Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies.
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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
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 — but the commercial carrier landscape is being carved up in real time. We'll get into what that bifurcation means for investors. Plus Delta dropped earnings, FedEx moved nearly two billion dollars of debt
