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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,
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A flash analysis of HEICO's 10-Q filing for 2026-Q2. Our hosts break down what investors should look for in this quarterly report.
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 …
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 aerospa…
Global airline profits cut in half. Jet fuel at over eight dollars a gallon. And the alternative investment firm that bankrolled some of aviation's boldest bets just filed for bankruptcy with more than two billion dollars in debt. That is the week of August twenty-third in aviation. We're going to …
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