Boeing up six and a half percent this week while the Gulf airports are still assessing damage from Iranian strikes — that's not the headline I expected to write. Right, and it's not just Boeing. Defense names across the board are catching a bid while the airlines are getting hammered by fuel costs. We've got insider activity clustering around some interesting names this week, plus TSA numbers that actually look decent despite everything happening in the Middle East.

Airlines got hammered this week as Middle East tensions spiked fuel costs and closed major Gulf hubs. Southwest down over seven percent, United nearly six. When you see that kind of coordinated selling across the majors— —it's not stock-picking, it's sector repricing. And we've got a pile of filings from AAL, FDX, and the lessors that tell us how management teams are thinking about this new reality.

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 15th through March 22nd, 2026, and we saw some significant movements across aviation stocks with a clear divergence between winners and losers. Absolutely, Mike. We had Delta Air Lines leading the charge with a nearly 7 percent gain while Boeing took a substantial hit, dropping over 7 percent. We also saw a cluster of filings this week that gives us some insight into where these compa

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 2nd through March 9th, 2026, and it was a particularly challenging week for aviation stocks across the board. That's putting it mildly, Mike. When I look at our tracking board, I see red almost everywhere. We had only one gainer this week - Air Lease Corporation managed a modest 0.17 percent gain to close at $64.78. But on the flip side, we saw some really brutal losses, with JetBlue

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from March 8th through March 15th, 2026, and frankly, it was a brutal week for most aviation stocks. That's putting it mildly, Mike. When your top gainer for the week is up just 0.25 percent, you know it's been rough out there. But before we dive into the carnage, what's your overall take on what we witnessed this week?

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from February 22nd through March 1st, 2026, and while the stock movements were relatively muted, the underlying fundamentals showed some interesting developments. That's right, Mike. We had a fairly quiet week in terms of market volatility, but sometimes those periods can be the most telling. We saw several major SEC filings come through, including Allegiant's 10-K and multiple Form 4s from the

Welcome to Aviation Intelligence Weekly. I'm Sarah. And I'm Mike. This week we're covering the period from February 15th through February 22nd, 2026, and we saw some interesting divergence across the aviation sector. We really did, Mike. Let me set the stage here - we had JetBlue Airways leading the pack with a 3.68 percent gain, while Alaska Airlines took a significant hit, dropping 7.49 percent. What's your initial take on this week's trading action?

A flash analysis of Sun Country Airlines's 10-K filing for FY2025. Our hosts break down what investors should look for in this quarterly report.

A flash analysis of JetBlue Airways's 10-K filing for FY2025. Our hosts break down what investors should look for in this quarterly report.

A flash analysis of United Airlines's 10-K filing for FY2025. Our hosts break down what investors should look for in this quarterly report.