TUNGKOL SA PODCAST NA ITO 🔗
Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies including American Airlines, Delta, United, Southwest, Alaska Airlines, JetBlue, Frontier, Allegiant, Sun Country, Boeing, and AerCap. Includes flash earnings episodes when quarterly and annual reports are filed.
Dalas ng pag-update:
every 5 days
Average na haba ng audio:
18 minutes
Ingles
Estados Unidos
98 yugto
mula noong Jan. 11, 2026
episodic
PINAKAHULING EPISODE 🔗
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.
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I-search ang mga nakaraang episode ng Aviation Intelligence Weekly.
MGA NAKARAANG EPISODE 🔗
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 …
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…
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 …
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 wh…
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 …
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 st…
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I have no special talent. I am only passionately curious, and
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‐ Albert "Llamacorn" Einstein
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