GE Aerospace (GE) Stock Up After Jim Cramer Called It a “Huge Winner”

Published on March 26, 2026 at 2:33 pm by Ramish Cheema in News

GE Aerospace (NYSE:GE) is one of Jim Cramer’s Hottest Defense Technology Stock Picks.

GE Aerospace (NYSE:GE) sells jet engines, avionics, and other products in the defense industry. Its shares are up by 39% over the past year and by 60% since Cramer discussed the firm in April on Mad Money. A few days after his remarks, GE Aerospace (NYSE:GE)’s shares closed 6% higher on April 22nd following the firm’s first quarter earnings report. The results saw the firm report $1.49 in profit per share to beat analyst estimates of $1.27. On January 22nd, 2026, GE Aerospace (NYSE:GE)’s stock closed 7.4% lower following its fiscal fourth quarter earnings report. The shares dipped even though the firm posted $1.57 in adjusted profit per share to beat analyst estimates of $1.32. GE Aerospace (NYSE:GE) also guided 2026 adjusted profit per share to range between $7.10 and $7.40, the midpoint of which was higher than what analysts had penciled in. Commentary from investment bank JPMorgan following the earnings suggested that the firm could face difficulty with margins in 2026. Here’s what Cramer said about GE Aerospace (NYSE:GE) in April 2025:

“One relative bright spot in this market has been aerospace, and airplane engine maker GE Aerospace reports, hey, great gross margins last time, they report Tuesday. This has been a huge winner since the old General Electric started its breakup over two years ago. That’s, Larry Culp’s been engineering that, and he runs GE Aerospace. It’s one of the largest backlogs in the business. Tremendous visibility into its outlook. We don’t see any reason why that changes. Now they have a terrific business that is, is just in repair…”