RTX Corporation (NYSE:RTX) is one of the stocks Jim Cramer recently highlighted. Cramer discussed the reason for the stock’s rally, as he said: “The best quarter today came from RTX. Yeah, the old Raytheon United Technologies, defense contractor, commercial aircraft engine maker, that’s putting up staggering numbers. Why? RTX makes the complex military systems that are needed to defend our country and defend the countries of NATO. Photo by Joshua Mayo on Unsplash RTX Corporation (NYSE:RTX) makes aeros ...

GE Aerospace (NYSE:GE) is one of the stocks in Jim Cramer’s recent game plan. Cramer noted that he expects an “upside surprise.” He remarked: “Tuesday, Coca-Cola [and] GE Aerospace report… While GE Aerospace, primary supplier to both Airbus and Boeing, will deliver another upside surprise from all the maintenance it does for these aircraft[s].” source: pixabay GE Aerospace (NYSE:GE) designs and manufactures commercial and defense aircraft engines, components, and power systems. The company provides ma ...

Company Performance - GE Aerospace achieved record highs following a strong third quarter earnings report, surpassing both top and bottom line expectations [1] - The company raised its full-year guidance for the second consecutive quarter, projecting adjusted EPS for 2025 to be between $6 and $6.20 per share [1] - Shares have increased over 80% this year, driven by rising travel demand and aircraft production [2] Market Context - Since its split into three separate companies, GE Aerospace has shown strong performance, particularly in the defense sector, with a notable increase of about 58% [3][4] - The defense sector is experiencing growing demand, particularly for munitions and missile defense, despite some companies like Northrop Grumman reducing guidance due to delayed military payments [5] Technical Analysis - The stock has shown a consistent trading channel, with key price levels identified between 290 and 305, and a breakout occurring at 316.53 [6][7] - Current trading remains above previous resistance levels, indicating potential support around the 300 mark [9][10] - The RSI indicates strength, remaining above the midline, suggesting the stock is not in overbought territory [11] Options Activity - Options activity for GE Aerospace has been higher than normal, with a sizzle of 3.7%, translating to approximately 74,000 options changing hands, with 53% being calls [12] - The options market anticipates a potential move of about 7.4%, establishing boundaries between 284 and 327 [12] - Notable open interest was observed in the 270 and 300 puts for the November 21st expiration, although these positions were closed on the same day [13]

Core Viewpoint - The current market concerns are more focused on trade tensions, particularly between the US and China, rather than the government shutdown, with recent developments around rare earth mineral restrictions escalating tensions [1]. Trade Relations - China is attempting to frame its actions as a response to US provocations, despite claims that the US is not to blame for the current situation [2]. - The conflict is characterized as a broader issue of China versus the world, not just a US-China problem, with international allies coordinating a unified response [3]. Economic Impact - The US has various levers to counteract China's actions, indicating that both sides possess significant economic leverage over each other [4][6]. - There is a desire to avoid damaging either economy, but the US is committed to asserting its sovereignty in trade matters [5]. Strategic Industries - The investment boom in the US is partly driven by a need to reshore strategic industries, including pharmaceuticals, semiconductors, shipbuilding, steel, and rare earths, which have been neglected in past administrations [7][8]. - The COVID-19 pandemic served as a catalyst for bringing back these industries, highlighting the importance of self-sufficiency in critical sectors [7]. Diplomatic Engagement - High-level communications between US and Chinese officials are ongoing, with efforts to maintain dialogue and prevent escalation [9][10]. - The relationship between the leaders of the US and China is seen as a stabilizing factor, contributing to the avoidance of further escalation in trade tensions [11]. Market Reactions - The stock market's performance is linked to economic policies rather than solely to trade negotiations, with the implication that strong measures against China will be taken if deemed necessary for economic health [12].

The chief executive of Safran said on Monday the French engine maker is "on a good path" towards catching up on engine delays to Airbus by the end of this month. ...

Core Insights - French aerospace group Safran has signed agreements with Morocco to establish a new engine assembly line for Airbus jets and a maintenance and repair facility near Casablanca [1] Company Developments - The new engine assembly line will focus on Airbus jets, indicating a strategic partnership between Safran and Airbus [1] - The maintenance and repair plant will be located near Casablanca, enhancing Safran's operational capabilities in the region [1] Industry Implications - This move reflects the growing collaboration between aerospace companies and emerging markets, particularly in North Africa [1] - The establishment of these facilities may lead to increased job creation and technological transfer in Morocco's aerospace sector [1]

General Electric Aerospace (NYSE: GE ) has become one of the strongest and most admired names in global industry. After leaving the old conglomerate behind, today it is a pure player in aircraft engines andI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My ar ...

Group 1 - Brown Advisory's "Global Leaders Strategy" aims to deliver strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for shareholders [1] - The strategy outperformed its benchmark in Q2 2025, primarily due to investment selection in Information Technology and Industrials [1] - GE Aerospace (NYSE:GE) was highlighted as a key stock, with a one-month return of 9.89% and a 52-week gain of 58.72%, closing at $301.02 per share with a market capitalization of $289.861 billion on September 22, 2025 [2][3] Group 2 - GE Aerospace designs, develops, manufactures, and services aircraft engines for commercial and military applications, and has seen increased contributions from its profitable aftermarket business [3] - Despite facing the largest direct exposure to tariffs within the portfolio, GE Aerospace has demonstrated pricing power and optimism regarding a potential aerospace trade deal discussed at the Paris Air Show [3] - GE Aerospace was held by 100 hedge fund portfolios at the end of Q2 2025, a decrease from 104 in the previous quarter, indicating a shift in hedge fund interest [4]

GE Aerospace (NYSE:GE) is among the 12 Best Defense Stocks to Buy Right Now. On September 18, the company’s Board of Directors authorized a quarterly dividend of $0.36 per share on common stock. GE Aerospace (GE) Declares Regular Quarterly Dividend Photo by Sharon McCutcheon on Unsplash The dividend will be paid on October 27, 2025, to all shareholders on record as of September 29, 2025, which will also be the ex-dividend date. In other news, on September 19, GE Aerospace (NYSE:GE) reached a new five-y ...

Group 1 - The GE-Reagan Foundation Scholarship Program has awarded nearly $10 million to over 236 students since its inception in 2011, with the 2025 recipients receiving $10,000 per year for up to four years towards college expenses [1][2] - The scholarship program is recognized nationally as a top college scholarship, recently cited by Forbes.com, and aims to foster leadership and civic responsibility among students [2] - The program has been running for 15 years and has supported students from 42 states attending more than 120 undergraduate campuses [1][2] Group 2 - To qualify for the scholarship, students must demonstrate leadership, integrity, drive, and citizenship, maintain a minimum GPA of 3.0, and plan to enroll in a full-time undergraduate program at an accredited institution [5] - The Ronald Reagan Presidential Foundation and Institute is a non-profit organization dedicated to advancing President Reagan's legacy and principles, including individual liberty and economic opportunity [4][6] - GE Aerospace is a global leader in aerospace propulsion and services, with a significant installed base of commercial and military aircraft engines, and is committed to innovation in the field [8]