Every material Form 8-K JetBlue filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
JetBlue reported third-quarter 2026 operating revenue of $2.8 billion, up 21.1% from a year earlier, driven by higher yields. Its net loss widened to $257 million, or $0.68 per share, from $143 million, or $0.39 per share, as fuel costs rose 57.4% per gallon. The company also gave fourth-quarter and full-year 2026 outlook figures and said it expects further operating margin expansion in the fourth quarter.
Q3 2026 operating revenue was $2.8 billion, up 21.1% year-over-year; operating loss was $144 million versus $100 million a year earlier.
Net loss was $257 million ($0.68 per share) compared with $143 million ($0.39 per share) in Q3 2025.
Average fuel cost was $3.91 per gallon, 57.4% higher than a year earlier; Q4 2026 fuel price is estimated at $4.64 per gallon.
JetBlue expects 1 to 2 points of year-over-year operating margin expansion in the fourth quarter and reported $2.2 billion of liquidity at September 30, 2026.
JetBlue disclosed that directors Jesse Lynn and Steven D. Miller resigned from its board, effective August 24, 2026, after the Icahn Group's ownership fell below the level that entitled it to two board seats under a 2024 agreement. The filing says the resignations were not due to any disagreement with the company's operations, policies or practices.
Resignations effective August 24, 2026, following notice from the Icahn Group on August 21, 2026
Jesse Lynn also left the audit, governance and nominating, and finance committees
Steven D. Miller also left the audit and finance committees
Resignations were tied to the Director Appointment and Nomination Agreement dated February 16, 2024
JetBlue reported a second-quarter 2026 net loss of $247 million, or $0.66 per share, up from a $74 million loss, or $0.21 per share, a year earlier. Operating revenue rose 14.5% to $2.7 billion, but aircraft fuel costs rose 80.7%, and the company posted an operating loss of $141 million. The company also re-established its full-year 2026 outlook and introduced a 2028 earnings target of at least $1.00 per share.
Q2 2026 net loss of $247 million, or $0.66 per share, compared with a net loss of $74 million, or $0.21 per share, in Q2 2025.
Operating revenue of $2.7 billion, up 14.5% year-over-year; operating loss of $141 million compared with operating income of $6 million a year earlier.
Aircraft fuel expense rose 80.7% to $911 million; average fuel price was $4.23 per gallon, up $1.83 year-over-year.
Introduced a 2028 EPS target of at least $1.00 per share, assuming continued demand strength and an average $3.00 per gallon jet fuel price in 2028.
JetBlue reported a first-quarter 2026 net loss of $319 million, or $0.86 per share, compared with $208 million, or $0.59 per share, a year earlier, on operating revenue of $2.2 billion, up 4.7%. Total operating expenses rose 6.5%, with aircraft fuel up 12.1%, and the company said it is reducing capacity and expects fuel of $4.13 to $4.28 per gallon in the second quarter, which keeps pressure on shareholders' near-term profitability.
Operating revenue of $2.2 billion rose 4.7% year-over-year, and revenue per available seat mile rose 6.5%.
Net loss was $319 million, or $0.86 per share, versus a net loss of $208 million, or $0.59 per share, in the first quarter of 2025.
Average fuel price was $2.96 per gallon in the first quarter, up 15.2%; the second-quarter fuel price outlook is $4.13 to $4.28 per gallon.
Second-quarter outlook calls for revenue per available seat mile up 7.0% to 11.0% and cost per available seat mile excluding fuel up 3.0% to 5.0%; liquidity was $2.4 billion at March 31, 2026.
JetBlue reported fourth-quarter 2025 operating revenue of $2.2 billion, down 1.5% year over year, and a net loss of $177 million, compared with $44 million a year earlier. For full-year 2025, revenue fell 2.3% to $9.1 billion and the net loss narrowed to $602 million from $795 million. The company also outlined 2026 targets, including adjusted operating margin of breakeven or better, which shareholders will be watching against future results.
Q4 2025 net loss was $177 million, or $0.48 per share, versus $44 million, or $0.13 per share, in Q4 2024.
Full-year 2025 net loss was $602 million, or $1.66 per share, versus $795 million, or $2.30 per share, in 2024.
Estimated full-year 2026 guidance includes RASM up 2.0% to 5.0% year over year and adjusted operating margin of breakeven or better.
Estimated full-year 2026 interest expense is about $580 million and capital expenditures about $900 million.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every JetBlue filing is on SEC EDGAR ↗. 8-K briefs of other companies →