Aviation Company Intelligence
Pick a ticker for company-specific aviation intelligence — earnings analysis, SEC filing breakdowns, and fleet, capacity, and cost themes. We track 30 companies across major airlines, low-cost carriers, cargo operators, manufacturers, engine makers, defense primes, aerostructure suppliers, leasing firms, and eVTOL developers.
What you get on each company page
Every ticker has its own page covering the same ground, so the 30 companies stay comparable:
This is business intelligence on the aviation industry assembled from primary sources — SEC filings, reported results, and market data — rather than news aggregation. Start with the episode archive for the latest briefs, or read the written analysis.
Major Airlines
Alaska Air Group
Major AirlineSeattle-based carrier with strong West Coast presence and Mileage Plan loyalty program.
American Airlines
Major AirlineOne of the largest airlines in the world by fleet size and revenue passenger miles.
Delta Air Lines
Major AirlineAtlanta-based major airline known for operational reliability and premium service.
JetBlue Airways
Major AirlineNew York-based low-cost carrier known for customer service and in-flight amenities.
Southwest Airlines
Major AirlineDallas-based low-cost carrier known for no-frills service and point-to-point routes.
United Airlines
Major AirlineChicago-based carrier with extensive domestic and international route network.
Low-Cost Carriers
Allegiant Travel Company
Low-Cost CarrierLas Vegas-based holding company for Allegiant Air, an ultra-low-cost carrier serving leisure travellers in underserved markets, and — since May 2026 — Sun Country Airlines.
Frontier Group Holdings
Low-Cost CarrierDenver-based ultra-low-cost carrier offering affordable fares with optional add-ons.
Sun Country Airlines
Low-Cost CarrierMinneapolis-based hybrid carrier combining scheduled service with charter operations.
Regional Airlines
Cargo Operators
Manufacturers
Boeing
ManufacturerAmerican aerospace company and leading manufacturer of commercial jetliners and defense systems.
General Dynamics
ManufacturerAerospace and defense company that builds Gulfstream business jets alongside naval and combat systems.
Textron
ManufacturerProvidence-based multi-industry manufacturer of Cessna and Beechcraft aircraft, Bell helicopters, and defense systems.
Engine Manufacturers
General Electric
Engine ManufacturerAmerican multinational whose GE Aerospace business designs and manufactures jet engines for commercial and military aircraft.
RTX Corporation
Engine ManufacturerParent of Pratt & Whitney engines and Collins Aerospace avionics, one of the largest aerospace and defense suppliers in the world.
Aerostructures & Components
HEICO
Aerostructures & ComponentsFlorida-based aerospace and defense company specializing in FAA-approved replacement parts and electronic systems.
Hexcel
Aerostructures & ComponentsStamford-based producer of advanced composite materials used in commercial aircraft, space, and defense structures.
Howmet Aerospace
Aerostructures & ComponentsPittsburgh-based supplier of engineered metal products including jet engine components, fastening systems, and titanium structures.
Avionics & Systems
Leasing
Defense Primes
Kratos Defense & Security
Defense PrimeSan Diego-based defense company specializing in unmanned aerial systems, target drones, and satellite communications.
L3Harris Technologies
Defense PrimeMelbourne, Florida-based defense technology company supplying tactical radios, avionics, and mission systems.
Lockheed Martin
Defense PrimeWorld's largest defense contractor, builder of the F-35 fighter and a major supplier to NASA and U.S. military aviation programs.
Northrop Grumman
Defense PrimeDefense prime building the B-21 Raider stealth bomber, Global Hawk UAVs, and major space and missile systems.
MRO & Services
eVTOL & Air Mobility
Archer Aviation
eVTOL & Air MobilitySan Jose-based eVTOL manufacturer developing the Midnight aircraft for regional air mobility with partners including United and the UAE.
Joby Aviation
eVTOL & Air MobilityCalifornia-based electric vertical takeoff and landing aircraft developer pursuing FAA certification for urban air taxi service.