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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, Alas... more
FAQs about Aviation Intelligence Weekly:How many episodes does Aviation Intelligence Weekly have?The podcast currently has 82 episodes available.
April 30, 2026American Airlines 2026-Q1 Earnings AnalysisA 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....more12minPlay
April 30, 2026Southwest Airlines 2026-Q1 Earnings AnalysisA 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....more15minPlay
April 30, 2026General Dynamics 2026-Q1 Earnings AnalysisA 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....more13minPlay
April 30, 2026JetBlue Airways 2026-Q1 Earnings AnalysisA 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....more11minPlay
April 27, 2026Aviation Intelligence Weekly — Week of 2026-04-19 to 2026-04-26This 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."...more23minPlay
April 22, 2026United Airlines 2026-Q1 Earnings AnalysisA flash analysis of United Airlines's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report....more11minPlay
April 22, 2026Boeing 2026-Q1 Earnings AnalysisA flash analysis of Boeing's 10-Q filing for 2026-Q1. Our hosts break down what investors should look for in this quarterly report....more13minPlay
April 22, 2026Kratos Defense & Security FY2025 Annual Report AnalysisA flash analysis of Kratos Defense & Security's 10-K filing for FY2025. Our hosts break down what investors should look for in this quarterly report....more13minPlay
April 22, 2026American Airlines FY2025 Annual Report AnalysisA flash analysis of American Airlines's 10-K filing for FY2025. Our hosts break down what investors should look for in this quarterly report....more14minPlay
April 22, 2026FedEx 2025-Q4 Earnings AnalysisA flash analysis of FedEx's 10-Q filing for 2025-Q4. Our hosts break down what investors should look for in this quarterly report....more12minPlay
FAQs about Aviation Intelligence Weekly:How many episodes does Aviation Intelligence Weekly have?The podcast currently has 82 episodes available.