Aviation Intelligence Weekly — Week of 2026-05-10 to 2026-05-17

Aviation Intelligence Weekly — Week of 2026-05-17 to 2026-05-24

American Airlines up twelve percent this week — that's not a dead cat bounce anymore. No, that's a sector rotation. When American leads the charge and you've got Delta, United, Southwest all moving in lockstep, something fundamental shifted. This week's narrative was the market pricing in margin expansion as fuel costs finally stabilized while demand held firm. We're seeing the first real evidence that airlines can defend pricing power even as operational pressures ease.

Aviation Intelligence Weekly — Week of 2026-05-10 to 2026-05-17

Allegiant just completed its acquisition of Sun Country for four-ten a share, FedEx spun off its freight division, and crude oil is still trading north of a hundred and six dollars a barrel. I'm Sarah. And I'm Mike. This week showed us what aviation looks like when capacity gets pulled out of the system while costs stay elevated. We've got insider buying across multiple names, defense contractors beating expectations, and a travel demand picture that's frankly underwhelming. We'll dig into that

Archer Aviation 2026-Q1 Earnings Analysis

A flash analysis of Archer Aviation's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

Alaska Air Group 2026-Q1 Earnings Analysis

A flash analysis of Alaska Air Group's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.

Kratos Defense & Security 2026-Q1 Earnings Analysis

A flash analysis of Kratos Defense & Security's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report.