OVER DEZE AFLEVERING
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 aerospace is holding in better than you'd expect, and Frontier — of all companies — is the top gainer. This week had some real cross-currents. We're going to dig into all of it. Defense budget anxiety hitting
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Aviation Intelligence Weekly.
ANDERE AFLEVERINGEN IN DEZE PODCAST
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…
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 …
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…
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 …
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