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. Airlines, defense primes, engine makers, aerostructures — almost nothing was spared. The week's narrative was a sector-wide repricing of the cost and geopolitical risk that the Hormuz closure has now baked p

A deep-dive documentary exploring the history of Joby Aviation. From its founding to today, discover the key moments that shaped this aviation industry giant.

A deep-dive documentary exploring the history of FedEx. From its founding to today, discover the key moments that shaped this aviation industry giant.

A deep-dive documentary exploring the history of Lockheed Martin. From its founding to today, discover the key moments that shaped this aviation industry giant.

A flash analysis of Joby Aviation's 10-Q filing for 2026-Q2. Our hosts break down what investors should look for in this quarterly report.

Jet fuel just hit eight dollars and thirty-one cents a gallon, up nearly two dollars from this time last year, and the industry's profit forecast just got cut in half. That's the week in one sentence. And the market is not treating every airline the same — not even close. We've got carriers raising guidance while others are pulling it entirely, and the eVTOL space just made one of the most significant structural moves we've seen in years. A lot to unpack. We'll get to the price action, the filin

The FAA certified the Boeing 737 MAX 7 this week — and the stock jumped nearly eight percent in a single session on August third. That's the biggest single-day move Boeing has posted in months, and it signals something larger than one certificate. It really does. Because if you zoom out, this isn't just a Boeing story. It's the opening act of what could be a meaningful inflection across the entire manufacturing supply chain — and I want to get into what that means for positioning. We'll do that.

A flash analysis of Frontier Airlines's 10-Q filing for 2026-Q2. Our hosts break down what investors should look for in this quarterly report.

A flash analysis of United Airlines's 10-Q filing for 2026-Q2. Our hosts break down what investors should look for in this quarterly report.