이 팟캐스트 소개 🔗
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.
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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…
이전 에피소드 🔗
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…
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 …
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.
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. Airlin…
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