JBLU at a glance
JETBLUE AIRWAYS CORP (JBLU, SEC CIK 1158463) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), JETBLUE AIRWAYS CORP (JBLU) reported revenue of $9.1 billion (down 2.3% from FY2024) and a net loss of $602.0 million. Diluted EPS was -$1.66.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding JETBLUE AIRWAYS CORP (JBLU) shares worth $1.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Clements Carol Ann on September 30, 2026 of 2,000 shares at $4.29 per share.
- In the last 90 days, JBLU insiders reported 0 open-market purchases ($0) and 5 open-market sales ($474K) on Form 4, a net sale of $474K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $9.1B
- −2.3% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$474K
- 13F holders
- 34 funds
- $1.3B · +1 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Low-cost airline serving 112 destinations across U.S., Caribbean, Latin America, Canada, and Europe
- New strategic framework "JetForward" launched July 2024 focusing on service reliability, east coast leisure network growth, valued products, and financial security
- Emphasis on differentiating customer experience via award-winning service and competitive fares targeting underserved travelers
- Employee count 23,000 as of December 31, 2025, reflecting scale of operations and workforce stability
- Highlight on industry's vulnerability to fuel costs, economic conditions, and external disruptions impacting competitive dynamics
Risk Factors
- Regulatory risk from DOT on-time performance metric 74.3% in 2025, slightly improved from 74.1% in 2024
- Geopolitical risk from expanded transatlantic routes to Madrid, Edinburgh, Barcelona, Milan exposing JetBlue to Europe market uncertainties
- Operational risk in launching Amazon Leo satellite Wi-Fi in 2027 tied to technology adoption on fleet
- Competitive risk from United Airlines partnership enabling reciprocal loyalty benefits and non-air ancillary sales by end 2026
- Financial risk with $2.5B liquidity including $600M credit line but $461M debt repayment in 2025 indicating high leverage management
Management Discussion & Analysis
- Revenue $9.1B, down $217M (2.3%) YoY due to softening demand
- Operating expenses $9.4B, down 5.3% YoY, adjusted operating expense (ex-fuel/special items) up 4.4% to $7.3B
- Operating margin negative; net loss $602M in 2025 vs $795M loss in 2024, $193M improvement primarily from prior Spirit write-off
- Best segment: East Coast leisure network growth with Fort Lauderdale position regained; no explicit worst segment identified
AI summary of the JBLU 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $2,697M, up $341M YoY from $2,356M
- Adjusted pre-tax margin (10.1%) vs (3.1%) YoY
- Net loss $247M vs $74M YoY
- Adjusted loss per share $0.66 vs $0.16 YoY
Risk Factors
- No material changes to business risk factors from the 2025 Form 10-K
- LaGuardia slot acquisition: $58.5 million bid for 22 slots remains subject to regulatory approval by October 31, 2026
- Pratt & Whitney engine disruptions: credits up to $105 million received in exchange for waiving certain claims
- Chapter 11 transaction exposure: LaGuardia slot transfer depends on conditions from Spirit Aviation Holdings’ bankruptcy sale
AI summary of the JBLU 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Forward-looking outlook covers demand, fuel prices, operating costs, future results, and financial position
- Key downside risks include fuel volatility, aging-fleet maintenance, labor costs, fixed obligations, liquidity, and debt-covenant compliance
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Icahn Group ownership fell below the threshold for two board appointments
- Jesse Lynn and Steven D. Miller departed the board effective August 24, 2026
Item 7.01: Regulation FD Disclosure
- Investor update covers JetBlue’s Q3 ending September 30, 2026 financial outlook
- Full-year 2026 outlook and broader business information furnished in Exhibits 99.2 and 99.3
Item 2.02: Results of Operations and Financial Condition
- Second-quarter fiscal 2026 results for period ended June 30, 2026
- Press release issued July 28, 2026, with detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $2.7B, up 14.5%, with RASM up 10.9% and load factor improving 0.8 points to 82.7%
- Fuel costs surged 80.7% to $911M, driving operating expenses up 20.8% and operating margin down to negative 5.2%
AI summaries of JBLU 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JBLU
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- Alerts as it files. A push when JBLU files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut JBLU, by share count.
- Ask anything. An AI agent that reads every JBLU filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Clements Carol Ann | Sell | Sep 30, 2026 | 2,000 | $4.29 |
| Clements Carol Ann | Sell | Aug 31, 2026 | 2,000 | $4.71 |
| Hurley Ursula L | Sell | Jul 30, 2026 | 2,977 | $6.00 |
| Clements Carol Ann | Sell | Jul 30, 2026 | 2,000 | $5.75 |
| Hurley Ursula L | Sell | Jul 30, 2026 | 74,276 | $5.75 |
| Geraghty Joanna | M | May 29, 2026 | 245,700 | - |
| Geraghty Joanna | F | May 29, 2026 | 135,873 | $5.38 |
| Geraghty Joanna | M | May 29, 2026 | 245,700 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $9.6B | $9.3B | $9.1B |
| Operating Income | -$230.0M | -$684.0M | -$368.0M |
| Net Income | - | -$795.0M | -$602.0M |
| Op. Margin | -2.4% | -7.4% | -4.1% |
| Net Margin | - | -8.6% | -6.6% |
| Balance Sheet | |||
| Total Assets | $13.9B | $16.8B | $16.6B |
| Equity | $3.3B | $2.6B | $2.1B |
| ROE | - | -30.1% | -28.4% |
| Per Share | |||
| EPS | $-0.93 | $-2.30 | $-1.66 |
| Cash Flow | |||
| Operating CF | $400.0M | $144.0M | -$94.0M |
Source: XBRL data in JETBLUE AIRWAYS CORP (JBLU)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JBLU share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $1.28B |
| Q1 2026 | 33 | $864.1M |
| Q4 2025 | 31 | $882.2M |
| Q3 2025 | 32 | $985.2M |
| Q2 2025 | 31 | $795.7M |
| Q1 2025 | 28 | $810.1M |
| Q4 2024 | 23 | $1.06B |
| Q3 2024 | 21 | $516.2M |
- Ameriprise Financial+11.43M (+1084%)
- BlackRock+5.91M (+14%)
- Two Sigma Investments+5.52M (+47%)
- Renaissance Technologies LLC+4.23M (+188%)
- AQR Capital Management+3.47M (+213%)
- Carl Icahn−12.96M (-39%)
- Bank of America Corp−5.06M (-59%)
- Millennium Management−1.58M (-80%)
- JPMorgan Chase & Co−756.8K (-28%)
- PNC Financial Services−437 (-2%)
- Blackstone Group+58.1K
- Citizens Financial Group+11.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 233 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JBLU filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| SC 13G | May 6, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
| 4 | Apr 23, 2026 | - | - | - |
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JBLU SEC filings: frequently asked questions
Are JBLU insiders buying or selling?
In the last 90 days, JETBLUE AIRWAYS CORP (JBLU) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $474,449 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JBLU stock?
As of June 30, 2026, the largest JETBLUE AIRWAYS CORP (JBLU) holders among the 13F filers tracked by SignalX were BlackRock ($283.4 million), Carl Icahn ($118.4 million), Vanguard Portfolio Management LLC ($104.8 million), Two Sigma Investments ($99.5 million), Vanguard Capital Management LLC ($79.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JBLU's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), JETBLUE AIRWAYS CORP (JBLU) reported revenue of $9.1 billion (down 2.3% from FY2024) and a net loss of $602.0 million. Diluted EPS was -$1.66. The figures come from the XBRL data in the 10-K.
What are the main risks in JBLU's latest 10-K?
In the 10-K filed February 12, 2026, JETBLUE AIRWAYS CORP (JBLU) flagged: Regulatory risk from DOT on-time performance metric 74.3% in 2025, slightly improved from 74.1% in 2024. Geopolitical risk from expanded transatlantic routes to Madrid, Edinburgh, Barcelona, Milan exposing JetBlue to Europe market uncertainties. (AI summary of the Risk Factors section.)
What did JBLU report in its latest 8-K?
JETBLUE AIRWAYS CORP (JBLU) filed an 8-K on September 10, 2026 reporting Item 7.01 (Regulation FD Disclosure). Forward-looking outlook covers demand, fuel prices, operating costs, future results, and financial position.
What are the latest JBLU SEC filings?
JETBLUE AIRWAYS CORP (JBLU) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on October 2, 2026.
What is JBLU's SEC CIK number?
JETBLUE AIRWAYS CORP (JBLU)'s SEC Central Index Key (CIK) is 1158463. EDGAR lists every JBLU filing under that number.
Ask anything about JBLU
The research agent reads JBLU's filings, financials, insider trades and 13F holders, then answers with sources.