Current Report · Items 2.02, 7.01, 9.01 · 8-K

JetBlue Airways Corporation

JBLUNASDAQEQUITYCurrent

Results of Operations and Financial Condition · Regulation FD Disclosure

Filed Jan 27, 2026Accepted Jan 27, 2026, 6:30 AM ESTCIK 1158463Accession 0001158463-26-000004

Company context

JetBlue is New York's Hometown Airline®, and a leading carrier in Boston, Fort Lauderdale-Hollywood, Los Angeles, Orlando and San Juan. JetBlue, known for its low fares and great service, carries customers to more than 100 destinations throughout the United States, Latin America, the Caribbean, Canada and Europe. For more information and the best fares, visit jetblue.com.

Current securities

JBLUNASDAQ · EQUITY · Current

Recent company filings

Disclosure sections

Items 2.02, 7.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations

Item 2.02 Results of Operations and Financial Condition. On January 27, 2026 we issued a press release announcing our financial results for the fourth quarter ended December 31, 2025. A copy of the press release is attached to this report as Exhibit 99.1 and is incorporated herein by reference. The information included under Item 2.02 of this report (including the exhibits) is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933.

Item 7.01Item 7.01 - Regulation FD Disclosure

Item 7.01 Regulation FD Disclosure. On January 27, 2026 we provided an update for investors presenting information relating to our financial outlook for the first quarter ending March 31, 2026 and full year 2026, and other information regarding our business. The update and materials to be used in conjunction with the presentation are furnished herewith as Exhibit 99.2 and Exhibit 99.3 and are incorporated herein by reference. The information included under Item 7.01 of this report (including the exhibits) is being furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, nor shall such information be deemed incorporated by reference in any filing under the Securities Act of 1933.

Filed exhibits (2)

EX-99.1 (by filename) ex991-earningsreleaseq42025.htm

EX-99.1 2 ex991-earningsreleaseq42025.htm EX-99.1 Document Ex 99.1 - Earnings Release JETBLUE ANNOUNCES FOURTH QUARTER 2025 RESULTS Progress on JetForward Delivered $305M of Incremental EBIT (1) in 2025 Operational Reliability and Customer Satisfaction Improved for Second Consecutive Year Positioned for Significant Margin Improvement in 2026 NEW YORK (January 27, 2026) - JetBlue Airways Corporation (NASDAQ: JBLU) today reported its financial results for the fourth quarter of 2025. "2025 marked a meaningful step forward for JetBlue," said Joanna Geraghty, JetBlue’s chief executive officer. "In the first full year of JetForward, we made measurable progress improving reliability, strengthening customer satisfaction, and advancing our strategic priorities, even amid a challenging operating environment. While macroeconomic uncertainty impeded our return to profitability in 2025, we have proof points JetForward is working and positioning us for improved financial performance in 2026. I want to thank our 23,000 crewmembers, your commitment to caring for our customers and each other, despite many unexpected challenges we faced throughout the year, is truly inspiring." "We saw s…

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EX-99.2 (by filename) ex992-investorupdateq42025.htm

EX-99.2 3 ex992-investorupdateq42025.htm EX-99.2 Document Ex 99.2 - Investor Update Investor Update: January 27, 2026 This update provides JetBlue’s investor guidance for the first quarter ending March 31, 2026 and full year 2026. First Quarter and Full Year 2026 Outlook Estimated 1Q 2026 Estimated FY 2026 ──────────────────────────────────────────────────────────────────────────────────────────────── Capacity and Revenue Available Seat Miles ("ASMs") Year-Over-Year 0.5% - 3.5% 2.5% - 4.5% RASM Year-Over-Year 0.0% - 4.0% 2.0% - 5.0% Expense CASM Ex-Fuel (1) Year-Over-Year 3.5% - 5.5% 1.0% - 3.0% Fuel Price per Gallon (2), (3) $2.27 - $2.42 $2.17 - $2.37 Adjusted Operating Margin (1) - Breakeven or better Interest Expense - ~$580 million Capital Expenditures (4) ~$200 million ~$900 million (1) Non-GAAP financial measure; refer to Note A for further details on non-GAAP forward looking information. (2)…