GE Aerospace (GE) Stock Soars: Cramer Hails “Remarkable” Business as Earnings Rocket 44%

GE Aerospace just flexed its industrial muscle—and Jim Cramer’s buzzing. The CNBC host crowned the company 'remarkable' after a blistering 44% earnings surge. Here’s why Wall Street’s suddenly all-in on jet engines and balance sheets.

The Engine Behind the Numbers

No fluff—just thrust. GE’s aerospace division is firing on all cylinders, dodging supply chain turbulence like a seasoned pilot. Cramer’s stamp of approval? That’s rocket fuel for investor confidence.

Short Sellers Get Airsick

Bears bet against industrial stalwarts at their peril. GE’s 44% pop proves old-economy giants can still school Silicon Valley’s 'disruptors'—especially when they actually turn a profit.

The Bottom Line

In a market obsessed with AI hype, GE’s raw earnings power cuts through the noise. Of course, Wall Street will find a way to overcomplicate this. They always do.

TLDR

• Jim Cramer praised GE Aerospace CEO Larry Culp and called the company’s business “remarkable” during a Harvard Business School visit
• The company’s strong quarter was overshadowed by media coverage of the government shutdown
• GE Aerospace raised its 2025 earnings guidance materially, suggesting strong future performance
• Third-quarter 2025 adjusted earnings jumped 44% year over year while adjusted revenue climbed 26%
• The company believes air traffic growth has stabilized despite potential near-term turbulence from government issues

GE Aerospace received high praise from Jim Cramer this week. The CNBC host spoke with CEO Larry Culp during a Harvard Business School event.

Cramer said the company’s business is “remarkable.” He expressed frustration that the strong quarterly results didn’t receive proper attention. The government shutdown dominated news coverage at the time.

“That terrific quarter was buried by the government shutdown,” Cramer stated on his show.

GE Aerospace, GE

The $320 billion industrial giant posted impressive numbers in its third quarter. Adjusted earnings ROSE 44% compared to the same period last year. Revenue climbed 26% on an adjusted basis.

GE Aerospace operates two main business segments. The company manufactures commercial and defense aircraft engines. It also provides maintenance, repair, and overhaul services for those engines.

This parts and services division works alongside the manufacturing business. Airlines rely on GE Aerospace to keep their fleets running smoothly. The company supplies spare parts for both aviation and military applications.

Business Model Drives Growth

Cramer has been bullish on the company for some time. On November 5, he praised Culp’s leadership. He called the CEO’s transformation of the old General Electric “amazing.”

“He led an amazing turn, and it produced bountiful gains for anyone who believed,” Cramer said. He described the stock performance as a “life changer” for investors.

Culp orchestrated the breakup of General Electric into three separate companies. He chose to lead GE Aerospace after the split. That decision appears to be paying off.

Management recently raised the company’s 2025 earnings guidance. The increase was material, suggesting confidence in future performance. Some analysts believe this could point to strong results in 2026 as well.

The company reported that air traffic growth has stabilized. This stabilization provides a more predictable environment for planning. Airlines can make fleet decisions with greater certainty.

Government Shutdown Creates Questions

The government shutdown could create some near-term turbulence. However, the company’s fundamentals remain strong. The raised guidance suggests management sees past any temporary headwinds.

GE Aerospace builds engines for both commercial airlines and defense contractors. This diversification provides some protection against sector-specific downturns. When one market softens, the other may compensate.

The parts and services business generates recurring revenue. Once an airline buys engines, it needs ongoing maintenance. This creates a long-term relationship between GE Aerospace and its customers.

Third-quarter results showed the strength of this model. The 44% earnings jump outpaced the 26% revenue gain. This suggests improving profit margins across the business.

Cramer highlighted his attraction to companies that innovate and improve. He specifically mentioned GE Aerospace as an example of this type of business. The company continues developing new engine technologies.

The aviation sector depends heavily on technological advancement. More efficient engines reduce fuel costs for airlines. They also help carriers meet environmental requirements.

Management raised 2025 earnings guidance following the strong third quarter performance. The updated forecast reflects growing confidence in the business trajectory. Air traffic stabilization provides visibility into future demand.