{"filings":[{"id":2522036,"accession_number":"0001158463-26-000085","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-08-27T20:46:07+00:00","items":["5.02","9.01"],"status":"ready","headline":"JetBlue directors Lynn and Miller resign as Icahn Group stake drops below threshold","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jesse Lynn and Steven D. Miller resigned from JetBlue board effective Aug 24, 2026, after Icahn Group ownership fell below level for two director appointments.","Lynn had served on audit, governance/nominating, and finance committees; Miller had served on audit and finance committees.","Resignations were not due to disagreements with company operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1895278,"accession_number":"0001158463-26-000076","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-07-28T11:03:38+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q2 revenue up 14.5% to $2.7B; fuel costs surge 76%; introduces 2028 EPS target of at least $1.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 operating revenue $2.7B (+14.5% YoY); RASM +10.9% YoY; CASM ex-fuel +2.4% YoY.","Average fuel price $4.23/gal (+76% YoY); recaptured nearly 50% of higher fuel costs.","JetForward cumulative incremental EBIT $470M through June; on track to $850-950M annual by end 2027.","Introduced 2028 EPS target of at least $1.00/share, assuming $3.00/gal fuel.","Q3 guidance: RASM +12.5-16.5% YoY, CASM ex-fuel +2.5-4.5%, adjusted operating margin -2% to -5%."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":4937000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":759238,"accession_number":"0001158463-26-000068","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-06-01T11:00:30+00:00","items":["7.01"],"status":"ready","headline":"JetBlue raises Q2 RASM guidance to 9-12% YoY, fuel price up to $4.26-$4.36/gal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["RASM guidance raised to 9.0-12.0% YoY from 7.0-11.0%; ASM growth narrowed to 2.0-4.0%.","Fuel price per gallon guided $4.26-$4.36 vs prior $4.13-$4.28; expects 40%+ cost recapture.","Capex reduced to ~$225M from ~$275M; operational completion factor of 99.8%.","Demand strong across cabins and geographies; Spirit routes outperforming after Spirit's shutdown.","Effective tax rate ~6% for Q2 due to non-cash valuation allowance impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":554397,"accession_number":"0001158463-26-000065","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-05-20T20:08:21+00:00","items":["5.07"],"status":"ready","headline":"JetBlue shareholders elect all director nominees, approve all proposals at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 13 director nominees elected with support of 90.5% to 98.1% of votes cast (excluding broker non-votes).","Advisory vote on executive compensation approved: 181.1M for (90.1%), 19.7M against.","Ratification of Ernst & Young as auditor for FY2026 approved: 257.1M for (88.2%), 31.8M against.","Amendment to 2020 Crewmember Stock Purchase Plan increasing authorized shares approved: 185.1M for (92.0%), 16.2M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91587,"accession_number":"0001158463-26-000060","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q1 revenue up 4.7% to $2.2B; Q2 fuel outlook $4.13-$4.28/gal, up ~40%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $2.2B (+4.7% YoY); RASM +6.5%; capacity -1.7% YoY; CASM ex-fuel +6.6% with ~4 pts from disruptions.","Q2 fuel price guided $4.13-$4.28/gal (vs Q1 $2.96); fuel recapture only 30-40% in Q2, targeting 100% by early 2027.","Reducing H2 capacity by at least 2-3 pts vs prior plan; Q2 capacity lowered nearly 1 pt vs close-in expectations.","Executed $500M aircraft-backed financing (can upsize $250M); repaid $325M convertible notes; liquidity $2.4B.","JetForward on track for $310M incremental EBIT in 2026; FLL RASM +5% on 23% capacity growth; loyalty cash +19%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":2240000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91586,"accession_number":"0001158463-26-000054","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-04-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"JetBlue enters $500M aircraft-secured debt facility with SKY Leasing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M committed debt, secured by up to 22 A320/A220 aircraft owned by JetBlue.","Loans bear fixed interest of 6.00% to 6.75% (US Treasuries plus margin).","Maturity dates range from 2033 through 2037; no-call provision, prepayable at par thereafter.","Loans are cross-defaulted and cross-collateralized among the aircraft.","Committed accordion feature allows up to $250M in incremental aircraft-secured loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101788,"accession_number":"0001158463-26-000030","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"JetBlue updates Q1 guidance: higher revenue outlook but cuts capacity, costs rise","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["RASM YoY guidance raised to 5.0%-7.0% from 0.0%-4.0% on improved demand.","Capacity (ASMs) YoY guided to decline 2.0%-1.0%, versus prior growth of 0.5%-3.5%.","CASM ex-fuel YoY raised to 6.5%-7.5% from 3.5%-5.5% due to winter weather disruptions.","Fuel price per gallon forecast raised to $3.01-$3.06 from $2.27-$2.42.","Winter storms reduced Q1 capacity by ~3.5pts and increased CASM ex-fuel similarly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101787,"accession_number":"0001158463-26-000004","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q4 RASM +0.2% vs guide; JetForward $305M EBIT; FY26 guides to breakeven op margin","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $2.2B (-1.5% YoY); RASM +0.2% (guidance -4% to flat); CASM ex-fuel +6.7%.","JetForward delivered $305M incremental EBIT in 2025, exceeding $290M target.","FY2026 guidance: ASM +2.5-4.5%, RASM +2-5%, CASM ex-fuel +1-3%, adjusted op margin breakeven or better.","Capex reduced ~$3B vs 2023; FY26 capex ~$900M; fuel price assumed $2.17-2.37/gal.","Blue Sky partnership with United launched; loyalty program rated #1 by J.D. Power."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":9062000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118110,"accession_number":"0001158463-25-000119","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"JetBlue amends bylaws to update proxy access and add exclusive forum provisions","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Clarified stockholder nomination procedures, including disclosure requirements and number of nominees.","Updated proxy access provisions to conform with recent Delaware law and ownership submission timeline.","Designated Delaware Chancery Court as exclusive forum for derivative and fiduciary duty claims.","Designated federal district courts as exclusive forum for Securities Act claims, unless company consents otherwise.","Updated indemnification and advancement provisions for market terms and deleted obsolete clauses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118109,"accession_number":"0001158463-25-000116","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"JetBlue Q4 2025 ops update: ASM growth cut ~1 point from hurricane and FAA shutdown","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Demand healthy in Q4; bookings in-line except during FAA emergency order causing shutdown cancellations.","Hurricane Melissa and shutdown cancellations reduce ASM growth by ~1 point; non-fuel unit cost up 1 point.","FAA airworthiness directive on A320-family jets; JetBlue completed software updates, resumed normal ops.","Directive reduced Q4 ASM growth by ~0.25%; financial impact still under evaluation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":118108,"accession_number":"0001158463-25-000107","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q3 revenue $2.3B (-1.8% YoY); guides Q4 RASM down 0-4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Operating revenue $2.3B, down 1.8% YoY; capacity up 0.9% YoY.","CASM ex-fuel up 3.7% YoY, near better end of revised guidance.","JetForward cumulative EBIT gains reach $180M; on track for $290M by year-end.","Q4 2025 guidance: ASM -0.75% to 2.25%; RASM -4% to 0%; fuel $2.33-$2.48/gal.","Full-year CASM ex-fuel guidance improved to 5-6%; capex ~$1.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":6818000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134565,"accession_number":"0001158463-25-000097","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"JetBlue participates in Morgan Stanley Laguna Conference; no financial updates disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Executives spoke at fireside chat on Sept 11, 2025 at Morgan Stanley's 13th Annual Laguna Conference.","Presentation materials furnished as Exhibit 99.1 but not filed; no new guidance or material news in the 8-K.","No specific financial or operational changes announced in the filing or available exhibit text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134564,"accession_number":"0001158463-25-000094","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"JetBlue updates Q3 2025 guidance: RASM outlook improves, fuel costs lower, CapEx reduced","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["RASM guidance raised to (4.0%)-(1.5%) YoY vs prior (6.0%)-(2.0%) on strong August demand.","Fuel price per gallon lowered to $2.45-$2.55 from $2.50-$2.65, reducing expense.","CapEx forecast cut to ~$325M from ~$375M; CASM ex-fuel narrowed to 3.5%-5.5%.","Capacity (ASMs) YoY guidance unchanged at 0.0%-1.0% (previously (1.0%)-2.0%).","Management cites strong close-in bookings and operational reliability for improved revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134563,"accession_number":"0001158463-25-000087","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q2 adj. loss $0.16/share, operating profit margin 0.3%; raises JetForward EBIT target to $850-950M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP net loss $74M (-$0.21); adjusted loss $58M (-$0.16); revenue $2.4B, down 3% YoY.","Operating margin 0.3% (adj. 1.3%); CASM ex-Fuel +6.0% YoY, beating the better end of guidance.","JetForward cumulative EBIT $180M; Blue Sky with United raises total EBIT target to $850-950M by end 2027.","AOG forecast improved to under 10 aircraft in 2025 (from mid-high teens); enables return to growth.","Q3 outlook: ASM -1% to +2%, CASM ex-Fuel +4% to +6%, fuel $2.50-$2.65; FY CASM ex-Fuel +5% to +7%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":4496000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151417,"accession_number":"0001158463-25-000073","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"JetBlue shareholders elect all 13 director nominees, approve say-on-pay, ratify EY as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 13 director nominees elected; Joanna Geraghty top vote-getter with 207.6M for, 2.8M against.","Advisory vote on exec compensation passed with 176.9M for (83.9% of votes cast).","Ratification of Ernst & Young as auditor approved with 248.3M for (86.5% of votes cast).","Broker non-votes of 76.4M on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":151416,"accession_number":"0001158463-25-000064","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue reports Q1 net loss $208M; withdraws FY2025 guidance amid macro uncertainty","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net loss $208M ($0.59/sh); adjusted net loss $209M ($0.59/sh).","Revenue $2.1B, down 3.1% YoY; system capacity down 4.3% YoY.","CASM ex-fuel up 8.3% YoY, beating midpoint of guidance; RASM up 1.3%.","Withdraws prior FY2025 guidance; Q2 guides ASM YoY -3.5% to -0.5%, RASM -7.5% to -3.5%.","Liquidity $3.8B; 11 aircraft grounded due to Pratt & Whitney engine inspections."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":2140000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170297,"accession_number":"0001158463-25-000023","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"JetBlue cuts Q1 capacity and capex guidance; fuel price outlook lowered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ASMs YoY guidance narrowed to -5.0% to -4.0% (prior -5.0% to -2.0%).","Fuel price per gallon estimate reduced to $2.55-$2.65 from $2.65-$2.80.","Capital expenditures trimmed to ~$215M from ~$270M; CASM ex-fuel unchanged.","Weather disruptions and demand choppiness cited; targeted capacity cuts in March-April.","JetForward strategy progress highlighted; no new quantitative targets provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":170296,"accession_number":"0001158463-25-000001","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2025-01-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q4 net loss $44M, revenue $2.3B; guides to 0-1% adj operating margin in FY2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $44M ($0.13/share); adjusted net loss $72M ($0.21/share).","Revenue $2.3B (-2.1% YoY); capacity down 5.1%; CASM ex-fuel up 11% YoY.","JetForward revenue initiatives delivered $395M in 2024, $95M above target; contributed $90M EBIT.","FY2025 guidance: ASM flat YoY; RASM +3-6%; CASM ex-fuel +5-7%; adj op margin 0-1%; capex ~$1.4B.","Q4 adjusted operating margin 0.8%, improved 2.4 pts YoY; ended with $3.9B cash."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":9279000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187303,"accession_number":"0001158463-24-000032","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"JetBlue raises Q4 2024 revenue outlook, lowers fuel cost guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Election revenue headwind reduced to ~0.5 points from prior 1.0 point; close-in demand improved.","Revenue initiatives expected to exceed $300M cumulative Q4 benefit (preferred seating, Blue Basic baggage).","Q4 revenue YoY guidance narrowed to (5%)-(2%) from (7%)-(3%); ASMs (6.5%)-(4.5%).","Fuel price per gallon Q4 guidance lowered to $2.40-$2.50 from $2.50-$2.65; non-fuel unit cost guidance improved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":187302,"accession_number":"0001158463-24-000022","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q3 net loss $60M, revenue $2.4B; guided Q4 revenue down 3-7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $60M ($0.17 EPS); adjusted net loss $54M ($0.16 EPS).","Operating revenue $2.4B (+0.5% YoY); capacity down 3.6% YoY.","Unit revenue (RASM) +4.3% YoY; CASM ex-fuel +4.8% YoY.","Adjusted operating margin improved ~5 pts YoY to (0.4)%.","Q4 outlook: ASMs (7)-(4)% YoY, revenue (7)-(3)% YoY, CASM ex-fuel +13%-15%."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":7002000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203809,"accession_number":"0001158463-24-000021","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-09-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"JetBlue appoints former Sabre chair Sean Menke to board; director Baldanza resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["B. Ben Baldanza resigned from JetBlue's board effective Sept 12, 2024, after 6 years of service.","Sean Menke, former executive chair of Sabre Corp., appointed to the board effective Sept 12, 2024.","Menke has over 20 years airline experience, including CEO roles at Frontier and Pinnacle Airlines.","Board remains at 13 members (12 independent); Menke joins Audit and Safety Committees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203808,"accession_number":"0001158463-24-000020","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-09-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"JetBlue updates Q3 guidance: revenue outlook raised, fuel costs down, interest expense up","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue YoY guidance narrowed to -2.5% to +1.0% from prior -5.5% to -1.5%; ASMs slightly improved.","Fuel price guidance lowered to $2.70-$2.80/gallon from $2.82-$2.97; CASM ex-fuel improved to 5%-7%.","Completed $2B senior secured notes (2031), $765M term loan (2029), and $460M convertible notes (2029).","Full-year interest expense now guided at $370M-$380M, up from prior assumption of $320M-$330M.","On-time performance improved ~10 points YoY; revenue initiatives and re-accommodation revenue contributed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203807,"accession_number":"0001213900-24-075128","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-09-03T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"JetBlue issues $2B 9.875% senior secured notes due 2031 and $765M term loan; adds $60M convertible notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Co-issued $2,000M aggregate principal of 9.875% Senior Secured Notes due 2031, secured by TrueBlue loyalty program collateral.","Entered $765M senior secured term loan facility with similar collateral, maturing August 2029, bearing Term SOFR plus margin.","Initial purchasers fully exercised option, resulting in an additional $60M of 2.50% convertible senior notes due 2029.","Notes and term loan are guaranteed by guarantors, secured on first-lien basis by loyalty program assets.","Notes placed in private placement under Rule 144A/Reg S, not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203806,"accession_number":"0001213900-24-071476","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-08-21T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"JetBlue issues $400M 2.50% convertible notes due 2029, repurchases 2026 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$400M aggregate principal of 2.50% Convertible Senior Notes due September 1, 2029 issued August 16, 2024.","Initial conversion price ~$6.12/share, a 27.5% premium over $4.80 closing price on August 12, 2024.","Net proceeds used to repurchase a portion of the existing 0.50% convertible notes due 2026 and pay fees.","Notes are senior unsecured obligations, redeemable by JetBlue after September 1, 2027.","Issued in private placement under Rule 144A; no registration under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203805,"accession_number":"0001213900-24-068586","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-08-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"JetBlue prices $2B senior secured notes at 9.875% and $765M Term Loan B, upsized by $500M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$2,000M aggregate principal of 9.875% senior secured notes due 2031; offering increased from $1,500M.","$765M senior secured Term Loan B due 2029 (reduced from initial size).","Closing expected on or about August 27, 2024; secured by TrueBlue loyalty program collateral.","Proceeds used for general corporate purposes; co-issuers include JetBlue Loyalty, LP.","Notes issued via Rule 144A/Reg S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203804,"accession_number":"0001213900-24-067851","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"JetBlue prices $400M convertible notes at 2.50% due 2029; to repurchase existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $400M aggregate principal of 2.50% convertible senior notes due 2029; initial purchasers have option for additional $60M.","Initial conversion price ~$6.12 per share (27.5% premium over $4.80 closing price); notes redeemable after Sept 1, 2027.","Net proceeds to repurchase a portion of existing 0.50% senior convertible notes due 2026 and pay fees.","Offering expected to close on or about August 16, 2024; notes offered only to QIBs under Rule 144A."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203803,"accession_number":"0001213900-24-067361","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"JetBlue launches $1.5B loyalty notes, $1.25B term loan, and $400M convertible notes offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["JetBlue and JetBlue Loyalty, LP offer $1.5B senior secured notes due 2031 and $1.25B Term Loan B due 2029, secured by TrueBlue loyalty program assets.","Convertible senior notes offering of $400M (plus $60M option) due 2029; proceeds to repurchase existing 0.50% convertible notes due 2026.","Net proceeds from loyalty financings used for general corporate purposes; convertible notes also cover fees and expenses.","All offerings are private placements under Rule 144A/Reg S; notes not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203802,"accession_number":"0001158463-24-000018","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q2 net income $25M, exceeds guidance; launches JetForward plan targeting $800-900M EBIT by 2027","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP net income $25M ($0.07 EPS); adjusted net income $26M ($0.08 EPS).","Revenue $2.4B, down 6.9% YoY; capacity down 2.7% YoY; CASM ex-fuel up 3.7%.","Launched JetForward strategy targeting $800-900M incremental EBIT from 2025-2027.","Deferred ~$3B capex through 2029; structural cost savings target $175M by 2027.","Q3 guidance: revenue down 5.5-1.5% YoY, CASM ex-fuel up 6-8%."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":4637000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203801,"accession_number":"0001158463-24-000017","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"JetBlue appoints Eileen McCarthy as General Counsel; Brandon Nelson departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eileen McCarthy named General Counsel and Corporate Secretary effective Aug 5, 2024, succeeding Brandon Nelson.","McCarthy previously served at JetBlue (2006-2021) and most recently at UiPath as SVP deputy general counsel.","Brandon Nelson will serve as strategic advisor through Nov 1, 2024, with $550K salary continuation and $393K pro-rated bonus.","Nelson's departure effective Aug 5; he joined JetBlue in 2005 and was GC since 2018."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220407,"accession_number":"0001158463-24-000015","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"JetBlue updates Q2 2024 guidance; lowers fuel cost forecast to $2.85-$2.95/gal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ASMs YoY narrowed to (4%)-(2%) from previous (5%)-(2%); revenue guidance unchanged at (10.5%)-(6.5%).","CASM Ex-Fuel YoY improved to 5.0%-7.0% from prior 5.5%-7.5%.","Fuel price per gallon lowered to $2.85-$2.95 from $2.98-$3.13; capex unchanged ~$550M.","Strong ops: completion factor ~99%; healthy demand in line with expectations.","Q2 operational performance and lower fuel prices driving solid cost execution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220406,"accession_number":"0001158463-24-000014","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"JetBlue appoints Icahn-affiliated directors; shareholders reject say-on-pay and officer exculpation","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jesse Lynn and Steven Miller appointed to Board (size increased to 13) per Icahn agreement; both on Audit Committee.","Former CEO Robin Hayes terminates transition agreement early; advisory role ends June 2, 2024.","Say-on-pay vote failed: 44.1M for, 138.7M against; over 81.8M broker non-votes.","Charter amendment to exculpate officers failed despite majority for (165.8M for, 17.0M against) due to broker non-votes.","Equity plan amendments approved: Omnibus share reserve increased to 35.5M shares; Stock Purchase to 52.5M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":220405,"accession_number":"0001158463-24-000012","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q1 net loss $716M, revenue down 5.1%; Q2 revenue guidance -10.5% to -6.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $716M ($2.11/sh); adjusted net loss $145M ($0.43/sh).","Revenue $2.2B, down 5.1% YoY; capacity down 2.7% YoY.","Q2 revenue guidance down 10.5%-6.5% YoY, CASM ex-fuel up 5.5%-7.5%.","Structural cost savings $100M to-date; target $175-200M by year-end.","Changed engine compensation accounting; benefits now reduce aircraft assets, not Opex."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":2209000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240052,"accession_number":"0001158463-24-000011","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"JetBlue issues Q1 2024 operational and financial update at J.P. Morgan conference","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation furnished as Exhibit 99.1 provides Q1 2024 outlook, but no specific numbers are disclosed in the filing text.","Update covers expected first-quarter 2024 results; full content of presentation not included in the provided excerpt.","No quantitative guidance, revenue, or EPS figures are available from the filing or the snippet of Exhibit 99.1.","Presentation date March 12, 2024; ticker JBLU on Nasdaq."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240051,"accession_number":"0001158463-24-000010","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["1.01","1.02","7.01","9.01"],"status":"ready","headline":"JetBlue terminates Spirit merger; pays $69M breakup fee, pivots to organic plan","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["JetBlue and Spirit mutually terminate July 2022 merger agreement; JetBlue pays $69M in cash on March 5, 2024.","Termination due to unlikely satisfaction of legal and regulatory closing conditions by July 24, 2024 outside date.","JetBlue targets breakeven operating margins in 2024, with over $300M in revenue initiatives identified.","Expects $175-200M cost savings from structural program and $75M in fleet maintenance savings.","Investor Day scheduled for May 30, 2024 to detail long-term organic strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240050,"accession_number":"0001158463-24-000009","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-02-16T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"JetBlue agrees with Icahn to appoint two designees to board; avoids proxy fight","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jesse Lynn (Icahn Enterprises GC) and Steven Miller (Icahn Capital PM) join as observers Feb 26; become voting directors after 2024 annual meeting.","Board expands from 11 to 13 directors after annual meeting; 12 of 13 expected independent.","Icahn Group agrees to standstill, voting commitments, and ownership thresholds: retain 20.4M shares for one designee, 10.2M for both.","Agreement includes limits on rights plan trigger below 15% as long as Icahn holds 16.96M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240042,"accession_number":"0001158463-24-000008","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K/A","filed_at":"2024-02-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"JetBlue finalizes CEO Joanna Geraghty's compensation; $700K base, 175% bonus target","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary $700,000; annual bonus target 175% of base salary (150% for Jan-Feb 2024).","Term until Feb 12, 2028; severance under existing plan for termination without cause or resignation for good reason.","Eligible for annual equity awards; continued flight benefits; indemnification and D&O insurance.","One-year non-compete in commercial airline; non-solicitation of employees/customers; non-disparagement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240049,"accession_number":"0001158463-24-000007","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"JetBlue sets Feb 23 record date for $0.10/share prepayment to Spirit stockholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record date February 23, 2024 for $0.10 per share prepayment to Spirit stockholders.","Payment date February 29, 2024 for the $0.10 per share prepayment.","Prepayment is part of the merger agreement dated July 28, 2022 between JetBlue and Spirit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240048,"accession_number":"0001158463-24-000005","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"JetBlue appoints Martin St. George as President effective Feb 26, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary $625K, target bonus 125% of salary; 2024 bonus guaranteed at no less than target.","$500K performance-based sign-on bonus paid in two installments, clawback if not employed through Feb 15, 2026.","2024 equity award target $2M: 50% RSUs vesting in 3 annual installments, 50% PSUs over 3-year period.","St. George, former JetBlue CCO (2006-2019), rejoins from LATAM as President reporting to incoming CEO Joanna Geraghty.","He will lead commercial functions, customer support, enterprise & operational planning, and corporate communications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240047,"accession_number":"0001158463-24-000004","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-01-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q4 net loss $104M, revenue down 3.7% YoY; defers $2.5B capex","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $104M ($0.31/share); adjusted net loss $63M ($0.19/share).","Operating revenue $2.3B, down 3.7% YoY; capacity up 3.3% YoY.","Deferred ~$2.5B aircraft capex from 2024-2027 to later years.","Q1 2024 guidance: ASM -6% to -3% YoY, revenue -9% to -5% YoY, CASM ex-fuel +9-11%.","FY2024 capacity down low single digits; adjusted operating margin approaching breakeven."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":9615000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240046,"accession_number":"0001158463-24-000003","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-01-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"JetBlue appoints Warren Christie as COO as Geraghty becomes CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Warren Christie promoted to COO effective Feb 12, 2024; reports to new CEO Joanna Geraghty.","Christie will lead daily operations: airports, flight ops, inflight, safety, security, system ops, technical ops, and JetBlue University.","Christie has 35 years aviation experience, 21 at JetBlue; previously Head of Safety, Security, Fleet Ops, Airports, and JBU.","Compensation: $530,000 base salary, 90% bonus target, and $1.2M long-term equity (50% PSUs, 50% RSUs).","Announcement coincides with Geraghty's previously planned transition from President/COO to CEO on Feb 12, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240045,"accession_number":"0001158463-24-000002","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"JetBlue notifies Spirit that merger conditions may not be met by Jan 28 outside date","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["JetBlue informed Spirit on Jan 25, 2024 that closing conditions may not be satisfied before the outside date.","Merger Agreement may be terminable by either party on and after January 28, 2024.","JetBlue continues to evaluate its options under the Merger Agreement and will abide by obligations until termination.","The notification follows ongoing DOJ lawsuit challenging the $3.8B merger."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240044,"accession_number":"0001158463-24-000001","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-01-12T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"JetBlue sets Jan 25 record date for $0.10/share prepayment to Spirit stockholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record date for January 2024 Additional Prepayment is January 25, 2024.","Payment of $0.10 per Spirit share to occur on January 31, 2024.","Prepayment made under the July 28, 2022 merger agreement with Spirit (SAVE)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":240043,"accession_number":"0000947871-24-000018","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["5.02","7.01","2.02","9.01"],"status":"ready","headline":"JetBlue CEO Robin Hayes retires; Joanna Geraghty named CEO effective Feb 12, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robin Hayes retiring as CEO effective Feb 12, 2024; cites health reasons after doctor's advice.","Joanna Geraghty, President & COO, appointed CEO and to Board, effective same date.","Hayes will serve as strategic advisor over coming months.","JetBlue reiterates Q4 2023 guidance at better end of range; demand healthy, ops strong.","Geraghty has been with JetBlue since 2005, held roles in operations, commercial, legal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257566,"accession_number":"0001158463-23-000028","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"JetBlue sets record and payment dates for $0.10/share prepayment to Spirit stockholders in merger","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record date December 22, 2023, for $0.10 prepayment per Spirit share; payment on December 29, 2023.","Prepayment is part of the merger consideration under the July 2022 Merger Agreement.","Spirit stockholders as of the record date are eligible to receive the December 2023 Additional Prepayment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257565,"accession_number":"0001158463-23-000027","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2023-12-11T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"JetBlue appoints Dawn Southerton as VP Controller and Principal Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Southerton (former PepsiCo VP & Controller) appointed effective Dec 11, 2023, replacing Al Spencer.","Will receive $375K base salary, target bonus up to 40% of base, and $100K RSU grant vesting over three years.","She reports to CFO Ursula Hurley and will oversee accounting, AP, payroll, tax teams.","No family relationships or transactions requiring disclosure per Reg S-K Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257564,"accession_number":"0001158463-23-000026","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"JetBlue raises Q4 and FY 2023 guidance; revenue and adjusted EPS loss improve","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 revenue decline improved to 4-7% from prior 6.5-10.5%; demand healthy.","Adjusted EPS loss narrowed to ($0.35)-($0.25) from ($0.55)-($0.35) previously.","FY 2023 adjusted EPS loss now ($0.50)-($0.40) vs prior ($0.65)-($0.45).","November operational performance: 99.9% completion factor; 100% during Thanksgiving.","Capacity guidance tightened: Q4 ASM YoY 2-3% (prev 0.5-3.5%); FY 5.5-6.5% (prev 5-7%)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257563,"accession_number":"0001158463-23-000025","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2023-11-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"JetBlue VP, Controller and PAO Al Spencer resigns effective Dec 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Al Spencer, Vice President, Controller and principal accounting officer, resigned effective December 1, 2023.","He will remain as a consultant through January 1, 2024.","A search for a successor has commenced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257562,"accession_number":"0001158463-23-000023","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2023-11-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"JetBlue sets Nov 24 record date for $0.10/sh prepayment to Spirit stockholders","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Record date of November 24, 2023 for $0.10 per Spirit share additional prepayment under merger agreement.","Payment of the November 2023 Additional Prepayment scheduled for November 30, 2023.","Prepayment is part of the Merger Agreement dated July 28, 2022 between JetBlue and Spirit Airlines.","No other material updates to merger terms or conditions provided in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257561,"accession_number":"0001158463-23-000021","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"JetBlue Q3 net loss $153M, revenue down 8.2% YoY; FY23 guidance lowered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $153M ($0.46/share); adjusted net loss $129M ($0.39/share).","Q3 operating revenue $2.4B, down 8.2% YoY; system capacity up 7.1%.","Q4 outlook: revenue down 6.5-10.5% YoY; CASM ex-fuel up 8.5-10.5%.","FY23 adjusted EPS loss revised to ($0.65)-($0.45); fuel $3.02-$3.07/gal.","Structural cost program on track to deliver ~$70M savings in 2023, $150-200M run-rate by 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":7290000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257560,"accession_number":"0001158463-23-000020","cik":1158463,"company_name":"JETBLUE AIRWAYS CORP","ticker":"JBLU","form_type":"8-K","filed_at":"2023-10-20T23:59:59+00:00","items":["1.01"],"status":"ready","headline":"JetBlue extends $600M credit facility maturity to Oct 2025 via amendment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered First Amendment to Second Amended and Restated Credit and Guaranty Agreement on Oct 17, 2023.","Maturity date for $600M in lending commitments extended to October 21, 2025.","JetBlue has not made any drawings under the facility as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1995881545.5407407,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-10-20T23:59:59+00:00|257560"}