Aviation Intelligence Weekly

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 American 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 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 JetBlue Airways'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 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 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 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 FedEx's 10-Q filing for 2025-Q4. 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 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 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 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 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 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.

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.

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 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 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.