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

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    "url": "https://www.cnbc.com/2026/09/30/why-jim-cramer-isnt-buying-more-boeing-despite-its-huge-navy-contract-win-.html",
    "title": "Why Jim Cramer isn't buying more Boeing despite its huge Navy contract win",
    "excerpt": "Boeing iced out a rival to win big business from the Navy. But there are lingering issues keeping Jim Cramer from shelling out more cash on the position. The Department of Defense announced late Tuesday that Boeing won the contract to produce a sixth-generation fighter jet for the Navy, beating out Northrop Grumman for the deal, valued at more than $20 billion. The new program - known as the F/A-XX Strike Fighter - will eventually replace the Navy's fleet of F/A-18 Super Hornets jets, including the Growler variant. Boeing is the Super Hornet manufacturer. The delivery of the F/A-XX Strike Fighter jets will begin in the 2030s and operate alongside Lockheed Martin 's F-35C, according to the Pentagon. The victory for Boeing is notable, in part, because some analysts believed Northrop Grumman was the favorite to land the job. While Boeing's commercial business is its most important driver, its defense, space and security segment represented nearly a third of the company's $89.5 billion in 2025 revenue; it's projected to contribute roughly the same share of 2026 sales, according to FactSet. Jim is enthusiastic about Boeing's big defense win, so much so that he considered adding to the Club's position for the first time since mid-August . Boeing is \"one of the stocks I would've bought this morning,\" Jim said during Wednesday's Morning Meeting . Instead, we bought Cardinal Health and...",
    "summary": "Boeing reported $89.5 billion in revenue for 2025, with its defense, space and security segment representing nearly a third of that total.",
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    "published_at": "2026-09-30T19:47:03Z",
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    "article_sentence": "While Boeing's commercial business is its most important driver, its defense, space and security segment represented nearly a third of the company's $89.5 billion in 2025 revenue; it's projected to contribute roughly the same share of 2026 sales, according to FactSet.",
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