Appointed
Sean Menke
Director
JBLU ·
JETBLUE AIRWAYS CORP
On September 12, 2024, the Board appointed Mr. Sean Menke to the Board.
Ready 8-Ks
30
Latest filing
June 1, 2026, 7:00 AM ET
Top materiality
0.85
Event mix
earnings ×14 · debt ×6 · other ×4
Sentiment
10 pos · 5 neg · 15 neu
Latest earnings
reported 2026-Q1
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%
- 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.
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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%.
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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).
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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.
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JetBlue enters $500M aircraft-secured debt facility with SKY Leasing
$500M committed debt, secured by up to 22 A320/A220 aircraft owned by JetBlue.
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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.
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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%.
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JetBlue amends bylaws to update proxy access and add exclusive forum provisions
Clarified stockholder nomination procedures, including disclosure requirements and number of nominees.
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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.
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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.
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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.
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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.
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Q2 GAAP net loss $74M (-$0.21); adjusted loss $58M (-$0.16); revenue $2.4B, down 3% YoY.
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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.
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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).
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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%).
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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).
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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.
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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).
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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.
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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.
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Co-issued $2,000M aggregate principal of 9.875% Senior Secured Notes due 2031, secured by TrueBlue loyalty program collateral.
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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.
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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.
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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.
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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.
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Q2 GAAP net income $25M ($0.07 EPS); adjusted net income $26M ($0.08 EPS).
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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.
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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%).
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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.
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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).
Executive changes
Departed
B. Ben Baldanza
Director
JBLU ·
JETBLUE AIRWAYS CORP
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
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
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
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
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
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
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.85 · Median 0.70 · Most common event earnings