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

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

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

Airlines don't usually fail because people stop flying. That's the strange thing about this industry. The planes can be full, the brand can be familiar, the routes can still have demand, and the company can still run out of road. That's what makes airline failures so confusing from the outside. People see passengers in the terminal and assume the business must be working. But in aviation, activity and profitability are not the same thing. Today on Aviation Intelligence Weekly, this is a one-time

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

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

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

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

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

This was the week defense contractors learned that geopolitical tailwinds can't rescue fundamentally stretched valuations. Twenty percent drops across the board. Lockheed, Northrop, Raytheon — all getting hammered despite what should be the perfect operating environment. And that's exactly what makes this fascinating. On paper, you've got the Iran conflict, massive defense spending authorizations, and Pentagon procurement cycles accelerating. But the market said "not at these prices."