JetBlue raises Q3 2026 RASM outlook to 17%-20% growth vs prior 12.5%-16.5%

• JetBlue lifted its third-quarter outlook, projecting RASM up 17%–20% year over year on strong travel demand into September.
• Capacity forecast cut to ASMs up 1.5%–3.5% from 3%–6% previously, reflecting disruption tied to Northeast constraints.
• Cost outlook worsened as CASM ex-fuel is now seen up 6%–8%, driven by July–August weather events.
• Fuel price assumption raised to USD 3.96 per gallon from USD 3.49, increasing expected fuel expense.
• Capital expenditures trimmed to about USD 275 million from about USD 300 million.

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