Aviation Intelligence Weekly

25 Episodes
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By: Aviation Intelligence Weekly

Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies.

Weekly Aviation Podcast - 2026-03-01
Last Sunday at 1:57 PM

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


Weekly Aviation Podcast - 2026-02-22
02/22/2026

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?


Sun Country Airlines FY2025 Annual Report Analysis
02/18/2026

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.


JetBlue Airways FY2025 Annual Report Analysis
02/18/2026

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.


United Airlines FY2025 Annual Report Analysis
02/18/2026

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.


Delta Air Lines FY2025 Annual Report Analysis
02/18/2026

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.


Alaska Airlines FY2025 Annual Report Analysis
02/18/2026

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.


Weekly Aviation Podcast - 2026-02-15
02/16/2026

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.


Southwest Airlines FY2025 Annual Report Analysis
02/10/2026

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.


Weekly Aviation Podcast - 2026-02-08
02/09/2026

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.


Weekly Aviation Podcast - 2026-02-01
02/03/2026

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


Boeing Annual Report (FY2025) - Earnings Flash
01/30/2026

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


Boeing: A Company History
01/28/2026

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


Weekly Aviation Podcast - 2026-01-25
01/28/2026

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from January 18th through January 25th, 2026, and it was quite a tale of two markets in aviation. It really was, Mike. We saw some dramatic swings this week. JetBlue Airways soared over 6 percent while United Airlines took a significant hit, dropping more than 7 percent. What's your initial take on the week's action?


American Airlines 2025-Q4 Earnings Flash
01/21/2026

A flash analysis of American Airlines's 10-Q filing for 2025-Q4. Our hosts break down what investors should look for in this quarterly report.


Sun Country Airlines: A Company History
01/20/2026

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.


Alaska Airlines: A Company History
01/19/2026

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.


JetBlue Airways: A Company History
01/18/2026

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.


Allegiant Air: A Company History
01/17/2026

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.


American Airlines: A Company History
01/16/2026

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


Frontier Airlines: A Company History
01/16/2026

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.


AerCap Holdings: A Company History
01/15/2026

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.


Boeing: A Company History
01/14/2026

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


Southwest Airlines: A Company History
01/13/2026

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.


United Airlines: A Company History
01/12/2026

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.