捷蓝航空 2025年度报告

FORM 10-K ☒ANNUAL REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the fiscal year ended December 31, 2025 ☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from to.Commission file number 000-49728 JETBLUE AIRWAYS CORPORATION (Exact name of registrant as specified in its charter) Delaware Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes☒No☐ Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filingrequirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit suchfiles). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of "large accelerated filer," "accelerated filer", "smaller reporting company," and "emerging growthcompany" in Rule12b-2 of the Exchange Act. ☑Accelerated filer☐Smaller reporting companyEmerging growth company Large accelerated filerNon-accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant has filed a report on and attestation to its management's assessment of the effectiveness of its internalcontrol over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered public accounting firm that preparedor issued its audit report.☒ If securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant included inthe filing reflect the correction of an error to previously issued financial statements.☐ Indicate by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensationreceived by any of the registrant's executive officers during the relevant recovery period pursuant to §240.10D-1(b).☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). Yes☐No☒ The aggregate market value of the registrant's common stock held by non-affiliates of the registrant as of June30, 2025 was approximately $1.5billion (based on the last reported sale price on the NASDAQ Global Select Market on that date). The number of shares outstanding of the registrant'scommon stock as of January31, 2026 was 370,119,668 shares. DOCUMENTS INCORPORATED BY REFERENCE Designated portions of the Registrant's Proxy Statement for its 2026 Annual Meeting of Stockholders, which is to be filed within 120 days after theend of the fiscal year ended December31, 2025, are incorporated by reference into Part III of this Annual Report on Form 10-K, or the Report, to the extentdescribed therein. Table of Contents Forward-Looking InformationRisk Factor SummaryPART I.Item 1.BusinessOverviewJetBlue ExperienceOperations and Cost StructureHuman Capital ManagementRegulationWhere You Can Find Other InformationItem1A.Risk FactorsRisks Related to JetBlueRisks Associated with the Airline IndustryItem1B.Unresolved Staff CommentsItem 1C.CybersecurityItem 2.PropertiesItem 3.Legal ProceedingsItem 4.Mine Safety DisclosuresPART II.Item 5.Market for Registrant's Common Equity; Related Stockholder Matters and Issuer Purchases of EquitySecuritiesItem 6.ReservedItem 7.Management's Discussion and Analysis of Financial Condition and Results of OperationsOverviewResults of OperationsLiquidity and Capital ResourcesContractual ObligationsOff-Balance Sheet ArrangementsCritical Accounting Policies and EstimatesRegulation G Reconciliation of Non-GAAP Financial MeasuresItem 7A.Quantitative and Qualitative Disclosures About Market RiskItem 8.Financial Statements and Supplementary DataReports of Independent Registered Public Accounting FirmConsolidated Balance SheetsConsolidated Statements of OperationsConsolidated Statements of Comprehensive LossConsolidated Statements of Cash FlowsConsolidated Statements of Stockholders' EquityNotes to Consolidated Financial StatementsItem 9.Changes in and Disagreements with Accountants on Accounting and Financial DisclosureItem 9A.Con