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Azul Exits Chapter 11 With Overhauled Balance Sheet and Fresh Capital

The carrier completes its U.S.-court plan in under nine months, entering the next phase with lower obligations and stronger liquidity.

Overview

  • Azul’s court-approved plan became effective on February 25, 2026, following U.S. confirmation on December 19, 2025.
  • New equity totals $850 million, including $100 million from United Airlines, with an additional $100 million from American Airlines pending antitrust approval.
  • The company issued $1.375 billion in exit notes and reduced loans, financing debt and lease liabilities by about $2.5 billion.
  • Pro-forma net leverage is below 2.5x, and annual interest on loans and financing has been cut by more than 50%.
  • Operations continued without disruption during the process, with roughly 800 daily flights, 85.1% on-time performance, and a record 32 million passengers in 2025.