Filing excerpt
Notably, routes previously operated by Spirit have demonstrated outperformance following Spirit's shutdown.
sec.gov/Archives/edgar/data/1158463/000115846326000068/jblu-20260601.htmRead the full source
JetBlue8-K: Competitor named
JetBlue reports outperformance on routes previously operated by competitor Spirit following its shutdown.
What happened
JetBlue is actively capturing market share from the defunct Spirit Airlines, leading to stronger than expected revenue guidance (RASM up to 9-12% YoY).
Source
Other signals in this filing (3)
- Margin pressureJetBlue faces margin pressure from rising fuel costs, with Q2 prices up to $4.36/gallon.Margin pressure
- Capacity constraintJetBlue sees outperformance on routes previously operated by competitor Spirit Airlines.Capacity constraint
- Inflation impactJetBlue faces rising fuel costs, with Q2 price guidance increased to $4.26-$4.36 per gallon.Inflation impact
Extracted by Autobound
From the Signal API record- Signal
- 8-K: Competitor named
What this signalsFilings often name leadership changes, deals and spending plans.
- Form
- 8-K
- Fiscal year end
- 06/01
- Filed
- Jun 1, 2026
More from JetBlue
- InvestmentHow JetBlue Secured Fortress-Hub-Level Private Capital For A $1 Billion Boston Logan RebuildInvestment
- 8-KJetBlue's Q3 cost guidance nearly doubles due to severe operational disruptions in the Northeast.8-K
- PartnershipJetBlue Unveils BlueFirst Domestic First Class ExperiencePartnership
- LaunchJetBlue Unveils New Domestic First Class Seats as It Hopes to End Losing StreakLaunch
- New locationJetBlue opens new Boston BlueHouse loungeNew location
- Website changesJetBlue Vacations introduced a $100 statement credit with a JetBlue Plus Card for packages of $100 or more.Website changes
More 8-K signals at other companies
- SEC 8-K4D Molecular Therapeutics, Inc.4D Molecular Therapeutics initiates Phase 3 trial directly challenging competitor drug aflibercept.SEC 8-K
- SEC 8-KAdeia Inc.Adeia Inc. appoints new CEO Dipti Vachani, effective October 12, 2026, replacing outgoing CEO Paul E. Davis.SEC 8-K
- SEC 8-KAdicet Bio, Inc.Adicet Bio launching pivotal clinical trial in Q4 2026 after positive Phase 1 data for Prula-cel.SEC 8-K
The full record
From the Signal API recordNumbers
- Dollar figure
- $225M (Updated Q2 Capital Expenditures guidance)
- Percent
- 12% (Updated RASM Year-Over-Year growth guidance (high-end))
Details
- CIK
- 1158463
- Accession number
- 0001158463-26-000068
- Timeframe
- Current quarter
- Filing year
- 2026
- Why it matters
- Competitive intelligence
- Signal category
- Market
Topics and mentions
Competitors
- Spirit
Extraction
- Confidence
- High
- Relevance
- 90%
- Sentiment
- Positive
- Detected
- Jun 2, 2026
- signal_type
sec-8k- signal_subtype
competitorNamed
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linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
Signal
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GET /v1/signals/a81abb22-c322-433c-a8cc-19b6fc79b488 returns this record as JSON. POST /v1/companies/enrich returns every signal for jetblue.com.
{
"signal_id": "a81abb22-c322-433c-a8cc-19b6fc79b488",
"signal_type": "sec-8k",
"signal_subtype": "competitorNamed",
"detected_at": "2026-06-02T08:18:23.097+00:00",
"company": {
"name": "JetBlue",
"domain": "jetblue.com"
},
"data": {
"detail": "JetBlue is actively capturing market share from the defunct Spirit Airlines, leading to stronger than expected revenue guidance (RASM up to 9-12% YoY). This creates an immediate need to manage new route profitability, integrate new customer segments, and optimize operations to retain these gains against other competitors.",
"metrics": {
"pct": 0.12,
"timeframe": "current_quarter",
"pct_context": "Updated RASM Year-Over-Year growth guidance (high-end)",
"dollar_context": "Updated Q2 Capital Expenditures guidance",
"dollar_millions": 225
},
"summary": "JetBlue reports outperformance on routes previously operated by competitor Spirit following its shutdown.",
"excerpts": "Notably, routes previously operated by Spirit have demonstrated outperformance following Spirit's shutdown.",
"relevance": 0.9,
"sentiment": "positive",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1158463/000115846326000068/jblu-20260601.htm",
"filing_date": "2026-06-01",
"filing_year": 2026,
"fiscal_year_end": "06/01",
"sales_relevance": "Competitive intelligence",
"signal_category": "market",
"competitors_mentioned": [
"Spirit"
]
}
}
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