secwatch.observer — SEC 8-K summary
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Issuer:     JETBLUE AIRWAYS CORP (JBLU)
CIK:        0001158463
Form:       8-K
Filed at:   2026-01-27T23:59:59+00:00
Accession:  0001158463-26-000004
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

JetBlue Q4 RASM +0.2% vs guide; JetForward $305M EBIT; FY26 guides to breakeven op margin
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158463/000115846326000004/0001158463-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158463/000115846326000004/jblu-20260127.htm
  HTML page:      https://secwatch.observer/filing/0001158463-26-000004

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer