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AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
AST SpaceMobile targeted roughly 45 BlueBird satellites in orbit during 2026 and reported Q1 results. The proof gate is satellite count, revenue ramp, cash balance, and operating expense discipline.
Aeroméxico has premium demand, loyalty scale and record-margin evidence after its U.S. listing, but the Delta JCA, MEX constraints, fuel, FX, engine issues and a negative equity balance sheet make the setup high risk.