{"schema_version":"secwatch.filing_event.v1","accession":"0001158463-26-000060","form_type":"8-K","ticker":"JBLU","cik":"0001158463","company_name":"JETBLUE AIRWAYS CORP","filed_at":"2026-04-28T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.014264+00:00","generated_at":"2026-05-15T02:43:56.545186+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"JetBlue Q1 revenue up 4.7% to $2.2B; Q2 fuel outlook $4.13-$4.28/gal, up ~40%","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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001158463-26-000060","json":"https://secwatch.observer/filing/0001158463-26-000060.json","markdown":"https://secwatch.observer/filing/0001158463-26-000060.md","text":"https://secwatch.observer/filing/0001158463-26-000060.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1158463/000115846326000060/0001158463-26-000060-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1158463/000115846326000060/jblu-20260424.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T02:43:56.545186+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"07dba491f55d7eff87152a6bf51a00320d14f113","claim":"JETBLUE AIRWAYS CORP reported first quarter ended March 31, 2026 results: revenue $2.2 billion.","evidence_excerpt":"Financial Results • First quarter 2026 system capacity decreased by 1.7% year-over-year, within our revised guidance (1) range of down 2.0% to down 1.0%. • Operating revenue of $2.2 billion for the first quarter of 2026, an increase of 4.7% year-over-year. • Operating revenue per available seat mile (\"RASM\") increased 6.5% year-over-year, near the better end of our","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1158463/000115846326000060/0001158463-26-000060-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$2.2 billion"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}