Castuner

Aviation Intelligence Weekly

JetExpat

Weekly analysis of the aviation market covering SEC filings, stock performance, and breaking news for major airlines and aerospace companies.

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Episodes

116 episodes

  1. Fuel Shock Sorts Airlines: Hedged Carriers Rally, Unhedged Fall | Week of Nov 1 34:16
  2. Allegiant Travel Company 2026-Q3 Earnings Analysis 17:15
  3. Hexcel 2026-Q3 Earnings Analysis 18:36
  4. Honeywell International 2026-Q3 Earnings Analysis 19:49
  5. L3Harris Technologies 2026-Q3 Earnings Analysis 16:49
  6. Northrop Grumman 2026-Q3 Earnings Analysis 19:09
  7. JetBlue Airways 2026-Q3 Earnings Analysis 18:31
  8. Delta Air Lines 2026-Q3 Earnings Analysis 18:21
  9. Joby Aviation 2026-Q3 Earnings Analysis 19:06
  10. Howmet Aerospace 2026-Q3 Earnings Analysis 19:36
  11. Textron 2026-Q3 Earnings Analysis 18:59
  12. Frontier Group Holdings 2026-Q3 Earnings Analysis 19:27
  13. RTX Corporation 2026-Q3 Earnings Analysis 18:54
  14. Lockheed Martin 2026-Q3 Earnings Analysis 18:13
  15. Alaska Air Group 2026-Q3 Earnings Analysis 17:32
  16. Kratos Defense & Security 2026-Q3 Earnings Analysis 18:57
  17. VSE Corporation 2026-Q3 Earnings Analysis 18:02
  18. United Parcel Service 2026-Q3 Earnings Analysis 18:15
  19. Boeing 2026-Q3 Earnings Analysis 20:26
  20. Airline Bifurcation Widens: JetBlue Bonds Hit 42 Cents | Week of Oct 25 32:28
  21. SkyWest 2026-Q3 Earnings Analysis 18:54
  22. General Dynamics 2026-Q3 Earnings Analysis 18:22
  23. FedEx 2026-Q3 Earnings Analysis 18:29
  24. Fuel Bill Fractures Airline Sector: Defense Up, Supply Chain Hit | Week of Oct 18 34:54
  25. Southwest Airlines 2026-Q3 Earnings Analysis 20:18
  26. United Airlines 2026-Q3 Earnings Analysis 18:24
  27. American Airlines 2026-Q3 Earnings Analysis 19:06
  28. General Electric 2026-Q3 Earnings Analysis 17:50
  29. Delta Cuts Guidance $1.50 as Fuel Costs Surge | Week of Oct 11 30:21
  30. Carrier Bankruptcies Expose Thin-Margin Squeeze in Aviation | Week of Oct 4 32:45
  31. Fuel Bifurcates Aviation: Growth vs. Insolvency Wave | Week of Sep 27 27:41
  32. Airlines Rally, Cargo Slides in the Same Stress Week | Week of Sep 20 30:18
  33. Fuel Shock Splits Aviation: Defense Up, Airlines Cut | Week of Sep 13 33:48
  34. GE Aerospace's $11.75B Castings Bet Reshapes Supply Chain | Week of Sep 6 33:33
  35. Frontier Fleet Restructuring Tops Weak Aviation Week | Week of Aug 30 27:39
  36. Boeing Credit Facility Reveals Aviation Sector Split | Week of Aug 23 32:19
  37. HEICO 2026-Q3 Earnings Analysis 19:07
  38. Allegiant Travel Company 2026-Q2 Earnings Analysis 19:54
  39. Aviation Stocks Sink as $8.31 Jet Fuel Breaks Airline Margins | Week of Aug 16 29:32
  40. Joby Aviation: A Company History 21:50
  41. FedEx: A Company History 20:46
  42. Lockheed Martin: A Company History 23:12
  43. Joby Aviation 2026-Q2 Earnings Analysis 19:23
  44. Airline Fuel Costs Split the Sector: Winners and Losers | Week of Aug 9 28:06
  45. Boeing MAX 7 Cert Sparks Aviation Supply Chain Reset | Week of Aug 2 29:08
  46. Frontier Airlines 2026-Q2 Earnings Analysis 19:04
  47. United Airlines 2026-Q2 Earnings Analysis 19:02
  48. Southwest Airlines 2026-Q2 Earnings Analysis 18:14
  49. L3Harris Technologies 2026-Q2 Earnings Analysis 17:25
  50. Hexcel 2026-Q2 Earnings Analysis 20:21