Aviation Intelligence Weekly

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Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies including American Airlines, Delta, United, Southwest, Alaska Airlines, JetBlue, Frontier, Allegiant, Sun Country, Boeing, and AerCap. Includes flash earnings episodes when quarterly and annual reports are filed.

  1. 1日前

    Aviation Intelligence Weekly — Week of 2026-08-30 to 2026-09-06

    Defense just got repriced. Lockheed Martin down nearly seven percent for the week, Northrop down almost six, Kratos off eight — and that's not noise, that's the sector telling you something about where the risk appetite has shifted. And at the same time, Boeing is up on the week, commercial aerospace is holding in better than you'd expect, and Frontier — of all companies — is the top gainer. This week had some real cross-currents. We're going to dig into all of it. Defense budget anxiety hitting

  2. 8月31日

    Aviation Intelligence Weekly — Week of 2026-08-23 to 2026-08-30

    Jet fuel at eight dollars and thirty cents a gallon. Global airline profits cut in half. Spirit Airlines gone for good. And the Middle East airspace crisis is now reshaping long-haul route maps in ways that look less temporary by the week. This is a sector that is being stress-tested on multiple fronts simultaneously, and the stocks are starting to reflect just how uneven the damage is. This week we're digging into what the filings are telling us about balance sheet resilience, why the defense s

  3. 8月27日

    HEICO 2026-Q3 Earnings Analysis

    A flash analysis of HEICO's 10-Q filing for 2026-Q3. Our hosts break down what investors should look for in this quarterly report.

  4. 8月25日

    Allegiant Travel Company 2026-Q2 Earnings Analysis

    A flash analysis of Allegiant Travel Company's 10-Q filing for 2026-Q2. Our hosts break down what investors should look for in this quarterly report.

  5. 8月23日

    Aviation Intelligence Weekly — Week of 2026-08-16 to 2026-08-23

    Jet-A fuel at eight dollars and thirty-one cents a gallon, airline profits cut in half, and the Strait of Hormuz still closed — that's the world aviation investors woke up to this week, and the stocks said everything about it. We're talking broad-based selling across nearly every sub-sector. Airlines, defense primes, engine makers, aerostructures — almost nothing was spared. The week's narrative was a sector-wide repricing of the cost and geopolitical risk that the Hormuz closure has now baked p

  6. 8月23日

    FedEx: A Company History

    A deep-dive documentary exploring the history of FedEx. From its founding to today, discover the key moments that shaped this aviation industry giant.

  7. 8月23日

    Joby Aviation: A Company History

    A deep-dive documentary exploring the history of Joby Aviation. From its founding to today, discover the key moments that shaped this aviation industry giant.

  8. 8月23日

    Lockheed Martin: A Company History

    A deep-dive documentary exploring the history of Lockheed Martin. From its founding to today, discover the key moments that shaped this aviation industry giant.

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關於

Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies including American Airlines, Delta, United, Southwest, Alaska Airlines, JetBlue, Frontier, Allegiant, Sun Country, Boeing, and AerCap. Includes flash earnings episodes when quarterly and annual reports are filed.

資料

  • 創作者
    JetExpat
  • 活躍年份
    2026年
  • 單集
    82
  • 分級
    兒童適宜
  • 版權
    © Copyright 2026 JetExpat LLC
  • 節目網站
    Aviation Intelligence Weekly

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