Aviation Intelligence Weekly

JetExpat
  • 5.0 (1)
  • Investing
  • Updated Weekly

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. 15h ago

    Kratos Defense & Security 2026-Q2 Earnings Analysis

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

  2. 2d ago

    Aviation Intelligence Weekly — Week of 2026-07-26 to 2026-08-02

    The Strait of Hormuz is still broken, and this week the aviation sector handed us the invoice. Jet fuel at a hundred and fifty-two dollars a barrel average for the year, airspace banned across most of the Middle East, and the earnings season splitting the industry right down the middle between carriers who can absorb this and carriers who cannot. We're going to get into the bifurcation story — airlines, manufacturers, defense. And there's a defense earnings signal this week that's worth unpackin

  3. 5d ago

    L3Harris Technologies 2026-Q2 Earnings Analysis

    A flash analysis of L3Harris Technologies's 10-Q filing for 2026-Q2. Our hosts break down what investors should look for in this quarterly report.

  4. 6d ago

    Hexcel 2026-Q2 Earnings Analysis

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

  5. 6d ago

    General Dynamics 2026-Q2 Earnings Analysis

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

  6. 6d ago

    Frontier Airlines 2026-Q2 Earnings Analysis

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

  7. Jul 29

    Boeing 2026-Q2 Earnings Analysis

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

  8. Jul 26

    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

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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.

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