Aviation Intelligence Weekly — Week of 2026-08-23 to 2026-08-30
Aviation market brief for the week of August 30, 2026. Earnings, SEC filings, and stock moves across LUV, JBLU, ALGT, BA, HWM, HXL.
Aviation Intelligence Episodes
The full archive of company- and ticker-specific aviation intelligence — weekly market analysis, same-week earnings briefs on new 10-Q and 10-K filings, and company history deep dives. Each earnings episode links to its company intelligence page; filter by type below.
Earnings briefs by ticker
Every company we have published a same-week 10-Q or 10-K brief on. Each link opens that company's intelligence page, where its briefs, weekly mentions, and coverage themes are collected.
HEI Q3 2026 10-Q: HEICO Earnings Analysis
Aviation earnings brief on the HEICO (HEI) Q3 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
ALGT Q2 2026 10-Q: Allegiant Travel Company Earnings Analysis
Aviation earnings brief on the Allegiant Travel Company (ALGT) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly — Week of 2026-08-16 to 2026-08-23
Aviation market brief for the week of August 23, 2026. Earnings, SEC filings, and stock moves across LUV, JBLU, FDX, BA, GD, AER.
JOBY Q2 2026 10-Q: Joby Aviation Earnings Analysis
Aviation earnings brief on the Joby Aviation (JOBY) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly — Week of 2026-08-09 to 2026-08-16
Aviation market brief for the week of August 17, 2026. Earnings, SEC filings, and stock moves across AAL, LUV, ALGT, ULCC, FDX, BA.
Aviation Intelligence Weekly — Week of 2026-08-02 to 2026-08-09
Aviation market brief for the week of August 10, 2026. Earnings, SEC filings, and stock moves across UAL, LUV, JBLU, ALGT, ULCC, FDX.
ULCC Q2 2026 10-Q: Frontier Airlines Earnings Analysis
Aviation earnings brief on the Frontier Airlines (ULCC) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
UPS Q2 2026 10-Q: United Parcel Service Earnings Analysis
Aviation earnings brief on the United Parcel Service (UPS) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
KTOS Q2 2026 10-Q: Kratos Defense & Security Earnings Analysis
Aviation earnings brief on the Kratos Defense & Security (KTOS) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly — Week of 2026-07-26 to 2026-08-02
Aviation market brief for the week of August 03, 2026. Earnings, SEC filings, and stock moves across AAL, JBLU, ALGT, ULCC, FDX, BA.
LHX Q2 2026 10-Q: L3Harris Technologies Earnings Analysis
Aviation earnings brief on the L3Harris Technologies (LHX) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
HXL Q2 2026 10-Q: Hexcel Earnings Analysis
Aviation earnings brief on the Hexcel (HXL) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
GD Q2 2026 10-Q: General Dynamics Earnings Analysis
Aviation earnings brief on the General Dynamics (GD) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
BA Q2 2026 10-Q: Boeing Earnings Analysis
Aviation earnings brief on the Boeing (BA) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly — Week of 2026-07-19 to 2026-07-26
Aviation market brief for the week of July 26, 2026. Earnings, SEC filings, and stock moves across LUV, JBLU, ALGT, ULCC, FDX, BA.
LUV Q2 2026 10-Q: Southwest Airlines Earnings Analysis
Aviation earnings brief on the Southwest Airlines (LUV) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
AAL Q2 2026 10-Q: American Airlines Earnings Analysis
Aviation earnings brief on the American Airlines (AAL) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
FDX FY2026 10-K: FedEx Annual Report Analysis
Aviation earnings brief on the FedEx (FDX) FY2026 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
GE Q2 2026 10-Q: General Electric Earnings Analysis
Aviation earnings brief on the General Electric (GE) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
UAL Q2 2026 10-Q: United Airlines Earnings Analysis
Aviation earnings brief on the United Airlines (UAL) Q2 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly — Week of 2026-07-12 to 2026-07-19
Aviation market brief for the week of July 19, 2026. Earnings, SEC filings, and stock moves across AAL, LUV, ALGT, ULCC, FDX, BA.
Aviation Intelligence Weekly — Week of 2026-07-05 to 2026-07-12
Aviation market brief for the week of July 13, 2026. Earnings, SEC filings, and stock moves across LUV, JBLU, ULCC, FDX, BA, AER.
Aviation Intelligence Weekly — Week of 2026-06-28 to 2026-07-05
Aviation market brief for the week of July 05, 2026. Earnings, SEC filings, and stock moves across LUV, ALK, ALGT, ULCC, SNCY, FDX.
Aviation Intelligence Weekly — Week of 2026-06-21 to 2026-06-28
Aviation market brief for the week of June 28, 2026. Earnings, SEC filings, and stock moves across UAL, LUV, JBLU, ALGT, FDX, BA.
Aviation Intelligence Weekly — Week of 2026-05-31 to 2026-06-07
Aviation market brief for the week of June 07, 2026. Earnings, SEC filings, and stock moves across FDX, BA, HON.
Aviation Intelligence Weekly — Week of 2026-05-24 to 2026-05-31
Aviation market brief for the week of May 31, 2026. Earnings, SEC filings, and stock moves across AAL, ALGT, ULCC, FDX, BA, RTX.
Aviation Intelligence Weekly — Week of 2026-05-17 to 2026-05-24
Aviation market brief for the week of May 25, 2026. Earnings, SEC filings, and stock moves across AAL, LUV, JBLU, ULCC, FDX, BA.
Aviation Intelligence Weekly — Week of 2026-05-10 to 2026-05-17
Aviation market brief for the week of May 17, 2026. Earnings, SEC filings, and stock moves across LUV, ALK, JBLU, ALGT, ULCC, SNCY.
ACHR Q1 2026 10-Q: Archer Aviation Earnings Analysis
Aviation earnings brief on the Archer Aviation (ACHR) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
ALK Q1 2026 10-Q: Alaska Air Group Earnings Analysis
Aviation earnings brief on the Alaska Air Group (ALK) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
KTOS Q1 2026 10-Q: Kratos Defense & Security Earnings Analysis
Aviation earnings brief on the Kratos Defense & Security (KTOS) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
ALGT Q1 2026 10-Q: Allegiant Air Earnings Analysis
Aviation earnings brief on the Allegiant Air (ALGT) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
JOBY Q1 2026 10-Q: Joby Aviation Earnings Analysis
Aviation earnings brief on the Joby Aviation (JOBY) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
UPS Q1 2026 10-Q: United Parcel Service Earnings Analysis
Aviation earnings brief on the United Parcel Service (UPS) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
ULCC Q1 2026 10-Q: Frontier Airlines Earnings Analysis
Aviation earnings brief on the Frontier Airlines (ULCC) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Special: Why Airlines Fail — Spirit Airlines as the Case Study
A one-time framework episode. Sarah and Mike use the collapse of Spirit Airlines as the case study to explain why airlines fail — not because demand disappears, but because of five structural pressures that stack on top of each other: high fixed costs, fuel volatility, competitive pricing, cyclical demand, and operational leverage. Pan Am, Eastern, TWA, and now Spirit — different decades, same forces. Why airlines create enormous consumer value while remaining among the toughest businesses to invest in.
SNCY Q1 2026 10-Q: Sun Country Airlines Earnings Analysis
Aviation earnings brief on the Sun Country Airlines (SNCY) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
AAL Q1 2026 10-Q: American Airlines Earnings Analysis
Aviation earnings brief on the American Airlines (AAL) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
LUV Q1 2026 10-Q: Southwest Airlines Earnings Analysis
Aviation earnings brief on the Southwest Airlines (LUV) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
GD Q1 2026 10-Q: General Dynamics Earnings Analysis
Aviation earnings brief on the General Dynamics (GD) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
JBLU Q1 2026 10-Q: JetBlue Airways Earnings Analysis
Aviation earnings brief on the JetBlue Airways (JBLU) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly — Week of 2026-04-19 to 2026-04-26
Aviation market brief for the week of April 27, 2026. Earnings, SEC filings, and stock moves across AAL, LUV, JBLU, ALGT, ULCC, BA.
UAL Q1 2026 10-Q: United Airlines Earnings Analysis
Aviation earnings brief on the United Airlines (UAL) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
BA Q1 2026 10-Q: Boeing Earnings Analysis
Aviation earnings brief on the Boeing (BA) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
KTOS FY2025 10-K: Kratos Defense & Security Annual Report Analysis
Aviation earnings brief on the Kratos Defense & Security (KTOS) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
AAL FY2025 10-K: American Airlines Annual Report Analysis
Aviation earnings brief on the American Airlines (AAL) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
FDX Q3 2026 10-Q: FedEx Earnings Analysis
Aviation earnings brief on the FedEx (FDX) Q3 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
GE Q1 2026 10-Q: General Electric Earnings Analysis
Aviation earnings brief on the General Electric (GE) Q1 2026 10-Q filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
ACHR FY2025 10-K: Archer Aviation Annual Report Analysis
Aviation earnings brief on the Archer Aviation (ACHR) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly — Week of 2026-04-12 to 2026-04-19
Aviation market brief for the week of April 20, 2026. Earnings, SEC filings, and stock moves across JBLU, ALGT, ULCC, SNCY, FDX, BA.
Aviation Intelligence Weekly — Week of 2026-04-05 to 2026-04-12
Aviation market brief for the week of April 13, 2026. Earnings, SEC filings, and stock moves across LUV, ALGT, ULCC, FDX, BA, RTX.
Aviation Intelligence Weekly — Week of 2026-03-31 to 2026-04-07
Aviation market brief for the week of April 08, 2026. Earnings, SEC filings, and stock moves across LUV, JBLU, ALGT, BA, GD, AER.
Aviation Intelligence Weekly — Week of 2026-03-22 to 2026-03-29
Aviation market brief for the week of March 30, 2026. Earnings, SEC filings, and stock moves across LUV, ULCC, FDX, BA, GD, AER.
Aviation Intelligence Weekly - Week of 2026-03-22
Aviation market brief for the week of March 22, 2026. Earnings, SEC filings, and stock moves across ALK, UAL, JBLU, ALGT, AL, LUV.
Aviation Intelligence Weekly - Week of 2026-03-15
Aviation market brief for the week of March 15, 2026. Earnings, SEC filings, and stock moves across ALK, UAL, JBLU, ALGT, AL, LUV.
Aviation Intelligence Weekly - Week of 2026-03-01
Aviation market brief for the week of March 01, 2026. Earnings, SEC filings, and stock moves across ALK, UAL, JBLU, ALGT, AL, LUV.
Aviation Intelligence Weekly - Week of 2026-02-22
Aviation market brief for the week of February 22, 2026. Earnings, SEC filings, and stock moves across ALK, ULCC, UAL, JBLU, ALGT, SNCY.
UAL FY2025 10-K: United Airlines Annual Report Analysis
Aviation earnings brief on the United Airlines (UAL) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
ALK FY2025 10-K: Alaska Airlines Annual Report Analysis
Aviation earnings brief on the Alaska Airlines (ALK) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
SNCY FY2025 10-K: Sun Country Airlines Annual Report Analysis
Aviation earnings brief on the Sun Country Airlines (SNCY) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
JBLU FY2025 10-K: JetBlue Airways Annual Report Analysis
Aviation earnings brief on the JetBlue Airways (JBLU) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
DAL FY2025 10-K: Delta Air Lines Annual Report Analysis
Aviation earnings brief on the Delta Air Lines (DAL) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence Weekly - Week of 2026-02-15
Aviation market brief for the week of February 15, 2026. Earnings, SEC filings, and stock moves across ALK, ULCC, UAL, JBLU, ALGT, SNCY.
LUV FY2025 10-K: Southwest Airlines Annual Report Analysis
Aviation earnings brief on the Southwest Airlines (LUV) FY2025 10-K filing — the numbers that matter, the fleet, capacity and cost themes behind them, and what they signal for the stock.
Aviation Intelligence — 2026-02-08
Aviation market brief for the week of February 08, 2026. Earnings, SEC filings, and stock moves across ALK, ULCC, UAL, JBLU, ALGT, SNCY.
Aviation Intelligence — 2026-02-01
Aviation market brief for the week of February 01, 2026. Earnings, SEC filings, and stock moves across ALK, ULCC, UAL, JBLU, ALGT, SNCY.
Boeing: A Company History
Aviation market brief for the week of January 26, 2026. Earnings, SEC filings, and stock moves across UAL, LUV, AAL, AER, DAL, BA.
American Airlines: A Company History
Aviation market brief for the week of January 19, 2026. Earnings, SEC filings, and stock moves across UAL, LUV, AAL, AER, DAL, BA.
AerCap Holdings: A Company History
A company-history deep dive into AerCap, from founding to today.
Alaska Airlines: A Company History
A company-history deep dive into Alaska Air Group, from founding to today.
Delta Air Lines: A Company History
A company-history deep dive into Delta Air Lines, from founding to today.
Joby Aviation: A Company History
A company-history deep dive into Joby Aviation, from founding to today.
Allegiant Air: A Company History
A company-history deep dive into Allegiant Travel Company, from founding to today.
Frontier Airlines: A Company History
A company-history deep dive into Frontier Group Holdings, from founding to today.
Southwest Airlines: A Company History
A company-history deep dive into Southwest Airlines, from founding to today.
United Airlines: A Company History
A company-history deep dive into United Airlines, from founding to today.
American Airlines: A Company History
A company-history deep dive into American Airlines, from founding to today.
Lockheed Martin: A Company History
A company-history deep dive into Lockheed Martin, from founding to today.
JetBlue Airways: A Company History
A company-history deep dive into JetBlue Airways, from founding to today.
Sun Country Airlines: A Company History
A company-history deep dive into Sun Country Airlines, from founding to today.