Welcome to our dedicated page for JETBLUE AIRWAYS SEC filings (Ticker: JBLU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 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 president Martin J. St. George reported equity compensation activity involving restricted stock units (RSUs) and related tax withholding. On April 22, 2026, RSUs covering 46,882 shares of common stock vested and were converted into common shares, while 23,934 shares were automatically withheld and returned to JetBlue to cover tax obligations, consistent with company policy for RSU vesting in the United States.
Following these transactions, he directly owned 120,857 shares of JetBlue common stock. He also held 274,725 RSUs, which are payable in an equal number of common shares upon settlement. The newly reported RSU grant of 274,725 units was made on April 22, 2026 and is scheduled to vest on the five‑year anniversary of the grant date, while other RSUs vest in equal annual installments over a three‑year period from April 22, 2024.
JETBLUE AIRWAYS CORP reported that its General Counsel and Corporate Secretary, Eileen P. McCarthy, received a compensation-related grant of 91,575 restricted stock units on April 22, 2026. Upon vesting, each unit converts into one share of common stock, and the award vests on the five-year anniversary of the grant date.
JETBLUE AIRWAYS CORP Chief Financial Officer Ursula L. Hurley received a grant of 274,725 restricted stock units (RSUs) on April 22, 2026. These RSUs were awarded at no cash cost and are held directly by her.
The RSUs will vest on the five-year anniversary of the grant date. Upon vesting, she is entitled to receive one share of JetBlue common stock for each vested RSU, so this award could convert into 274,725 shares of common stock if fully vested.
Geraghty Joanna reported acquisition or exercise transactions in this Form 4 filing.
JETBLUE AIRWAYS CORP CEO and director Joanna Geraghty received a compensation grant of 446,428 restricted stock units on April 22, 2026. Each unit is convertible into one share of JetBlue common stock upon vesting.
The restricted stock units vest on the five-year anniversary of the grant date, meaning they are long-term equity incentives. Following this award, Geraghty holds 446,428 restricted stock units directly, aligning part of her compensation with JetBlue’s future share performance rather than an open-market share purchase.
JETBLUE AIRWAYS CORP reported that Chief Digital & Tech Officer Carol Ann Clements received a grant of 160,256 restricted stock units (RSUs) on April 22, 2026. Each RSU will convert into one share of common stock upon vesting, and all units vest on the five-year anniversary of the grant date. After this award, she holds 160,256 RSUs directly as part of her equity compensation, with no open-market buying or selling involved in this filing.
Christie Warren reported acquisition or exercise transactions in this Form 4 filing.
JetBlue Airways reported that Chief Operating Officer Christie Warren received a grant of 274,725 restricted stock units (RSUs). Each RSU entitles her to one share of JetBlue common stock upon vesting. The RSUs were granted on April 22, 2026 and vest on the five-year anniversary of that date.
Following this award, Warren directly holds 274,725 RSUs linked to an equal number of underlying common shares, reflecting a compensation-related equity grant rather than an open-market stock purchase or sale.
JetBlue Airways Corp. investors Vladimir and Angelica Galkin filed an amended Schedule 13D reporting beneficial ownership of 37,200,000 common shares, about 10% of JetBlue’s outstanding stock. Their position includes 2,000,000 jointly held shares and 35,200,000 shares held via the Angelica Galkin Revocable Trust.
The filing states roughly $225,793,084 was paid to acquire these shares, funded with personal cash, the trust’s capital and margin account borrowings. The Galkins say they view JetBlue as an attractive investment and may seek ongoing dialogue with management and the board, including potential board representation, while reserving the right to increase or reduce their stake.
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 Chief Digital & Tech Officer Carol Ann Clements reported routine equity compensation activity tied to vesting of stock awards. On April 10, 2026, restricted stock units representing 35,361 shares of common stock vested, and she received an equal number of shares. Performance stock units granted on April 11, 2023 also vested based on performance goals, resulting in an additional 24,752 common shares issued.
To satisfy tax obligations at a market price of $4.93 per share, a total of 33,243 shares was automatically withheld and returned to JetBlue in accordance with company policy for RSU vesting in the United States. After these transactions, Clements directly holds 185,896 shares of JetBlue common stock.