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’ Chief Financial Officer Ursula L. Hurley reported routine equity compensation activity. On April 10, 2026, restricted stock units vested, delivering 61,292 shares of common stock, with one share issued for each unit. She also received 47,030 shares from performance stock units granted in April 2023, based on performance through December 31, 2025.
To cover associated tax obligations in line with JetBlue policy, 31,290 shares and 24,009 shares of common stock were automatically withheld and returned to JetBlue at $4.93 per share rather than sold on the open market. After these transactions, Hurley directly holds 285,806 shares of JetBlue common stock.
JETBLUE AIRWAYS CORP Chief Operating Officer Christie Warren reported routine equity compensation activity. On April 10, 2026, she exercised vested restricted stock units and performance stock units to receive a total of 33,142 shares of common stock, consistent with prior grants and vesting terms.
To cover associated tax obligations, 13,776 shares of common stock were automatically withheld and returned to JetBlue at $4.93 per share, rather than sold in the open market. After these transactions, Warren directly held 234,833 shares of JetBlue common stock, reflecting a compensation-related increase in ownership rather than discretionary buying or selling.
JETBLUE AIRWAYS CORP CEO Joanna Geraghty reported equity awards vesting and related tax withholding transactions. She exercised 70,722 restricted stock units into common shares and also received 61,881 common shares from performance stock units that vested based on performance goals.
To cover tax obligations on these vestings, 39,110 shares and 34,221 shares of common stock were automatically withheld and returned to JetBlue under company policy, rather than being sold on the open market. After these non‑market transactions, she directly holds 590,501 shares of JetBlue common stock.
JetBlue Airways presents its 2026 annual meeting agenda and highlights 2025 progress under its JetForward strategy. Stockholders will vote on electing 13 directors, an advisory say‑on‑pay proposal, ratifying Ernst & Young as auditor for 2026, and increasing shares under the 2020 Crewmember Stock Purchase Plan.
In 2025, JetBlue generated $9.1 billion in operating revenue, reported a GAAP net loss of $602 million (net loss per share $(1.66)), and a GAAP operating margin of (4.1)%. JetForward initiatives delivered $305 million of incremental EBIT and the company ended the year with $2.5 billion in liquidity. The Board emphasizes an independent chair structure, extensive risk oversight, and a pay‑for‑performance program where more than 85% of the CEO’s 2025 target pay is at risk.
JetBlue Airways Corp amendment shows The Vanguard Group has reported 0 shares and 0% beneficial ownership of JetBlue common stock in this Schedule 13G/A (Amendment No. 14). The filing states Vanguard completed an internal realignment on January 12, 2026 and will report certain subsidiaries separately in reliance on SEC Release No. 34-39538. The form is signed by the Head of Global Fund Administration on 03/27/2026.
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 director Jesse Lynn reported equity compensation activity, not open-market trading. Lynn received a grant of 29,867 Deferred Stock Units, each convertible into one share of JetBlue common stock after vesting and eventual settlement following departure from the board.
Lynn also exercised 22,094 Restricted Stock Units that vested on the one-year anniversary of their March 10, 2025 grant, receiving 22,094 shares of common stock at no cash exercise price. After these transactions, Lynn directly holds 22,094 common shares and 59,483 deferred stock units.
JETBLUE AIRWAYS CORP director Robert F. Leduc reported equity compensation-related transactions. He received a grant of 29,867 Deferred Stock Units, each convertible into one share of common stock upon vesting, and these DSUs are scheduled to vest over one year from a vesting commencement date of March 10, 2026. He also exercised 22,094 Restricted Stock Units into an equal number of common shares, reflecting vesting of director RSUs granted on March 10, 2025, and now directly holds 36,124 shares of common stock. Following the new grant, his Deferred Stock Unit balance stands at 78,338 units, all acquired at no cash cost and tied to service-based vesting.
JetBlue Airways CEO Joanna Geraghty reported a large equity compensation update. On March 10, 2026, she received a grant of 539,269 restricted stock units (RSUs), each RSU convertible into one share of common stock upon vesting. These RSUs vest in equal annual installments over three years.
On the same date, 88,652 RSUs vested and were converted into 88,652 shares of common stock. To cover related tax obligations under JetBlue policy, 49,025 shares were automatically withheld and returned to JetBlue at $4.52 per share. Following these transactions, Geraghty directly holds 531,229 shares of common stock and 177,305 RSUs.