Aviation Intelligence Weekly

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 2026-07-19 to 2026-07-26

    Defense just had its best week in years, and it happened at the same time airlines are getting crushed by a fuel shock that's cutting industry profits in half. That's the paradox this week, and it tells you everything about where aerospace capital is flowing right now. We've got Farnborough orders, Q2 earnings from the carriers, and a defense rally that was frankly stunning. Let's get into it. This week's narrative was the fracturing of the aerospace sector into two distinct regimes — defense an

  2. 3日前

    Southwest Airlines 2026-Q2 Earnings Analysis

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

  3. 4日前

    American Airlines 2026-Q2 Earnings Analysis

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

  4. 6日前

    FedEx FY2025 Annual Report Analysis

    A flash analysis of FedEx's 10-K filing for FY2025. Our hosts break down what investors should look for in this quarterly report.

  5. 6日前

    General Electric 2026-Q2 Earnings Analysis

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

  6. 6日前

    United Airlines 2026-Q2 Earnings Analysis

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

  7. 7月19日

    Aviation Intelligence Weekly — Week of 2026-07-12 to 2026-07-19

    The fuel shock from the Iran conflict is now sorting winners from losers in real time — and this week, the gap got wider. We've got airline bankruptcies cascading across three continents, Boeing posting its strongest delivery quarter since 2018, and a one-point-two-billion-dollar debt raise that tells you exactly who has access to capital right now. A lot to unpack. This week's narrative was bifurcation accelerating — the fuel crisis that started with the Strait of Hormuz closure is no longer ju

  8. 7月13日

    Aviation Intelligence Weekly — Week of 2026-07-05 to 2026-07-12

    A dozen airlines bankrupt. Fuel costs still double what they were eighteen months ago. And this week, the industry's weakest operators stopped pretending they can survive it. We've got the OEM side finally moving in the right direction — Boeing's fourth MAX production line went live this week — but the commercial carrier landscape is being carved up in real time. We'll get into what that bifurcation means for investors. Plus Delta dropped earnings, FedEx moved nearly two billion dollars of debt

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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
    Aviation Intelligence Weekly
  • 活躍年份
    2026年
  • 單集
    55
  • 分級
    兒童適宜
  • 版權
    © Copyright 2026 Aviation Intelligence Weekly
  • 節目網站
    Aviation Intelligence Weekly

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