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.
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.
JetBlue Airways Corp. received an updated ownership report from entities affiliated with Carl C. Icahn. As of June 9, 2026, these reporting persons may be deemed to beneficially own 20,658,179 shares of JetBlue common stock, representing approximately 5.55% of the outstanding shares.
The stake is held through several Icahn-related vehicles. Icahn Partners Master Fund has sole voting and dispositive power over 10,167,730 shares, and Icahn Partners has sole voting and dispositive power over 10,490,349 shares. Other Icahn entities, including Icahn Capital and Icahn Enterprises affiliates, share voting and dispositive power over the full 20,658,179 shares.
JetBlue Airways CEO Joanna Geraghty reported routine equity compensation activity involving restricted stock units. On May 29, 2026, 245,700 restricted stock units vested and were converted into an equal number of common shares. In line with JetBlue policy, 135,873 shares were automatically withheld and returned to the company to cover tax obligations at $5.38 per share, rather than sold on the open market. After these transactions, she directly owns 700,328 shares of JetBlue common stock.
JETBLUE AIRWAYS CORP director Vivek Sharma reported selling 32,000 shares of Common Stock in open-market transactions. The trades on May 28, 2026 were executed at prices between $5.40 and $5.415 per share. After these sales, Sharma continues to hold tens of thousands of JetBlue shares directly.
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.