GE Aerospace's $12 Billion Acquisition to Boost Stock, Cramer Says

M&A · Partnership
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

Jim Cramer said GE Aerospace's nearly $12 billion acquisition of Consolidated Precision Products, a specialty castings supplier, will send the stock up because it strengthens the company's defense business. The deal, reported by CNBC, involves buying the supplier from private equity firms Warburg and Berkshire Partners. GE's Defense & Propulsion Technologies segment grew revenue 16% to $3.443 billion in Q2 2026, and the company raised its full-year operating profit outlook for that segment to $1.6 billion to $1.7 billion. GE Aerospace closed at $334.91, up 21.94% over the past year but down 9.5% over the past month, offering a better entry point for new investors. The company's backlog exceeds $210 billion, with about $170 billion in commercial services, and the acquisition aims to address supply chain bottlenecks in jet engine castings.

Impact on stocks 1

Aerospace & Aviation▲ · 1 stocks
GE Aerospace
GE
▲ PositiveCapitalrelevance

GE Aerospace is acquiring Consolidated Precision Products for nearly $12 billion, strengthening its defense business and addressing jet engine casting supply bottlenecks.

Theme Impact 3

Off-coverage companies 3

Consolidated Precision ProductsPrivate▲ Positive
Capitalrelevance

Consolidated Precision Products, a specialty castings supplier, is being acquired by GE Aerospace for nearly $12 billion.

Berkshire PartnersPrivate± Mixed
Capitalrelevance

Berkshire Partners is a private equity seller of Consolidated Precision Products in the deal, but no terms or impact on Berkshire Partners are detailed.

Warburg PincusPrivate± Mixed
Capitalrelevance

Warburg Pincus is a private equity seller of Consolidated Precision Products in the deal, but no terms or impact on Warburg are detailed.

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