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 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.
JetBlue Airways director Ellen Jewett reported equity compensation and an option exercise. She received a grant of 29,867 restricted stock units, which will vest on the one-year anniversary of the March 10, 2026 grant date. She also exercised 22,094 restricted stock units into 22,094 shares of common stock, reflecting previously granted units that vested on the one-year anniversary of the March 10, 2025 grant date. Following these transactions, she directly holds 80,858 shares of JetBlue common stock.
JetBlue Airways director Teri P. McClure reported routine equity compensation activity. She received a grant of 29,867 restricted stock units (RSUs), each convertible into one share of common stock upon vesting. She also exercised 22,094 previously granted RSUs into 22,094 shares of common stock, resulting in direct ownership of 42,713 common shares after these transactions.
JetBlue Airways’ Principal Accounting Officer Dawn Southerton reported equity compensation activity. She received a grant of 68,584 restricted stock units (RSUs) on March 10, 2026, which vest in equal annual installments over three years from the grant date.
On the same date, 10,229 RSUs vested and were converted into 10,229 shares of common stock. Of these shares, 3,688 were automatically withheld and returned to JetBlue at a price of $4.52 per share to cover tax obligations under company policy. After these transactions, she directly held 18,193 shares of common stock.
JETBLUE AIRWAYS CORP director Sarah Robb O'Hagan reported equity compensation transactions involving deferred and restricted stock units. She received a grant of 29,867 deferred stock units, each entitling her to one share of common stock upon vesting, with vesting scheduled over one year from the March 10, 2026 vesting commencement date and settlement six months after she leaves the board. On the same date, 22,094 restricted stock units that vest on the one-year anniversary of the March 10, 2025 grant converted into 22,094 shares of common stock. Following these transactions, she directly holds 47,360 shares of common stock and 72,750 deferred stock units, reflecting routine director compensation rather than any open-market buying or selling.
JetBlue Airways director Monte E. Ford reported equity compensation and an option-style conversion. On March 10, 2026, he received a grant of 29,867 restricted stock units, each entitling him to one share of common stock upon vesting. The director restricted stock units vest on the one-year anniversary of the grant date of March 10, 2026.
On the same date, 22,094 restricted stock units were exercised or converted at $0.00 into 22,094 shares of JetBlue common stock, reflecting previously granted director units that vest on the one-year anniversary of the March 10, 2025 grant date. Following these transactions, Ford directly holds 67,479 shares of JetBlue common stock. All reported moves are equity awards and conversions rather than open-market purchases or sales.