OM DETTA AVSNITT
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
Engelsk
USA
UTSKRIFT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SÖK TIDIGARE AVSNITT
Sök efter tidigare avsnitt från Aviation Intelligence Weekly.
ANDRA EPISODER I DENNA PODCAST
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.
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 …
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…
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.
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från JetExpat, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.
REDIGERA
Tack för att du hjälper till att hålla databasen över podcaster uppdaterad.
