5 Stocks on Jim Cramer’s Game Plan, Including RTX and GE Aerospace

In this article, we will look at 5 Stocks on Jim Cramer’s Game Plan, including RTX and GE Aerospace. Please visit 20 Stocks on Jim Cramer’s Game Plan, Including Tesla and Vertiv, if you’d like to see the extended list and methodology behind it.

5. RTX Corporation (NYSE:RTX)

RTX Corporation (NYSE:RTX) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer emphasized that the stock has had a “rare dip” as he remarked:

I like RTX because there’s a curious mixture of defense and commercial aerospace. It’s had a rare dip here. I’d buy the stock ahead of the quarter. These RTX dips, they tend not to last.

RTX Corporation (NYSE:RTX) makes aerospace and defense systems for commercial, military, and government customers. The company builds aircraft engines, avionics, and defense technologies, and also provides maintenance, training, and support services. While advising investors to stick by the defense sector during April 10’s episode, Cramer stated:

The other big name in the missile system is RTX, which is buying some of the most popular missile programs. The Patriot missile is still the gold standard. The SM-3 interceptors, if you have a rocket headed your way, that’s the technology that… You really gotta hope it’s defending you. Now, RTX also makes Tomahawk cruise missiles that our government reportedly is running low on, we had so many of them, after shooting hundreds of them, I think it’s probably more than that, at Iran in the past few weeks. RTX actually had the biggest gains of any prime defense contractor last year. It’s up 58% because the company benefits from both the hot defense market worldwide and an even hotter commercial aerospace market. I still like it here.

4. D.R. Horton, Inc. (NYSE:DHI)

D.R. Horton, Inc. (NYSE:DHI) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Presenting a scenario in which interest rates come down, Cramer said:

My hope post-war is that interest rates come down. The new Kevin Warsh-led Federal Reserve cuts rates, and housing explodes. If that happens, D.R. Horton stock will react well. It’s the low-priced home builder. Let’s see how they’re doing ahead of that.

D.R. Horton, Inc. (NYSE:DHI) builds and sells single-family and multi-family homes across the U.S. During his previous game plan that he laid out on January 16, Cramer said:

D.R. Horton, the giant home builder, puts its numbers up. And so far, the home builders, look, to call them disappointing is too positive. That’s the bad news, though. The good news is that we’re beginning to see green shoots in the housing sector. Pricing has come down. Mortgage rates have come down. There’s even talk about allowing you to use your 401K to buy a home without paying any kind of penalty. Alright, that’s up to the president. We’ll see how serious he is about this potentially groundbreaking plan. It would certainly send the stock of D.R. Horton much higher, along with the rest of the home builders.

3. GE Aerospace (NYSE:GE)

GE Aerospace (NYSE:GE) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Noting the impact of the war on the company, Cramer said:

GE Aerospace reports. It might be a tad disappointing because it makes a lot of revenue from airplane maintenance, and there’s been some serious downtime during the war, of course.

GE Aerospace (NYSE:GE) manufactures commercial and defense aircraft engines, power systems, and related components. In addition, the company provides maintenance, repair, and overhaul services along with spare parts for aviation and military applications. Cramer was bullish on the company when a caller inquired about it during the episode aired on April 6, as he commented:

Well, I think GE Aerospace, remember, does make most of its business doing maintenance. So people were selling it thinking that maybe there’d be less air flight because of the problems with TSA, but also fuel and rising costs. I think they won’t. I think the stock is a buy. I do like Boeing more because Boeing’s a little more depressed. But GE is Larry Culp. I think you’ve got a good one.

2. UnitedHealth Group Incorporated (NYSE:UNH)

UnitedHealth Group Incorporated (NYSE:UNH) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer said the company is “fighting its way back to legitimacy” and said:

Tuesday’s beginning of the earnings flood. We’re going to see UnitedHealth’s numbers in the early morning, and I bet it’s going to be the first in a series of big ones from this one pristine health insurer that’s fighting its way back to legitimacy.

UnitedHealth Group Incorporated (NYSE:UNH) provides health care services, insurance plans, pharmacy care, and data-driven solutions. On January 16, when a caller asked for Cramer’s thoughts on the stock, he said:

I think UNH is low enough that you want to buy it. But you know what came down today that has a better yield, and I think is really better? I think it’s CVS. Remember, you get Aetna with that, and you’ve got a situation where David Joyner has really cleaned up a lot of the problems. Let’s buy CVS, not UnitedHealth.

1. Alaska Air Group, Inc. (NYSE:ALK)

Alaska Air Group, Inc. (NYSE:ALK) was one of the stocks on Jim Cramer’s recent Mad Money game plan. Cramer started his game plan with the company, as he stated:

We’re going to have to go to our game plan. Heavy week coming up, so let’s go through it and go through it with alacrity. On Monday, Alaska Air reports. Usually, don’t flag this one. I see big mergers happening now that the war’s over, and Alaska could be part of the conversation. We know United wants to pursue American. Phil LeBeau told us that. I think JetBlue will be considered a prospect, if not just an outright buy. Hard to justify on the antitrust grounds, but luckily for the airlines, I don’t think that will bother this administration.

Alaska Air Group, Inc. (NYSE:ALK) provides scheduled passenger and cargo service. The company also runs a regional network for shorter-distance routes. Signia Capital Management stated the following regarding Alaska Air Group, Inc. (NYSE:ALK) in its fourth quarter 2025 investor letter:

Alaska Air Group, Inc. (NYSE:ALK), a $5b market cap company, was a new purchase in Q4. Alaska shares moved from $62 per share to $40 per share from September to December on what we view as a number of one-time factors. On December 3rd, Alaska announced a reduction in Q4 earnings based up on three unique and one time impacts.

First, ALK disclosed the impact of an earlier reported IT and system outage in late October, which led to a temporary ground stop for all Alaska operations. The company estimated that this disruption would cost the company $.25 per share in Q4. Additionally, the U.S. government shutdown in October led to an FAA mandated reduction in flights across the industry as the FAA attempted to manage elevated air traffic controller absences. Lastly, a West coast refinery fire and pipeline disruption drove higher fuel costs in the quarter for ALK. In total, ALK believed the impact to be $.55-.60 in EPS for the quarter. Q4 company guidance was reduced from at least $.40 to approximately $.10 in EPS. We believe that these issues are largely transitory and created a buying opportunity in ALK shares.

Taking a slightly longer-term view, we believe that Alaska Air Group is well-positioned for growth in revenue and earnings due to its acquisition of Hawaiian Airlines. Announced nearly 2 years ago, a lengthy regulatory approval initially delayed this merger, but we believe that ALK is on-track in implementing many of the cost and revenue synergies outlined previously. With less than 3% network overlap the Hawaiian acquisition significantly expands Alaska’s network and provides a strong hub for increased international routes for Alaska. Alaska management has laid out a plan to grow earnings from roughly $5 in EPS in 2025 to greater than $10 in EPS by 2027. Trading at approximately $50, we believe ALK shares present a very favorable risk/reward.

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