JetBlue Airways (JBLU) reported third-quarter 2026 operating revenue of $2.812 billion, up 21.1% from a year earlier, while its net loss widened to $257 million from $143 million. Basic and diluted loss per share were both $0.68, compared with $0.39 a year earlier.
The airline said operating revenue per available seat mile rose 18.4% year over year, while capacity increased 2.3%. JetBlue ended the quarter with $2.2 billion of liquidity, including a $600 million undrawn credit facility.
- Third-quarter operating expenses increased 22.1% to $2.956 billion.
- Average fuel cost rose 57.4% year over year to $3.91 per gallon.
- Fourth-quarter RASM is projected to rise 18% to 22% year over year.
- JetBlue expects fourth-quarter capacity growth of 3% to 4%.
- Capital expenditures totaled $189 million in the third quarter.
$JBLU Insider Trading Activity
$JBLU insiders have traded $JBLU stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $JBLU stock by insiders over the last 6 months:
- URSULA L HURLEY (Chief Financial Officer) has made 0 purchases and 2 sales selling 77,253 shares for an estimated $444,949.
- VIVEK SHARMA has made 0 purchases and 3 sales selling 32,000 shares for an estimated $173,072.
- THOMAS WINKELMANN has made 0 purchases and 2 sales selling 35,473 shares for an estimated $166,856.
- DAWN SOUTHERTON (Principal Accounting Officer) sold 18,193 shares for an estimated $90,965
- CAROL ANN CLEMENTS (Chief Digital & Tech Officer) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $20,080.
- WARREN CHRISTIE (Chief Operating Officer) sold 2,680 shares for an estimated $12,462
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$JBLU Hedge Fund Activity
We have seen 203 institutional investors add shares of $JBLU stock to their portfolio, and 159 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ICAHN CARL C removed 12,963,556 shares (-38.6%) from their portfolio in Q2 2026, for an estimated $74,281,175
- AMERIPRISE FINANCIAL INC added 11,430,370 shares (+1084.0%) to their portfolio in Q2 2026, for an estimated $65,496,020
- BLACKROCK, INC. added 5,907,845 shares (+13.6%) to their portfolio in Q2 2026, for an estimated $33,851,951
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 5,583,054 shares (+inf%) to their portfolio in Q2 2026, for an estimated $31,990,899
- TWO SIGMA INVESTMENTS, LP added 5,523,503 shares (+46.6%) to their portfolio in Q2 2026, for an estimated $31,649,672
- BANK OF AMERICA CORP /DE/ removed 5,058,615 shares (-59.1%) from their portfolio in Q2 2026, for an estimated $28,985,863
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 4,493,232 shares (-72.9%) from their portfolio in Q2 2026, for an estimated $25,746,219
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
