Where Cramer stands on two beaten-down aerospace stocks — and the one to buy

Impact · against what's priced in

Boeing's stock faces further downward pressure as delayed production and poor multiyear cash flow outlooks undermine the turnaround narrative. Conversely, GE Aerospace's massive order growth is already reflected in its valuation, making the news neutral despite the strong figures.

BA−0.60

Challenges what's priced in

The price assumes

The initial production ramp and 8% revenue growth in commercial airplanes