GE Aerospace and RTX Earnings Preview: What to Watch as Aerospace and Defense Report

Directly affected

• GE General Electric

  Named in this report.

• RTX Rtx

  Named in this report.

Indirectly affected

• SPR Spirit AeroSystems

  Spirit builds Boeing fuselages, so a Boeing aircraft story reaches this supplier

• DAL Delta Air Lines

  Delta flies the 737, so a Boeing aircraft story reaches its fleet

• LMT Lockheed Martin

  Lockheed Martin is a defense and aerospace peer

• NOC Northrop Grumman

  Defense contractors get more work when conflict spending rises

• ZIM ZIM Integrated Shipping

  Container lines are exposed when a shipping lane is disrupted

• MATX Matson

  Container lines are exposed when a shipping lane is disrupted

• HWM Howmet Aerospace

  Howmet supplies parts used on commercial and defense aircraft

• UAL United Airlines

  United flies the 737, so a Boeing aircraft story reaches its fleet

Price reaction, T-5 to T+3