JetExpat JetExpat
  • Home
  • Episodes
  • Market
  • Blog
  • Companies
  • About
  • Subscribe

Aviation Intelligence Blog

The full written story behind each episode — deep-dive analysis of airline and aerospace earnings, SEC filings, defense primes, manufacturers, engine makers, lessors, fleet strategy and eVTOL. Each post links to the relevant company intelligence pages.

Most-read company coverage: KTOS · JOBY · ACHR · LHX · AAL · HXL · JBLU

Weekly October 04, 2026

Fuel Bifurcates Aviation: Growth vs. Insolvency Wave | Week of Sep 27

Read the Full Story →

Weekly September 28, 2026

Airlines Rally, Cargo Slides in the Same Stress Week | Week of Sep 20

Read the Full Story →

Weekly September 20, 2026

Fuel Shock Splits Aviation: Defense Up, Airlines Cut | Week of Sep 13

Read the Full Story →

Weekly September 13, 2026

GE Aerospace's $11.75B Castings Bet Reshapes Supply Chain | Week of Sep 6

Read the Full Story →

Weekly September 06, 2026

Frontier Fleet Restructuring Tops Weak Aviation Week | Week of Aug 30

Read the Full Story →

Weekly August 31, 2026

Boeing Credit Facility Reveals Aviation Sector Split | Week of Aug 23

Read the Full Story →

Earnings HEI August 27, 2026

HEICO 2026-Q3 Earnings Analysis

Read the Full Story →

Earnings ALGT August 25, 2026

Allegiant Travel Company 2026-Q2 Earnings Analysis

Read the Full Story →

Weekly August 23, 2026

Aviation Stocks Sink as $8.31 Jet Fuel Breaks Airline Margins | Week of Aug 16

Read the Full Story →

Earnings JOBY August 20, 2026

Joby Aviation 2026-Q2 Earnings Analysis

Read the Full Story →

Weekly August 17, 2026

Airline Fuel Costs Split the Sector: Winners and Losers | Week of Aug 9

Read the Full Story →

Weekly August 10, 2026

Boeing MAX 7 Cert Sparks Aviation Supply Chain Reset | Week of Aug 2

Read the Full Story →

Earnings UPS August 06, 2026

United Parcel Service 2026-Q2 Earnings Analysis

Read the Full Story →

Weekly August 03, 2026

Airline Earnings Split Wide as Fuel Costs Stress-Test Sector | Week of Jul 26

Read the Full Story →

Earnings LHX July 30, 2026

L3Harris Technologies 2026-Q2 Earnings Analysis

Read the Full Story →

Earnings HXL July 30, 2026

Hexcel 2026-Q2 Earnings Analysis

Read the Full Story →

Earnings BA July 29, 2026

Boeing 2026-Q2 Earnings Analysis

Read the Full Story →

Earnings TXT July 28, 2026

Textron 2026-Q2 Earnings Analysis

Read the Full Story →

Weekly July 26, 2026

Defense Stocks Surge as Airline Fuel Shock Splits Aerospace | Week of Jul 19

Read the Full Story →

Earnings LUV July 24, 2026

Southwest Airlines 2026-Q2 Earnings Analysis

Read the Full Story →

Earnings SKYW July 24, 2026

SkyWest 2026-Q2 Earnings Analysis

Read the Full Story →

Earnings AAL July 23, 2026

American Airlines 2026-Q2 Earnings Analysis

Read the Full Story →

Earnings RTX July 23, 2026

RTX Corporation 2026-Q2 Earnings Analysis

Read the Full Story →

Earnings GE July 21, 2026

General Electric 2026-Q2 Earnings Analysis

Read the Full Story →

Weekly July 19, 2026

Aviation's Fuel Filter: Who Can Still Raise Capital | Week of Jul 12

Read the Full Story →

Weekly July 13, 2026

Boeing MAX Recovery Meets Airline Shakeout: July 2026 | Week of Jul 5

Read the Full Story →

Weekly July 05, 2026

Aviation Stocks Bifurcate as Defense Leads, Balance Sheets Decide | Week of Jun 28

Read the Full Story →

Weekly June 28, 2026

Aviation Stocks: Majors Surge as Fuel Crisis Culls Field | Week of Jun 21

Read the Full Story →

Weekly June 07, 2026

Honeywell Aerospace Spin-Off Punished Despite Strategic Logic | Week of May 31

Read the Full Story →

Weekly May 31, 2026

Spirit Liquidation Triggers Aviation Consolidation Wave | Week of May 24

Read the Full Story →

Weekly May 25, 2026

Aviation Stocks Rally on Margin Expansion as Demand Exceeds Forecasts | Week of May 17

Read the Full Story →

Weekly May 17, 2026

Aviation Consolidation Accelerates as Cost Pressures Force Reset | Week of May 10

Read the Full Story →

Earnings ACHR May 11, 2026

Archer Aviation 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings VSEC May 08, 2026

VSE Corporation 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings KTOS May 07, 2026

Kratos Defense & Security 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings JOBY May 07, 2026

Joby Aviation 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings UPS May 07, 2026

United Parcel Service 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings JBLU April 30, 2026

JetBlue Airways 2026-Q1 Earnings Analysis

Read the Full Story →

Weekly April 27, 2026

Defense Stocks Tumble Despite War Premium as Costs Overwhelm Demand | Week of Apr 19

Read the Full Story →

Earnings SKYW April 24, 2026

SkyWest 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings HON April 23, 2026

Honeywell International 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings BA April 22, 2026

Boeing 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings GE April 22, 2026

General Electric 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings HXL April 22, 2026

Hexcel 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings RTX April 21, 2026

RTX Corporation 2026-Q1 Earnings Analysis

Read the Full Story →

Earnings NOC April 21, 2026

Northrop Grumman 2026-Q1 Earnings Analysis

Read the Full Story →

Weekly April 20, 2026

Aviation Executives Deploy Capital as Demand Trumps Fuel Costs | Week of Apr 12

Read the Full Story →

Weekly April 13, 2026

Aviation Insider Buying Signals Supplier Confidence Amid Chaos | Week of Apr 5

Read the Full Story →

Weekly April 08, 2026

Aviation Stocks Split as Defense Gains While Airlines Face Fuel Spike | Week of Mar 31

Read the Full Story →

Weekly March 30, 2026

Aviation Stocks Plunge on Middle East Fuel Cost Spike | Week of Mar 22

Read the Full Story →

Listen On

Apple Podcasts Spotify RSS Feed

Navigation

  • Home
  • All Episodes
  • Market
  • Blog
  • Companies
  • About
  • How It Works
  • Subscribe

Company

  • Contact
  • Disclaimer
  • Privacy Policy
  • Terms of Use

JetExpat is an independent research and media publisher. Our analysis is for informational purposes only and is not financial advice — see the full disclaimer.

© 2026 JetExpat LLC. All rights reserved. Scripts are AI-generated and fact-checked against source filings — how it works.