JBLU JETBLUE AIRWAYS CORP

CIK 0001158463 50 ready 8-Ks latest August 27, 2026, 4:46 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (2)

Ready 8-Ks 50

Latest filing August 27, 2026, 4:46 PM ET

Top materiality 0.85

Event mix earnings ×17 · leadership ×11 · other_material ×8

Sentiment 11 pos · 8 neg · 31 neu

Latest earnings reported 2026-Q2

Executive change recent →

Recent 8-K filings for JBLU

Highest-materiality recent filing

JetBlue Q1 revenue up 4.7% to $2.2B; Q2 fuel outlook $4.13-$4.28/gal, up ~40%

April 28, 2026, 7:59 PM ET earnings materiality 0.85 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

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.

Read filing →

August 27, 2026, 4:46 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change ×2

JetBlue directors Lynn and Miller resign as Icahn Group stake drops below threshold

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.
July 28, 2026, 7:03 AM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 9.01

JetBlue Q2 revenue up 14.5% to $2.7B; fuel costs surge 76%; introduces 2028 EPS target of at least $1.00

Q2 operating revenue $2.7B (+14.5% YoY); RASM +10.9% YoY; CASM ex-fuel +2.4% YoY.
June 1, 2026, 7:00 AM ET other material materiality 0.65 positive item 7.01

JetBlue raises Q2 RASM guidance to 9-12% YoY, fuel price up to $4.26-$4.36/gal

RASM guidance raised to 9.0-12.0% YoY from 7.0-11.0%; ASM growth narrowed to 2.0-4.0%.
May 20, 2026, 4:08 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

JetBlue shareholders elect all director nominees, approve all proposals at 2026 annual meeting

All 13 director nominees elected with support of 90.5% to 98.1% of votes cast (excluding broker non-votes).
April 28, 2026, 7:59 PM ET earnings materiality 0.85 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

JetBlue Q1 revenue up 4.7% to $2.2B; Q2 fuel outlook $4.13-$4.28/gal, up ~40%

Q1 revenue $2.2B (+4.7% YoY); RASM +6.5%; capacity -1.7% YoY; CASM ex-fuel +6.6% with ~4 pts from disruptions.
April 17, 2026, 7:59 PM ET debt materiality 0.65 neutral item 8.01

JetBlue enters $500M aircraft-secured debt facility with SKY Leasing

$500M committed debt, secured by up to 22 A320/A220 aircraft owned by JetBlue.
March 17, 2026, 7:59 PM ET earnings materiality 0.70 neutral item 7.01 item 9.01

JetBlue updates Q1 guidance: higher revenue outlook but cuts capacity, costs rise

RASM YoY guidance raised to 5.0%-7.0% from 0.0%-4.0% on improved demand.
January 27, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

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

Q4 revenue $2.2B (-1.5% YoY); RASM +0.2% (guidance -4% to flat); CASM ex-fuel +6.7%.
December 12, 2025, 6:59 PM ET other materiality 0.20 neutral item 5.03 item 9.01 ◈ Governance Changes

JetBlue amends bylaws to update proxy access and add exclusive forum provisions

Clarified stockholder nomination procedures, including disclosure requirements and number of nominees.
December 2, 2025, 6:59 PM ET other material materiality 0.40 neutral item 7.01

JetBlue Q4 2025 ops update: ASM growth cut ~1 point from hurricane and FAA shutdown

Demand healthy in Q4; bookings in-line except during FAA emergency order causing shutdown cancellations.
October 28, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

JetBlue Q3 revenue $2.3B (-1.8% YoY); guides Q4 RASM down 0-4%

Operating revenue $2.3B, down 1.8% YoY; capacity up 0.9% YoY.
September 11, 2025, 7:59 PM ET other materiality 0.10 neutral item 7.01 item 9.01

JetBlue participates in Morgan Stanley Laguna Conference; no financial updates disclosed

Executives spoke at fireside chat on Sept 11, 2025 at Morgan Stanley's 13th Annual Laguna Conference.
September 4, 2025, 7:59 PM ET earnings materiality 0.65 positive item 7.01

JetBlue updates Q3 2025 guidance: RASM outlook improves, fuel costs lower, CapEx reduced

RASM guidance raised to (4.0%)-(1.5%) YoY vs prior (6.0%)-(2.0%) on strong August demand.
July 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

JetBlue Q2 adj. loss $0.16/share, operating profit margin 0.3%; raises JetForward EBIT target to $850-950M

Q2 GAAP net loss $74M (-$0.21); adjusted loss $58M (-$0.16); revenue $2.4B, down 3% YoY.
May 16, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

JetBlue shareholders elect all 13 director nominees, approve say-on-pay, ratify EY as auditor

All 13 director nominees elected; Joanna Geraghty top vote-getter with 207.6M for, 2.8M against.
April 29, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01

JetBlue reports Q1 net loss $208M; withdraws FY2025 guidance amid macro uncertainty

Q1 net loss $208M ($0.59/sh); adjusted net loss $209M ($0.59/sh).
March 11, 2025, 7:59 PM ET earnings materiality 0.70 negative item 7.01 item 9.01

JetBlue cuts Q1 capacity and capex guidance; fuel price outlook lowered

ASMs YoY guidance narrowed to -5.0% to -4.0% (prior -5.0% to -2.0%).
January 28, 2025, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

JetBlue Q4 net loss $44M, revenue $2.3B; guides to 0-1% adj operating margin in FY2025

GAAP net loss $44M ($0.13/share); adjusted net loss $72M ($0.21/share).
December 4, 2024, 6:59 PM ET earnings materiality 0.70 positive item 7.01

JetBlue raises Q4 2024 revenue outlook, lowers fuel cost guidance

Election revenue headwind reduced to ~0.5 points from prior 1.0 point; close-in demand improved.
October 29, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 7.01 item 9.01

JetBlue Q3 net loss $60M, revenue $2.4B; guided Q4 revenue down 3-7%

GAAP net loss $60M ($0.17 EPS); adjusted net loss $54M ($0.16 EPS).
September 16, 2024, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

JetBlue appoints former Sabre chair Sean Menke to board; director Baldanza resigns

B. Ben Baldanza resigned from JetBlue's board effective Sept 12, 2024, after 6 years of service.
September 5, 2024, 7:59 PM ET earnings materiality 0.65 positive item 7.01 item 9.01

JetBlue updates Q3 guidance: revenue outlook raised, fuel costs down, interest expense up

Q3 revenue YoY guidance narrowed to -2.5% to +1.0% from prior -5.5% to -1.5%; ASMs slightly improved.
September 3, 2024, 7:59 PM ET debt materiality 0.75 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01

JetBlue issues $2B 9.875% senior secured notes due 2031 and $765M term loan; adds $60M convertible notes

Co-issued $2,000M aggregate principal of 9.875% Senior Secured Notes due 2031, secured by TrueBlue loyalty program collateral.
August 21, 2024, 7:59 PM ET debt materiality 0.70 neutral item 1.01 item 2.03 item 3.02 item 8.01 item 9.01

JetBlue issues $400M 2.50% convertible notes due 2029, repurchases 2026 notes

$400M aggregate principal of 2.50% Convertible Senior Notes due September 1, 2029 issued August 16, 2024.
August 14, 2024, 7:59 PM ET debt materiality 0.75 neutral item 8.01 item 9.01

JetBlue prices $2B senior secured notes at 9.875% and $765M Term Loan B, upsized by $500M

$2,000M aggregate principal of 9.875% senior secured notes due 2031; offering increased from $1,500M.
August 13, 2024, 7:59 PM ET debt materiality 0.65 neutral item 8.01 item 9.01

JetBlue prices $400M convertible notes at 2.50% due 2029; to repurchase existing notes

Priced $400M aggregate principal of 2.50% convertible senior notes due 2029; initial purchasers have option for additional $60M.
August 12, 2024, 7:59 PM ET debt materiality 0.70 neutral item 8.01 item 9.01

JetBlue launches $1.5B loyalty notes, $1.25B term loan, and $400M convertible notes offering

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.
July 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

JetBlue Q2 net income $25M, exceeds guidance; launches JetForward plan targeting $800-900M EBIT by 2027

Q2 GAAP net income $25M ($0.07 EPS); adjusted net income $26M ($0.08 EPS).
July 23, 2024, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

JetBlue appoints Eileen McCarthy as General Counsel; Brandon Nelson departs

Eileen McCarthy named General Counsel and Corporate Secretary effective Aug 5, 2024, succeeding Brandon Nelson.
June 3, 2024, 7:59 PM ET other material materiality 0.60 positive item 7.01

JetBlue updates Q2 2024 guidance; lowers fuel cost forecast to $2.85-$2.95/gal

ASMs YoY narrowed to (4%)-(2%) from previous (5%)-(2%); revenue guidance unchanged at (10.5%)-(6.5%).
May 23, 2024, 7:59 PM ET leadership materiality 0.70 negative item 5.02 item 5.07 item 9.01 ◈ executive_change ×3

JetBlue appoints Icahn-affiliated directors; shareholders reject say-on-pay and officer exculpation

Jesse Lynn and Steven Miller appointed to Board (size increased to 13) per Icahn agreement; both on Audit Committee.
April 23, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

JetBlue Q1 net loss $716M, revenue down 5.1%; Q2 revenue guidance -10.5% to -6.5%

GAAP net loss $716M ($2.11/sh); adjusted net loss $145M ($0.43/sh).
March 12, 2024, 7:59 PM ET other material materiality 0.50 neutral item 7.01 item 9.01

JetBlue issues Q1 2024 operational and financial update at J.P. Morgan conference

Investor presentation furnished as Exhibit 99.1 provides Q1 2024 outlook, but no specific numbers are disclosed in the filing text.
March 4, 2024, 6:59 PM ET M&A materiality 0.85 neutral item 1.01 item 1.02 item 7.01 item 9.01 ◈ Material Agreements

JetBlue terminates Spirit merger; pays $69M breakup fee, pivots to organic plan

JetBlue and Spirit mutually terminate July 2022 merger agreement; JetBlue pays $69M in cash on March 5, 2024.
February 16, 2024, 6:59 PM ET leadership materiality 0.70 neutral item 1.01 item 7.01 item 9.01 ◈ Material Agreements

JetBlue agrees with Icahn to appoint two designees to board; avoids proxy fight

Jesse Lynn (Icahn Enterprises GC) and Steven Miller (Icahn Capital PM) join as observers Feb 26; become voting directors after 2024 annual meeting.
February 14, 2024, 6:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01

JetBlue finalizes CEO Joanna Geraghty's compensation; $700K base, 175% bonus target

Base salary $700,000; annual bonus target 175% of base salary (150% for Jan-Feb 2024).
February 13, 2024, 6:59 PM ET other material materiality 0.30 neutral item 7.01 item 8.01 item 9.01

JetBlue sets Feb 23 record date for $0.10/share prepayment to Spirit stockholders

Record date February 23, 2024 for $0.10 per share prepayment to Spirit stockholders.
February 7, 2024, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

JetBlue appoints Martin St. George as President effective Feb 26, 2024

Base salary $625K, target bonus 125% of salary; 2024 bonus guaranteed at no less than target.
January 30, 2024, 6:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

JetBlue Q4 net loss $104M, revenue down 3.7% YoY; defers $2.5B capex

GAAP net loss $104M ($0.31/share); adjusted net loss $63M ($0.19/share).
January 29, 2024, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

JetBlue appoints Warren Christie as COO as Geraghty becomes CEO

Warren Christie promoted to COO effective Feb 12, 2024; reports to new CEO Joanna Geraghty.
January 26, 2024, 6:59 PM ET M&A materiality 0.85 negative item 8.01

JetBlue notifies Spirit that merger conditions may not be met by Jan 28 outside date

JetBlue informed Spirit on Jan 25, 2024 that closing conditions may not be satisfied before the outside date.
January 12, 2024, 6:59 PM ET other material materiality 0.30 neutral item 7.01 item 8.01 item 9.01

JetBlue sets Jan 25 record date for $0.10/share prepayment to Spirit stockholders

Record date for January 2024 Additional Prepayment is January 25, 2024.
January 8, 2024, 6:59 PM ET leadership materiality 0.75 neutral item 5.02 item 7.01 item 2.02 item 9.01 ◈ executive_change ×3◈ Earnings Releases ×2

JetBlue CEO Robin Hayes retires; Joanna Geraghty named CEO effective Feb 12, 2024

Robin Hayes retiring as CEO effective Feb 12, 2024; cites health reasons after doctor's advice.
December 12, 2023, 6:59 PM ET other material materiality 0.35 neutral item 8.01 item 9.01

JetBlue sets record and payment dates for $0.10/share prepayment to Spirit stockholders in merger

Record date December 22, 2023, for $0.10 prepayment per Spirit share; payment on December 29, 2023.
December 11, 2023, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 7.01 item 9.01

JetBlue appoints Dawn Southerton as VP Controller and Principal Accounting Officer

Southerton (former PepsiCo VP & Controller) appointed effective Dec 11, 2023, replacing Al Spencer.
December 7, 2023, 6:59 PM ET other material materiality 0.65 positive item 7.01

JetBlue raises Q4 and FY 2023 guidance; revenue and adjusted EPS loss improve

Q4 revenue decline improved to 4-7% from prior 6.5-10.5%; demand healthy.
November 20, 2023, 6:59 PM ET leadership materiality 0.40 neutral item 5.02 ◈ executive_change

JetBlue VP, Controller and PAO Al Spencer resigns effective Dec 1, 2023

Al Spencer, Vice President, Controller and principal accounting officer, resigned effective December 1, 2023.
November 14, 2023, 6:59 PM ET M&A materiality 0.20 neutral item 8.01 item 9.01

JetBlue sets Nov 24 record date for $0.10/sh prepayment to Spirit stockholders

Record date of November 24, 2023 for $0.10 per Spirit share additional prepayment under merger agreement.
October 31, 2023, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

JetBlue Q3 net loss $153M, revenue down 8.2% YoY; FY23 guidance lowered

GAAP net loss $153M ($0.46/share); adjusted net loss $129M ($0.39/share).
October 20, 2023, 7:59 PM ET debt materiality 0.50 neutral item 1.01 ◈ Material Agreements

JetBlue extends $600M credit facility maturity to Oct 2025 via amendment

Entered First Amendment to Second Amended and Restated Credit and Guaranty Agreement on Oct 17, 2023.

Executive changes

Departed

Jesse Lynn

Director

JBLU · JETBLUE AIRWAYS CORP

Effective: 2026-08-24
Filed: August 27, 2026, 4:46 PM ET

each of Jesse Lynn and Steven D. Miller’s irrevocable resignation is effective as of August 24, 2026.

Departed

Steven D. Miller

Director

JBLU · JETBLUE AIRWAYS CORP

Effective: 2026-08-24
Filed: August 27, 2026, 4:46 PM ET

each of Jesse Lynn and Steven D. Miller’s irrevocable resignation is effective as of August 24, 2026.

Appointed

Sean Menke

Director

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-09-12
Filed: September 16, 2024, 7:59 PM ET

On September 12, 2024, the Board appointed Mr. Sean Menke to the Board.

Departed

B. Ben Baldanza

Director

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-09-12
Filed: September 16, 2024, 7:59 PM ET

On September 10, 2024, B. Ben Baldanza, a member of the Board of Directors (the “Board”) of JetBlue Airways Corporation (the “Company”) notified the Company that he decided to resign from the Board and, therefore, would not seek re-election to the Board at the Company’s 2025 Annual Meeting of Stockholders scheduled for May 2025.

Departed

Brandon Nelson

General Counsel and Corporate Secretary

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-08-05
Successor: Eileen McCarthy
Filed: July 23, 2024, 7:59 PM ET

Brandon Nelson, who joined JetBlue in 2005 and has served as the Company's General Counsel and Corporate Secretary since 2018, will depart from these positions with the Company, effective August 5, 2024

Appointed

Eileen McCarthy

General Counsel and Corporate Secretary

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-08-05
Filed: July 23, 2024, 7:59 PM ET

Mr. Nelson will be succeeded by Eileen McCarthy, who previously spent 14 years in various positions at JetBlue, most recently as Vice President, Associate General Counsel from 2015 to 2021.

Appointed

Steven Miller

Director

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-05-17
Filed: May 23, 2024, 7:59 PM ET

On May 17, 2024, the Board increased the number of members of the Board to thirteen and appointed Mr. Jesse Lynn and Mr. Steven Miller to fill the newly created vacancies, effective immediately

Departed

Robin Hayes

Strategic Advisor

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-06-02
Filed: May 23, 2024, 7:59 PM ET

On May 17, 2024, Mr. Hayes notified the Company of his intent to terminate the Transition Agreement on June 2, 2024.

Appointed

Jesse Lynn

Director

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-05-17
Filed: May 23, 2024, 7:59 PM ET

On May 17, 2024, the Board increased the number of members of the Board to thirteen and appointed Mr. Jesse Lynn and Mr. Steven Miller to fill the newly created vacancies, effective immediately

Appointed

Martin St. George

President

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-02-26
Filed: February 7, 2024, 6:59 PM ET

On February 7, 2024, JetBlue Airways Corporation (“JetBlue” or the “Company”) announced the appointment of Martin St. George as President of the Company, effective February 26, 2024.

Appointed

Warren Christie

Chief Operating Officer

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-02-12
Filed: January 29, 2024, 6:59 PM ET

On January 29, 2024, JetBlue Airways Corporation (“JetBlue” or the “Company”) announced the appointment of Warren Christie as Chief Operating Officer of the Company, effective February 12, 2024.

Role change

Joanna Geraghty

Chief Executive Officer

JBLU · JETBLUE AIRWAYS CORP

Effective: 2024-02-12
Filed: January 8, 2024, 6:59 PM ET

the Board of Directors of the Company (the “Board”) unanimously approved the appointment of Joanna Geraghty, the Company’s President and Chief Operating Officer, as Chief Executive Officer, effective as of the Transition Date.

Earnings & guidance

2026-Q2 EPS reported -$1.51 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

11 positive 8 negative 31 neutral

source · JBLU on sec.gov