GE Aerospace (GE) Q3 Earnings Report Preview: What To Look For

Directly affected

• GE General Electric

  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

• 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

• RTX RTX

  RTX competes in aircraft engines and defense systems

• UAL United Airlines

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

• NOC Northrop Grumman

  Northrop Grumman is a defense and aerospace peer

Price reaction, T-5 to T+3