported post-transaction balance was 27,778 restricted stock units. The units vest in equal annual installments over three years from October 22, 2024.
JetBlue Airways Corporation reported third-quarter 2026 operating revenue of $2.812 billion, up 21.1% year over year, while operating expenses rose 22.1% to $2.956 billion. Net loss was $257 million versus $143 million a year earlier, and operating loss was $144 million versus $100 million. JetBlue attributed the pressures to higher fuel prices and operational disruptions, including severe weather and air-traffic-control constraints in its Northeast markets; average fuel price rose 57.4% to $3.91 per gallon.
For the nine months ended September 30, 2026, revenue was $7.749 billion, up 13.7%; net loss was $823 million versus $425 million, and operating cash used was $273 million versus $143 million. As of September 30, liquidity was $2.2 billion, including $1.6 billion in unrestricted cash, cash equivalents and investment securities and a $600 million undrawn Citibank line.
JetBlue met requirements to access an additional $250 million in aircraft-secured financing; funding was expected in the fourth quarter of 2026, subject to completion of customary funding mechanics. Following regulatory approval, it completed the acquisition of 22 operating authorizations at LaGuardia in October 2026.
JetBlue Airways Corporation (JBLU) reported third-quarter 2026 operating revenue of $2.812 billion, up 21.1% year over year, and a net loss of $257 million, versus $143 million a year earlier. Operating loss was $144 million, compared with $100 million, and operating margin was (5.1%), versus (4.3%). Revenue per available seat mile (RASM) rose 18.4%; operating expense per available seat mile excluding fuel, other non-airline expenses and special items (CASM ex-Fuel), a non-GAAP measure, rose 7.0%. Average fuel cost was $3.91 per gallon, 57.4% higher year over year.
As of September 30, 2026, liquidity was $2.2 billion, including a $600 million undrawn credit facility. JetBlue expects an additional $250 million in aircraft-backed financing to fund in the fourth quarter, subject to customary funding mechanics. It forecasts fourth-quarter RASM growth of 18.0%-22.0% and expects 1-2 points of year-over-year operating-margin expansion; full-year adjusted operating margin is forecast at (4.5%)-(6.5%). Management targets operating profitability in 2027 and at least $1.00 EPS and positive free cash flow in 2028.
JetBlue Airways Corp (JBLU) Chief Digital & Tech Officer Carol Ann Clements sold 2,000 shares of common stock on September 30, 2026, at $4.29 per share. The sale was effected pursuant to a Rule 10b5-1 plan adopted April 30, 2026; she directly held 179,896 shares following the transaction.
JetBlue Airways Corp. is the issuer in a Rule 144 notice listing officer Carol Ann Clements’s proposed sale of 2,000 common shares, with an approximate sale date of September 30, 2026, and an aggregate market value of $8,580.00. Fidelity Brokerage Services LLC is listed as the broker, and NASDAQ as the exchange. The notice also lists two earlier sales by Carol A. Clements: 2,000 shares on July 30, 2026, for $11,500.00, and 2,000 shares on August 31, 2026, for $9,420.00.
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.