PODCAST · business
Aviation Intelligence Weekly
by JetExpat
Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies.
Episodes
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Delta Cuts Guidance $1.50 as Fuel Costs Surge | Week of Oct 11
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…
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Carrier Bankruptcies Expose Thin-Margin Squeeze in Aviation | Week of Oct 4
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…
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Fuel Bifurcates Aviation: Growth vs. Insolvency Wave | Week of Sep 27
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…
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Airlines Rally, Cargo Slides in the Same Stress Week | Week of Sep 20
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...
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Fuel Shock Splits Aviation: Defense Up, Airlines Cut | Week of Sep 13
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…
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GE Aerospace's $11.75B Castings Bet Reshapes Supply Chain | Week of Sep 6
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...
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Frontier Fleet Restructuring Tops Weak Aviation Week | Week of Aug 30
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...
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Boeing Credit Facility Reveals Aviation Sector Split | Week of Aug 23
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...
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HEICO 2026-Q3 Earnings Analysis
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.
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Allegiant Travel Company 2026-Q2 Earnings Analysis
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.
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Aviation Stocks Sink as $8.31 Jet Fuel Breaks Airline Margins | Week of Aug 16
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....
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Joby Aviation: A Company History
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.
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FedEx: A Company History
A deep-dive documentary exploring the history of FedEx. From its founding to today, discover the key moments that shaped this aviation industry giant.
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Lockheed Martin: A Company History
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.
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Joby Aviation 2026-Q2 Earnings Analysis
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.
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Airline Fuel Costs Split the Sector: Winners and Losers | Week of Aug 9
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…
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Boeing MAX 7 Cert Sparks Aviation Supply Chain Reset | Week of Aug 2
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…
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Frontier Airlines 2026-Q2 Earnings Analysis
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.
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United Airlines 2026-Q2 Earnings Analysis
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.
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Southwest Airlines 2026-Q2 Earnings Analysis
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.
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L3Harris Technologies 2026-Q2 Earnings Analysis
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.
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Hexcel 2026-Q2 Earnings Analysis
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.
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General Electric 2026-Q2 Earnings Analysis
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.
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FedEx FY2026 Annual Report Analysis
A flash analysis of FedEx's 10-K filing for FY2026. Our hosts break down what investors should look for in this quarterly report.
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Boeing 2026-Q2 Earnings Analysis
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.
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American Airlines 2026-Q2 Earnings Analysis
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.
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United Parcel Service 2026-Q2 Earnings Analysis
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.
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Kratos Defense & Security 2026-Q2 Earnings Analysis
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.
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Airline Earnings Split Wide as Fuel Costs Stress-Test Sector | Week of Jul 26
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...
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General Dynamics 2026-Q2 Earnings Analysis
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.
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Defense Stocks Surge as Airline Fuel Shock Splits Aerospace | Week of Jul 19
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…
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Aviation's Fuel Filter: Who Can Still Raise Capital | Week of Jul 12
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...
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Boeing MAX Recovery Meets Airline Shakeout: July 2026 | Week of Jul 5
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 —…
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Aviation Stocks Bifurcate as Defense Leads, Balance Sheets Decide | Week of Jun 28
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…
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Aviation Stocks: Majors Surge as Fuel Crisis Culls Field | Week of Jun 21
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...
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Honeywell Aerospace Spin-Off Punished Despite Strategic Logic | Week of May 31
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...
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Spirit Liquidation Triggers Aviation Consolidation Wave | Week of May 24
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...
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Aviation Stocks Rally on Margin Expansion as Demand Exceeds Forecasts | Week of May 17
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...
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Aviation Consolidation Accelerates as Cost Pressures Force Reset | Week of May 10
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...
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Archer Aviation 2026-Q1 Earnings Analysis
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.
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Alaska Air Group 2026-Q1 Earnings Analysis
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.
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Kratos Defense & Security 2026-Q1 Earnings Analysis
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.
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Allegiant Air 2026-Q1 Earnings Analysis
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.
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Joby Aviation 2026-Q1 Earnings Analysis
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.
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United Parcel Service 2026-Q1 Earnings Analysis
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.
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Frontier Airlines 2026-Q1 Earnings Analysis
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.
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Special: Why Airlines Fail — Spirit Airlines as the Case Study
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....
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Sun Country Airlines 2026-Q1 Earnings Analysis
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.
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American Airlines 2026-Q1 Earnings Analysis
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.
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Southwest Airlines 2026-Q1 Earnings Analysis
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.
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Frequently Asked Questions
How many episodes does Aviation Intelligence Weekly have?
Aviation Intelligence Weekly currently has 87 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Aviation Intelligence Weekly about?
Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies.
How often does Aviation Intelligence Weekly release new episodes?
Aviation Intelligence Weekly has 87 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Aviation Intelligence Weekly?
You can listen to Aviation Intelligence Weekly on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Aviation Intelligence Weekly?
Aviation Intelligence Weekly is created and hosted by JetExpat.
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