Aviation Intelligence Weekly

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

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

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.

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.

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.

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

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.

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

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

Jet fuel just hit eight dollars and thirty-one cents a gallon, up nearly two dollars from this time last year, and the industry's profit forecast just got cut in half. That's the week in one sentence. And the market is not treating every airline the same — not even close. We've got carriers raising guidance while others are pulling it entirely, and the eVTOL space just made one of the most significant structural moves we've seen in years. A lot to unpack. We'll get to the price action, the filin

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

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

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

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

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

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

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

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

The FAA certified the Boeing 737 MAX 7 this week — and the stock jumped nearly eight percent in a single session on August third. That's the biggest single-day move Boeing has posted in months, and it signals something larger than one certificate. It really does. Because if you zoom out, this isn't just a Boeing story. It's the opening act of what could be a meaningful inflection across the entire manufacturing supply chain — and I want to get into what that means for positioning. We'll do that.

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

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.

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

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.

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.

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.

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.

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.

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

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.

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.

A flash analysis of FedEx's 10-K filing for FY2026. Our hosts break down what investors should look for in this quarterly report.

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.

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.

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

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

Defense stocks just put up their best week of the year, and the question isn't whether the rally was real — it's whether the aviation sector as a whole is repricing around a new operating reality driven by the Strait of Hormuz crisis. We've got a Honeywell spinoff that started trading, an Allegiant guidance flip that turned a fifty-cent loss into a dollar-twenty-five profit, and defense primes up eight to eighteen percent in a single week. There's a lot to unpack here. And we're going to connect

Fourteen percent. That's what United Airlines put up this week, leading the entire aviation sector — and it didn't happen in a vacuum. No, it didn't. The major carriers are having a moment, and we need to talk about why, because the macro backdrop has never been more complicated. IATA cut the global airline profit forecast in half. Fuel is the story of 2026. And yet the stocks are screaming higher. So today we're going to walk through what's actually driving that divergence, what the FedEx filin

Honeywell just announced the biggest aerospace spin-off in a decade, and the stock's down nearly ten percent. That tells you everything about how this market views corporate restructuring right now. Yeah, and it's not just Honeywell. We've got FedEx spinning off their freight business, Spirit collapsing entirely, and fuel prices that have basically doubled since February. The whole sector's getting reshuffled. Which brings us to our main story this week — how balance sheet strength is increasing

Spirit Airlines' liquidation just triggered the biggest capacity exit in U.S. aviation since 9/11, while American Airlines raised nearly two billion in seven-year capital — and the market is repricing who survives versus who doesn't. Right, and it's not just Spirit. We're seeing a global wave of bankruptcies hitting the smaller carriers while the majors are actually rallying. United up fifteen percent, Alaska up eleven, Delta up eight. This week's narrative was a structural bifurcation in aviati

American Airlines up twelve percent this week — that's not a dead cat bounce anymore. No, that's a sector rotation. When American leads the charge and you've got Delta, United, Southwest all moving in lockstep, something fundamental shifted. This week's narrative was the market pricing in margin expansion as fuel costs finally stabilized while demand held firm. We're seeing the first real evidence that airlines can defend pricing power even as operational pressures ease.

Allegiant just completed its acquisition of Sun Country for four-ten a share, FedEx spun off its freight division, and crude oil is still trading north of a hundred and six dollars a barrel. I'm Sarah. And I'm Mike. This week showed us what aviation looks like when capacity gets pulled out of the system while costs stay elevated. We've got insider buying across multiple names, defense contractors beating expectations, and a travel demand picture that's frankly underwhelming. We'll dig into that

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

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

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

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

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

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

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

Airlines don't usually fail because people stop flying. That's the strange thing about this industry. The planes can be full, the brand can be familiar, the routes can still have demand, and the company can still run out of road. That's what makes airline failures so confusing from the outside. People see passengers in the terminal and assume the business must be working. But in aviation, activity and profitability are not the same thing. Today on Aviation Intelligence Weekly, this is a one-time

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.

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.

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.

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.

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.

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."

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.

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

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.

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

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

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

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

FedEx just announced a $5.2 billion acquisition this week, airlines are seeing their best insider buying activity in months, and fuel costs are spiking again. And somehow JetBlue rallied 22% while defense stocks are getting hammered. That's not the pattern you'd expect. We've got a lot to unpack from this week's filings — major M&A, insider activity clustering around travel names, and some interesting signals about where management teams see value right now.

This week in aviation was all about insider confidence colliding with external chaos — and the market rewarded the confidence while pricing in the chaos. We've got a billion-dollar Howmet contract, insider buying across four different names, and VSE Corporation absolutely ripping higher by fourteen percent. But we're also dealing with ongoing Middle East tensions that have airlines rerouting flights and burning more fuel. The question investors are asking is whether this insider activity is oppo

Boeing up six and a half percent this week while the Gulf airports are still assessing damage from Iranian strikes — that's not the headline I expected to write. Right, and it's not just Boeing. Defense names across the board are catching a bid while the airlines are getting hammered by fuel costs. We've got insider activity clustering around some interesting names this week, plus TSA numbers that actually look decent despite everything happening in the Middle East.

Airlines got hammered this week as Middle East tensions spiked fuel costs and closed major Gulf hubs. Southwest down over seven percent, United nearly six. When you see that kind of coordinated selling across the majors— —it's not stock-picking, it's sector repricing. And we've got a pile of filings from AAL, FDX, and the lessors that tell us how management teams are thinking about this new reality.

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 15th through March 22nd, 2026, and we saw some significant movements across aviation stocks with a clear divergence between winners and losers. Absolutely, Mike. We had Delta Air Lines leading the charge with a nearly 7 percent gain while Boeing took a substantial hit, dropping over 7 percent. We also saw a cluster of filings this week that gives us some insight into where these compa

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 8th through March 15th, 2026, and frankly, it was a brutal week for most aviation stocks. That's putting it mildly, Mike. When your top gainer for the week is up just 0.25 percent, you know it's been rough out there. But before we dive into the carnage, what's your overall take on what we witnessed this week?

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from February 22nd through March 1st, 2026, and while the stock movements were relatively muted, the underlying fundamentals showed some interesting developments. That's right, Mike. We had a fairly quiet week in terms of market volatility, but sometimes those periods can be the most telling. We saw several major SEC filings come through, including Allegiant's 10-K and multiple Form 4s from the

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from February 15th through February 22nd, 2026, and we saw some interesting divergence across the aviation sector. We really did, Mike. Let me set the stage here - we had JetBlue Airways leading the pack with a 3.68 percent gain, while Alaska Airlines took a significant hit, dropping 7.49 percent. What's your initial take on this week's trading action?

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

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

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

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

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

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

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from February 8th through February 15th, 2026, and it was a challenging week for most aviation stocks with one notable exception. That's right, Mike. We saw broad-based selling pressure across the airline sector, with nine of our eleven tracked stocks declining. But AerCap stood out as the clear winner, surging over seven percent while most airlines faced headwinds.

Welcome to a special documentary episode of Aviation Intelligence Weekly. I'm Sarah, and today we're diving deep into the history of one of the world's most iconic aerospace companies, Boeing. Thanks, Sarah. I'm Mike, and I've been covering Boeing for over fifteen years. This is truly a fascinating story that spans more than a century of aviation history, from wooden biplanes to space exploration. Today, Boeing is a $77 billion aerospace giant employing over 170,000 people worldwide. They're one

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from February 1st through February 8th, 2026, and what a week it was for aviation stocks. Absolutely incredible, Mike. We saw some massive moves across the board. Frontier Airlines absolutely soared with a 39.32 percent gain, while most of the sector was riding high. Only AerCap really struggled, down about 2 percent.

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from January 25th through February 1st, 2026, and what a volatile week it was for aviation stocks. Absolutely, Mike. We saw some dramatic swings across the sector. Southwest Airlines was our standout performer with a massive 13.49 percent gain, while on the flip side, Frontier Airlines took a serious hit, dropping over 10 percent. Before we dive into the specifics, what's your overall read on th

Welcome to a special documentary episode of Aviation Intelligence Weekly. I'm Sarah, and today we're diving deep into the history of American Airlines, one of the giants of commercial aviation. Thanks, Sarah. I'm Mike, and I've been covering American Airlines for over a decade. This is a fascinating story that spans nearly a century of aviation history, from mail routes to modern transcontinental operations. Today, American Airlines is the world's largest airline by fleet size and revenue passen

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