Aviation Intelligence Weekly

Podcast de Aviation Intelligence Weekly

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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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42 episodios

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

17 de may de 2026 - 31 min

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.

11 de may de 2026 - 13 min

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.

7 de may de 2026 - 10 min

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.

7 de may de 2026 - 12 min

Allegiant Air 2026-Q1 Earnings Analysis

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

7 de may de 2026 - 12 min

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