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. -7 H

    Sun Country Airlines 2026-Q1 Earnings Analysis

    A flash analysis of Sun Country Airlines's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

    13 min

  2. -1 J

    American Airlines 2026-Q1 Earnings Analysis

    A flash analysis of American Airlines's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

    12 min

  3. -1 J

    Southwest Airlines 2026-Q1 Earnings Analysis

    A flash analysis of Southwest Airlines's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

    14 min

  4. -1 J

    General Dynamics 2026-Q1 Earnings Analysis

    A flash analysis of General Dynamics's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

    12 min

  5. -1 J

    JetBlue Airways 2026-Q1 Earnings Analysis

    A flash analysis of JetBlue Airways's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

    11 min

  6. -5 J

    Aviation Intelligence Weekly — Week of 2026-04-19 to 2026-04-26

    This was the week defense contractors learned that geopolitical tailwinds can't rescue fundamentally stretched valuations. Twenty percent drops across the board. Lockheed, Northrop, Raytheon — all getting hammered despite what should be the perfect operating environment. And that's exactly what makes this fascinating. On paper, you've got the Iran conflict, massive defense spending authorizations, and Pentagon procurement cycles accelerating. But the market said "not at these prices."

    22 min

  7. 22 AVR.

    United Airlines 2026-Q1 Earnings Analysis

    A flash analysis of United Airlines's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

    10 min

  8. 22 AVR.

    Boeing 2026-Q1 Earnings Analysis

    A flash analysis of Boeing's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

    13 min
Tout afficher (33)

À propos

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.

Informations

  • Création
    Aviation Intelligence Weekly
  • Années d’activité
    2 k
  • Épisodes
    33
  • Classification
    Tous publics
  • Copyright
    © Copyright 2026 Aviation Intelligence Weekly
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