Geopolitics Alpha

Why Jim Cramer isn't buying more Boeing despite its huge Navy contract win

Published . Updated .

Two main issues are holding him up.

Directly affected

  • BA Boeing

    Named in this report.

Indirectly affected

  • SPR Spirit AeroSystems

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

  • GE GE Aerospace

    GE Aerospace supplies and competes in commercial aircraft engines

  • 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

  • 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

  • TDG TransDigm

    TransDigm supplies aircraft components to Boeing and the airlines

  • AAL American Airlines

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BA———————
SPR———————
GE———————
DAL———————
LMT———————
HWM———————
RTX———————
UAL———————
NOC———————
TDG———————
AAL———————

Two main issues are holding him up.

Source: CNBC Top

How far Boeing (BA) has moved since 30 Sep 2026

Since the first closing price after “Why Jim Cramer isn't buying more Boeing despite its huge Navy contract win,” Boeing (BA) is -0.47%. The S&P 500 fund (SPY) is +0.33% over the same days, a -0.80% difference versus the market.

BA
SPY

Who reported a Boeing (BA) trade near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Boeing (BA)

Companies tied to this story

  • BA Boeing

    In “Why Jim Cramer isn't buying more Boeing despite its huge Navy contract win,” Boeing (BA) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names BOEING CO in the headline; GA resolved that company to BA

Boeing (BA)

On 30 Sep 2026, “Why Jim Cramer isn't buying more Boeing despite its huge Navy contract win” is the story that connects Boeing (BA) to this story.

The link for Boeing (BA) is this: The reported development directly names BOEING CO in the headline; GA resolved that company to BA

Dates and price levels for Boeing (BA)

BA traded between 183.38 and 204.00 across 20 sessions. The latest close on file is 191.51.

What the saved facts support for Boeing (BA)

14 out of 100

“Why Jim Cramer isn't buying more Boeing despite its huge Navy contract win” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.