Every 8-K that Jetblue Awys Corp (JBLU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow JBLU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full JBLU filings page.
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) 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 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.
JetBlue Airways Corporation issued an operational and financial update for its expected second quarter 2026 results. The company reports strong execution, with a quarter-to-date completion factor of 99.8% and robust travel demand across cabins and geographies, including outperformance on routes previously operated by Spirit after Spirit's shutdown.
For the second quarter ending June 30, 2026, JetBlue now expects available seat miles to grow 2.0% – 4.0% year-over-year and RASM to increase 9.0% - 12.0%, compared with prior guidance of 1.5% - 4.5% capacity growth and 7.0% - 11.0% RASM growth. CASM Ex-Fuel is still projected to rise 3.0% - 5.0% year-over-year.
Higher in-quarter Brent prices are pushing expected fuel price per gallon to $4.26 - $4.36, versus the previous $4.13 - $4.28 range, but JetBlue anticipates recapturing 40% or more of the increased fuel costs. Planned capital expenditures for the quarter have been reduced to approximately $225 million from about $275 million, and the estimated effective tax rate is about 6%, primarily due to a non-cash valuation allowance impact.
JetBlue Airways Corporation reported the results of its annual stockholder meeting held on May 14, 2026. Stockholders elected all thirteen director nominees to the Board, with each receiving more votes "for" than "against."
Stockholders approved the advisory vote on executive compensation, with 181,067,651 votes for, 19,745,869 against, and 1,071,093 abstentions, plus 89,623,054 broker non-votes. They also ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, with 257,140,822 votes for. An amendment to the 2020 Crewmember Stock Purchase Plan to increase authorized shares was approved.
JetBlue Airways reported first quarter 2026 results showing higher revenue but a wider loss. Operating revenue rose to $2.24 billion, up 4.7% year-over-year, as strong demand lifted revenue per available seat mile (RASM) by 6.5% and load factor to 82.2%.
Costs increased faster than revenue. Operating expenses grew 6.5%, pushing CASM up 8.3% and CASM ex-fuel up 6.6%, partly from operational disruptions. The company posted an operating loss of $224 million and a net loss of $319 million, versus a $208 million loss a year earlier, with operating and pre-tax margins at -10.0% and -15.0%.
Fuel was a major headwind, with average price up 15.2% to $2.96 per gallon. JetBlue is cutting off‑peak capacity, targeting 30–40% fuel cost recapture in Q2 and 100% by early 2027, and expects about $800 million in 2026 capital expenditures. Liquidity stood at $2.4 billion at quarter-end, plus an undrawn $600 million revolving credit facility and over $6 billion of unencumbered assets, as the company advances its JetForward efficiency and revenue initiatives and maintains guidance for Q2 RASM growth of 7–11% year-over-year.
JetBlue Airways Corporation entered into a Framework Agreement with affiliates of SKY Leasing and UMB Bank for $500 million of aircraft-backed debt financing commitments. The loans will be secured by up to 22 A320 and A220 family aircraft, with each aircraft financed under a separate loan.
The loans will have maturity dates from 2033 through 2037 and bear fixed monthly interest based on US Treasuries plus a margin, expected between 6.00% and 6.75%. The structure includes no-call protection followed by prepayment at par and cross-default and cross-collateralization features in certain circumstances.
The agreement also provides a committed accordion feature for up to an additional $250 million of aircraft-secured financing on terms to be agreed, potentially expanding JetBlue’s access to long-dated secured funding.
JetBlue Airways updated its outlook for the first quarter of 2026, highlighting stronger travel demand but higher costs and lower capacity than previously planned. Capacity in available seat miles is now expected to decline 2.0%–1.0% year over year, versus prior growth guidance of 0.5%–3.5%, after winter storms disrupted operations.
Unit revenue (RASM) is now projected to rise 5.0%–7.0% year over year, above the previous 0.0%–4.0% range, helped in part by weather-related constraints. However, non-fuel unit costs (CASM ex-fuel) are guided up 6.5%–7.5%, compared with 3.5%–5.5% before, and expected fuel price per gallon increased to $3.01–$3.06 from $2.27–$2.42.
The company now plans about $175 million in first-quarter capital expenditures, down from $200 million, and emphasizes its JetForward program, targeting $850–$950 million of incremental EBIT in 2027 after delivering $305 million in 2025. Management reiterates a path toward breakeven operating profitability in 2026 and positive free cash flow by the end of 2027.
JetBlue Airways Corporation filed a current report to share its latest financial communications with investors. The company issued a press release announcing financial results for the fourth quarter ended December 31, 2025, which is included as Exhibit 99.1. JetBlue also furnished an investor update and an earnings presentation dated January 27, 2026, covering its financial outlook for the first quarter ending March 31, 2026 and full year 2026, attached as Exhibits 99.2 and 99.3. These materials are provided for information purposes and are designated as furnished, not filed, under federal securities laws.
JetBlue Airways Corporation has updated its amended and restated bylaws, effective December 9, 2025. The changes refine how stockholders can nominate director candidates, including rules on the form of notices, the number of nominees, how nominations are presented at meetings, and enhanced disclosure requirements around nominees and supporters.
The bylaws also revise proxy access provisions to align with recent Delaware law, clarify timing and ownership requirements for using proxy access, and update procedures for conducting stockholder meetings. Majority voting provisions for director elections are revised so that the process for any director resignations will be addressed in the company’s corporate governance guidelines. In addition, JetBlue updates indemnification and advancement-of-expense provisions to current market terms and adopts exclusive forum clauses designating Delaware courts for most internal corporate disputes and U.S. federal courts for Securities Act claims, unless the company consents to another forum.
JetBlue Airways Corporation furnished an 8-K announcing it issued a press release with financial results for the third quarter ended September 30, 2025, and provided an investor update covering its financial outlook for the fourth quarter ending December 31, 2025 and full year 2025.
The materials were furnished, not filed, under Items 2.02 and 7.01, which means they are not subject to Section 18 liability and are not incorporated by reference into Securities Act filings. Supporting documents include Exhibit 99.1 (press release), Exhibit 99.2 (investor update), and Exhibit 99.3 (earnings presentation).
JetBlue Airways Corporation filed a current report noting that its executives will participate in a fireside chat at Morgan Stanley’s 13th Annual Laguna Conference on September 11, 2025, at approximately 4:05 p.m. ET. The company has furnished the related investor presentation as Exhibit 99.1 under a Regulation FD disclosure, specifying that this material is furnished, not filed, under securities law. The report is signed by Vice President and Controller, Dawn Southerton, as principal accounting officer.
JetBlue reports that demand for air travel stayed strong through the summer peak and into August and Labor Day, with particularly robust bookings within 14 days of travel. The company says improved operational reliability in August helped revenue outperform expectations and that non-fuel unit costs benefited from better operations and ongoing cost initiatives. JetBlue notes fuel prices have fallen since its prior guidance, which reduces projected operating expenses. The filing updates investor guidance for the quarter ending September 30, 2025, but the referenced guidance table is not included in the provided text. The company reiterates standard forward-looking statement cautions.