Aviation Intelligence Weekly

A flash analysis of SkyWest's 10-Q filing for 2026-Q3. 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-Q3. 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.

Creditors at JetBlue have hired bankruptcy advisers, jet fuel is up more than a hundred percent year-on-year, and every major U.S. network carrier just slashed its full-year outlook in the same earnings cycle. That is the week in aviation. And it's not just airlines feeling it. We've got defense primes surging while parts of the aerostructures complex got hit hard, so there's a real divergence story in the sector this week on top of everything else. We'll get into all of it — the fuel math that'

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

A Houthi missile hit Terminal Three at King Khalid International Airport in Riyadh over the weekend, killing at least thirteen people, and the FAA has a safety advisory up through December tenth. That's the world aviation is operating in right now. And Delta just cut its full-year earnings outlook by more than a dollar fifty at the midpoint. Spot jet fuel up over a hundred percent year on year, three European carriers working through insolvency proceedings filed over the past month, and defense

Houthi missiles hit Riyadh's airport on back-to-back days, five hundred-plus flights canceled, Lufthansa suspended all Saudi service, and the airspace warnings are now coming from EASA — and that is before we get to the three carriers simultaneously in some stage of bankruptcy proceedings in Europe and Latin America. And the OEM delivery picture keeps moving. Embraer posted a record third quarter. Airbus landed a hundred-and-ten aircraft order from Avolon in a single deal. Meanwhile the defense

A co-pilot attacked the captain mid-flight over the Mediterranean, a Boeing engineers' union ratified a new contract hours before a strike deadline, and three European carriers are now in various stages of insolvency protection — all in the same seven days. Welcome to a week that reminded everyone why aviation is never boring. And behind all of that, jet fuel is sitting nearly twenty-eight percent above where it was a year ago, which is the thread running through almost everything we're going to

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, and a widebody production story that's quietly getting worse. A lot to get through. And we'll walk th

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 what the filings are telling us about how companies are responding, why the defense side of this indust

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 canceled by an ATC failure, and JetBlue somehow guiding up into all of it. This week was a stress test,

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.

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 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.

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

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 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.

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 General Dynamics'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

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