About JetExpat
JetExpat is aviation earnings intelligence, organised by company and ticker. We track 30 airlines, manufacturers, engine makers, defense primes, lessors, and eVTOL developers — and turn their filings and earnings into analysis you can read or listen to. Think Bloomberg Intelligence meets an airline strategy briefing. Browse by company or episode.
Who this is for
Investors and analysts who hold aviation names and want the filing read properly. Aviation professionals — operators, planners, and commercial teams — who want the market view on their own industry. Anyone who finds generic market commentary too shallow on aviation and trade press too light on the numbers.
What we are not: a stock-picking service, a tip sheet, or a source of price targets. We explain what a filing says and what it signals. What you do with that is your call.
What we publish
- Earnings Briefs — when a tracked company files a 10-Q or 10-K, we publish a same-week brief on that filing: the numbers that matter, the fleet, capacity, and cost themes behind them, and what they signal for the ticker.
- Aviation Intelligence Weekly — our weekly show. Every Sunday, the week across all 30 companies: stock moves, filings, TSA throughput, and the stories connecting them.
- Company Histories — evergreen deep dives on how each company got to where it is, because this quarter rarely makes sense without the last decade.
Everything is published as text on this site and as audio in the podcast feed. Read it or listen to it — same analysis either way.
How it is made
JetExpat is an AI-generated publication. Filings are pulled from SEC EDGAR, market data and TSA throughput are collected automatically, and scripts are drafted by a large language model, fact-checked against the source data, and reviewed by a human before anything is published.
We think that is a reasonable way to cover 30 companies at filing speed, and we would rather tell you plainly than let you assume otherwise. The full methodology sets out every step, including what the fact-check actually verifies and what it cannot catch.
The voices
Sarah
Synthetic host — AI voice
Sarah frames each episode and drives the questions. She is a text-to-speech voice, not a person, and does not hold or trade any position in the companies discussed.
Mike
Synthetic host — AI voice
Mike carries the analysis and the industry context. He is also a text-to-speech voice, not a person. Neither host is a registered analyst or investment adviser.
The dialogue format exists because two voices make dense financial material easier to follow, not to imply a newsroom. Editorial responsibility sits with JetExpat LLC.
Companies we track
We monitor 30 companies across the aviation industry:
Major Airlines (6)
- ALK - Alaska Air Group
- AAL - American Airlines
- DAL - Delta Air Lines
- JBLU - JetBlue Airways
- LUV - Southwest Airlines
- UAL - United Airlines
Low-Cost Carriers (3)
- ALGT - Allegiant Air
- ULCC - Frontier Airlines
- SNCY - Sun Country Airlines
Regional Airlines (1)
- SKYW - SkyWest
Cargo Operators (2)
- FDX - FedEx
- UPS - United Parcel Service
Manufacturers (3)
- BA - Boeing
- GD - General Dynamics
- TXT - Textron
Engine Manufacturers (2)
- GE - General Electric
- RTX - Raytheon Technologies
Aerostructures & Components (3)
- HEI - HEICO
- HXL - Hexcel
- HWM - Howmet Aerospace
Avionics & Systems (1)
- HON - Honeywell International
Leasing (2)
- AER - AerCap
- AL - Air Lease Corporation
Defense Primes (4)
- KTOS - Kratos Defense & Security
- LHX - L3Harris Technologies
- LMT - Lockheed Martin
- NOC - Northrop Grumman
MRO & Services (1)
- VSEC - VSE Corporation
eVTOL & Air Mobility (2)
- ACHR - Archer Aviation
- JOBY - Joby Aviation
Who we are
JetExpat is published by JetExpat LLC, an independent research and media company. We are not affiliated with, sponsored by, or compensated by any company we cover, and we take no payment for coverage.
Questions, corrections, or press enquiries: dev@jetexpat.com. We take corrections seriously — see the corrections policy.
Disclaimer
JetExpat is for informational and educational purposes only. Nothing here constitutes financial, investment, legal, or tax advice.
JetExpat LLC is not a registered investment adviser or broker-dealer. Always do your own research and consult a qualified professional before making any investment decision.
Past performance does not indicate future results. Read the full disclaimer.
Follow the coverage
New earnings briefs land the same week a company files. Subscribe wherever you listen: