The recent sell-off in aerospace stocks could be creating opportunities for investors willing to look beyond the industry’s near-term challenges, CNBC’s Jim Cramer said Tuesday.
The group has been under pressure for months as higher oil prices and interest rates raise concerns about demand for new aircraft
Rising fuel costs squeeze airline profits — potentially forcing carriers to cut routes and scale back aircraft purchases. Higher rates make financing new planes more expensive, adding to those demand worries. Even with gains of more than 3% on Tuesday, GE Aerospace is down 23% from its 52-week high of nearly $389 per share on Aug. 6.
The stock is down 3% year to date. Boeing’s slide of more than 10% on Tuesday put the CNBC Investing Club stock down 23% in 2026. For comparison, the iShares U.S.