secwatch.observer — SEC 8-K summary
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Issuer:     JETBLUE AIRWAYS CORP (JBLU)
CIK:        0001158463
Form:       8-K
Filed at:   2026-09-10T11:00:16+00:00
Accession:  0001158463-26-000089
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 7.01
LLM model:  deepseek-v4-flash:cloud@v2

JetBlue raises Q3 RASM guidance 4 pts, lifts CASM and fuel outlook on weather/ATC disruptions
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- RASM YoY guidance raised to 17.0-20.0% from 12.5-16.5% (midpoint +4 pts).
- CASM ex-fuel YoY guidance raised to 6.0-8.0% from 2.5-4.5% on weather/ATC disruptions.
- Fuel price per gallon guidance up to $3.96 from $3.49; capex trimmed to ~$275M from ~$300M.
- Effective tax rate ~6% for Q3 and FY2026 due to valuation allowance.
- Demand strong with no elasticity; Q4 booking trends encouraging.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1158463/000115846326000089/0001158463-26-000089-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1158463/000115846326000089/jblu-20260910.htm
  HTML page:      https://secwatch.observer/filing/0001158463-26-000089

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