Aviation Intelligence Weekly

Jet fuel at a hundred and seventy-one dollars a barrel — highest of 2026, up fifty-seven percent year-over-year — and that number is sitting on top of every airline balance sheet, every fleet plan, and every route map heading into winter. That's what this week was about. And it's not just a fuel story. We had eight Indonesian airports shut down by volcanic ash, more than a thousand UK flights canceled by an ATC failure, and JetBlue somehow guiding up into all of it. This week was a stress test,

Defense just got repriced. Lockheed Martin down nearly seven percent for the week, Northrop down almost six, Kratos off eight — and that's not noise, that's the sector telling you something about where the risk appetite has shifted. And at the same time, Boeing is up on the week, commercial aerospace is holding in better than you'd expect, and Frontier — of all companies — is the top gainer. This week had some real cross-currents. We're going to dig into all of it. Defense budget anxiety hitting

Jet fuel at eight dollars and thirty cents a gallon. Global airline profits cut in half. Spirit Airlines gone for good. And the Middle East airspace crisis is now reshaping long-haul route maps in ways that look less temporary by the week. This is a sector that is being stress-tested on multiple fronts simultaneously, and the stocks are starting to reflect just how uneven the damage is. This week we're digging into what the filings are telling us about balance sheet resilience, why the defense s

A flash analysis of HEICO's 10-Q filing for 2026-Q3. Our hosts break down what investors should look for in this quarterly report.

A flash analysis of Allegiant Travel Company's 10-Q filing for 2026-Q2. Our hosts break down what investors should look for in this quarterly report.