Aviation Intelligence Weekly

A European flag carrier is working through Chapter 11 in New York, cargo operators posted their worst week in months, and jet fuel benchmarks are running better than seven percent higher week on week — and somehow the major airlines were the best performers in the sector. That tension is exactly what we're unpacking today. We've got defense contracts, a regulatory green light in the eVTOL space, a...

An airBaltic bankruptcy and jet fuel at eight forty-nine a gallon. The Iran war is now writing airline income statements, and this week the math got brutal. And it's not just the carriers feeling it. Defense names are catching a bid, cargo operators are under pressure, and the MRO space had one of the ugliest single-name weeks we've seen in months. We've got a lot to get into. We'll break down wha...

Jet fuel at a hundred and seventy-one dollars a barrel — highest of 2026, up fifty-seven percent year-over-year — and that number is sitting on top of every airline balance sheet, every fleet plan, and every route map heading into winter. That's what this week was about. And it's not just a fuel story. We had eight Indonesian airports shut down by volcanic ash, more than a thousand UK flights canc...

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...

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...

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.

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 w...

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.

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 Joby Aviation. From its founding to today, discover the key moments that shaped this aviation industry giant.

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 signifi...

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...

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 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 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 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 General Electric'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 Boeing'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 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.